Build client intake forms, no code required
Collect data, accept files, and manage leads in an AI-powered system built with AI that you customize to fit your client onboarding.
Build exactly what your business needs
Customize a client intake forms tool that looks sleek out of the box. Add only the form fields you need, and iterate as your workflows evolve.
Custom data collection forms
Secure file and document uploads
Automated submission confirmation
Centralized submission management
AI-powered intake summaries
Automated approval workflows
Unify your submission data in real time
Connect your intake forms to Airtable, Google Sheets, or other tools—or manage everything in Softr Databases. Create a single source of truth for your business processes.
Give every user a custom, secure experience.
Give each client and teammate the right views and access. Set up secure logins, user groups, and granular permissions for your intake submissions in minutes.
Easy, secure logins
Softr forms are mobile-ready by default. Let clients submit intake forms from their phone or tablet in a sleek, mobile-friendly interface.
Works on any device
Softr forms are mobile-ready by default. Let clients submit intake forms from their phone or tablet in a sleek, mobile-friendly interface.
Automations
Build native automations to handle confirmation emails, internal status updates, and Slack notifications whenever a new client form is submitted.
User groups
Provide separate logins for different clients or departments, creating personalized portals to manage their own specific intake status.
Advanced permissions
Apply rules for different team members. Customize who can view, edit, or approve intake submissions at the most granular level.
Security
Protect sensitive client intake information with SOC2 and GDPR compliance, ensuring all uploaded files and data remains encrypted and safe.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Generate your intake system in minutes with AI—no manual configuration or complex design needed.
Consolidate your stack
Add features like file uploads, internal status trackers, or client portals as your team's needs evolve.
Flexible as you grow
Start with intake forms, then add dashboards, CRMs, or client portals—all in one place with no extra tools.
Generate custom client intake forms with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Create custom client intake forms now — for free
Go from idea to live intake system in under an hour. Build and customize your workflow without writing code.