Client Intake Form Software With Signatures and Payments
Client intake form software replaces the phone call, the PDF attachment and the follow up email with one form. The new client gives their details, signs the consent and pays a deposit in a single visit, and the right person on your team is notified at once.
What you can build
One intake for the whole first step
A good intake form does three jobs. It collects the facts you need to start work, it records agreement to your terms, and it secures the engagement with a payment. FormsBuilder puts all three in one form, so a new client is ready to work with the moment they press submit.
A law firm, accounting practice, coaching business or home services company can use the same structure:
- Contact details and the reason for the inquiry
- A choice of service or package, which can change the questions that follow
- Document uploads such as a prior filing, a photo or a signed estimate
- A signature field for the engagement terms or consent
- A deposit or retainer payment step
Need only the signature and payment pieces? See the online form builder with signature page.
Fewer back and forth emails
When the form shows only the questions that apply, clients finish it. A rule can show the business questions only to companies and the household questions only to individuals. Required fields and validation stop an intake from arriving with a missing phone number or an invalid email, so your staff are not chasing basics.
How it works
Build it from a description
Describe the intake you need, review the draft the builder creates and adjust the fields. Add conditional logic and a multi step layout with a progress bar on the Starter plan at 49 USD a month (24 USD a month billed yearly). A long intake feels short when it is split into steps such as Your details, Your matter, Documents and Agreement.
Signatures and deposits on the Plus plan
Signature fields, payment steps and PDF copies belong to the Plus plan at 149 USD a month (74 USD a month billed yearly). The client signs with a finger or a mouse, pays the retainer on the last screen, and the submission is recorded only after the payment is confirmed. You keep a PDF copy of the signed form for your file.
Route and approve
Send each intake to the person who handles it. A rule such as if the service is Tax preparation, notify the tax team keeps the inbox clean. An approval step lets a partner or manager accept or decline an intake and records that decision with the submission.
Who it is for
Professional services
Law firms, accountants, consultants and financial advisers collect the same set of details from every new client. A reusable intake form turns that into a standard step. The Pro plan at 499 USD a month (249 USD a month billed yearly) adds roles, an audit log and single sign on for firms with several staff who handle client information.
Health and wellness practices
Clinics, therapists and trainers need intake forms with consent. See the HIPAA compliant form builder page for the safeguards FormsBuilder provides and the choices that stay with your practice.
Agencies and home services
A design agency can take a project brief and a deposit in one form. A contractor can collect a site address, photos and a signed estimate. For quote style flows see quote request forms.
Frequently asked questions
What is client intake form software?
It is software that lets you build an online form to collect a new client's details, documents, signed consent and often a deposit. The answers land in an inbox, notify your team and can be exported, so intake becomes one repeatable step instead of several emails.
Can a client sign and pay in the same form?
Yes. On the Plus plan the form includes a signature field and a payment step. The client signs, pays on the final screen and receives a confirmation, and the submission is saved once the payment is confirmed.
Can I show different questions to different clients?
Yes. Conditional logic shows or hides questions based on earlier answers. A business client sees company questions, an individual sees personal ones, and each person answers only what applies to them.
How much does it cost?
Plans are Starter at 49 USD a month, Plus at 149 USD a month and Pro at 499 USD a month, with yearly billing at half the monthly price. See the pricing page for what each plan includes.