Use case
Client intake forms that prep you before the call
Collect everything you need — contact details, project scope, files — and let AI summarize the submission so you walk into the first call already informed.
AI summarizes every intake
Instead of reading through a long intake form field by field, FormHouse AI generates a one-line summary and a 0–100 quality score — so you know which new clients to prioritize.
File uploads included
Accept briefs, references, contracts, and other onboarding documents with per-block file type validation and a 1 GB workspace quota. Files are stored securely with SHA-256 hashing.
Conditional onboarding paths
Different client types need different intake questions. Conditional logic shows or hides sections based on the client's project type, industry, or service selection.
How to build this in FormHouse
- Pick a client intake forms template (or generate one with AI from a short prompt).
- Customise questions, theme, and conditional logic for your audience.
- Optional: enable AI scoring, connect Sheets/Slack/Zapier, or add PayPal payments.
- Publish the form and share the link, or embed it on your site.
Templates for this use case
Client Onboarding Intake
Collect the essentials for a smooth new-client handover.
Project Brief Intake
Turn an initial enquiry into a clear, actionable project brief.
Coaching Client Intake
Start a coaching relationship with goals and expectations in one place.
New Patient Intake
A simple first-contact intake for a clinic or practice.
Appointment Request
Let clients request appointments with preferred times and reason for visit.
Related features & integrations
FAQ
- What is a client intake form?
- Collect everything you need — contact details, project scope, files — and let AI summarize the submission so you walk into the first call already informed. FormHouse includes templates, conditional logic, and optional AI scoring so you act on submissions faster.
- Why use FormHouse for client intake forms?
- Unlimited responses on fair use, one-question-at-a-time UX, AI lead scoring and summaries, EU-hosted privacy posture, and flat pricing that does not punish successful campaigns.
- Can I start from a free template?
- Yes. Open the templates linked on this page, preview the live form, customise branding and questions, then publish or embed. AI form generation is also available if you prefer a blank start from a prompt.
- Are responses limited on the free plan?
- No. FormHouse does not meter responses on any plan under fair use. AI generation and scoring have monthly allowances that scale on Pro and Agency.
- Can I embed these forms on my website?
- Yes — inline, popup, slider, or full-page hosted links. Platform guides cover WordPress, Webflow, Framer, Squarespace, Shopify, Notion, Wix, and more under /embed.