Servora custom software / First Impressions
First Impressions
Custom Client Intake Forms
Send polished, branded forms that collect exactly what you need the first time.
Built from
- a drag-and-drop form builder with your logo and colors
- a secure database that stores every response
- automated email and text links that invite clients to fill it out
- smart fields that only ask relevant follow-up questions
- file and photo upload boxes for documents and IDs
What it does
Custom Client Intake Forms
A set of branded online forms you send to new clients to gather their details, needs, and paperwork before you ever pick up the phone. Everything they enter lands in one organized place, ready to use.
How it works
From zero to running
- We build your intake form to match the questions you actually ask clients today.
- You send the form link by email or text, or embed it on your website.
- The client fills it out from any phone or computer, at their convenience.
- Their answers save instantly into your organized client record.
- You get a notification and review a clean, complete summary.
What it is made of
The building blocks
How you use it
In your day to day
- Send a new client the form the moment they say yes, instead of a back-and-forth email chain.
- Review completed intakes each morning so you walk into calls prepared.
- Reuse the same form for every new client without retyping anything.
- Copy an intake into a quote or project without re-entering the details.
Why it pays off
What you get back
Make it yours
Customized to your business
Every question, section, and required field is tailored to how your business qualifies and onboards clients. We can add conditional questions, multiple form versions for different services, and your own branding throughout.
Who it is for
Businesses this fits
Custom Client Intake Forms is one of the systems we build for these operators. Open one to see everything else that fits it.
More in First Impressions
Want Custom Client Intake Forms for your business?
Book a call. We map it to how you work, give you a fixed quote, and build it. You own what we build.