Client intake forms that start the work cleanly.
Collect project scope, budget, timelines, files, approvals, and payment details in one flow so the team can respond with the right next step.
What this use case needs to do.
Qualify before the call
Ask the right questions up front and keep low-fit requests from becoming manual follow-up.
Keep every file attached
Uploads stay connected to the submission instead of landing in a separate inbox thread.
Move qualified work forward
Send the record to sheets, CRM, payment, or an AI insight room without rebuilding the intake process.
From form to follow-up.
Generate the intake
Start from a prompt, blank form, or template, then tune fields, pages, validation, and success copy.
Collect context
Use conditional logic, uploads, hidden URL values, and partial saves to keep every request complete.
Route the result
Export, connect integrations, collect payment, or ask AI to summarize the best next action.
Forms7 features that support it.
Builder
Your team gets a real builder, not a prompt box that leaves cleanup for someone technical.
Logic
People only see the questions that matter, and bad submissions stop before they create work.
Respondents
Higher completion starts with a form that feels obvious, fast, and respectful.
Integrations
Submissions land in the right place without building a fragile automation chain.
Create the form. Collect the answers. Handle the follow-up.
Generate your first online form, publish it, and keep submissions, files, payments, exports, and routing in one Forms7 workspace.