Client intake, ready to share
Your next client.
Everything in one place.
Collect project details, requirements and files with one simple link. No account needed for your clients.
Try it before signing up. No website installation needed.
Or try an example:
Getting your client intake ready
- Prepare the questions
- Connect the responses
- Create your shareable link
Your client intake
Ready for your next client.
Try the form below. Keep this link to receive client responses, or customize the questions in the builder.
Your client intake
From first question to a useful brief.
01
Make it yours
Describe what you need. Preview your form and edit its questions in the builder.
02
Send one link
Share by email or message, or embed the same form on your website.
03
Get the details together
Client answers and files arrive in a conversation you can continue in Answe.
Questions
- What is a client intake link?
- One shareable link that opens a short form: the client’s name and email, the questions you need answered about the project, and a place to attach files. Their answers arrive as one conversation in your Answe inbox.
- Does the client need an account?
- No. The link opens in their browser; they answer, attach files and send. Only you sign in, to keep the link and read the responses.
- Can I change the questions?
- Yes. Describe what you need and Answe drafts the form; you can edit every question, add or remove fields and change the branding in the builder.
- Can clients upload files?
- Yes. Every intake form has a file field for briefs, brand guidelines, photos or documents. The files arrive attached to the conversation.
- Can I put it on my website?
- Yes. Share the link by email or message, or embed the same form on your website with one script tag. Both send responses to the same inbox.
- Is it free?
- Yes. Try a working example before you sign up. A free account keeps the link and delivers responses to your inbox and the Answe app; paid plans add CRM and your own branding.