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Client Intake & OnboardingCapture every lead, form, and new client cleanly the first time, without the back-and-forth.AI Agents & AutomationTireless agents that answer calls, chase leads, and coach your team around the clock.Customer CommunicationCalls, texts, and messages in one shared thread so no customer ever slips away.Workflow AutomationEnd-to-end workflows that carry every job from first contact to paid, shown as living diagrams.Field Service ManagementRun crews, jobs, and gear from a phone and finish every day fully accounted for.Document Management & ReportingTurn field data and business numbers into polished documents, reports, and clean records.Access Control & Video SecurityTurn cameras and doors into a system that watches, controls access, and alerts you.Marketing & Lead GenerationWebsites, tracking, and local search that turn attention into measurable, booked business.Operations PlatformsOne login to run your whole operation, your team, and your clients from a single place.Industry SolutionsComplete systems shaped around one industry, from contractors to clinics to law firms.Browse all systemsThe full catalog, with filters and searchBrowse by industry17 industries, from contractors to clinicsDiscuss this buildBook a free introductionVuseDesk homeBack to the main site

Client Intake & Onboarding

Custom Client Intake Forms

  • Cuts errors
  • Saves time
  • Looks professional
  • Replaces manual labor
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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.

Where it fits

Trigger, work, handoff

  1. We build your intake form to match the questions you actually ask clients today.
  2. You send the form link by email or text, or embed it on your website.
  3. The client fills it out from any phone or computer, at their convenience.
  4. Their answers save instantly into your organized client record.
  5. You get a notification and review a clean, complete summary.

What a build includes

In scope

a drag-and-drop form builder with your logo and colorsa secure database that stores every responseautomated email and text links that invite clients to fill it outsmart fields that only ask relevant follow-up questionsfile and photo upload boxes for documents and IDs

What has to be decided

Before the quote

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.

More in Client Intake & Onboarding

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Quick-Capture Call Forms

Log every caller's details in seconds while you are still on the phone.

Client Intake & Onboarding
Client Records Hub

Every client, contact, and note in one searchable place your whole team can trust.

Client Intake & Onboarding
Branded Client Portal

Give clients a private login to see their info, files, and updates anytime.

All 6 in Client Intake & Onboarding · Example systems

Want Custom Client Intake Forms for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

Discuss this build