Intake Forms
Client intake forms help you collect the right information from clients before you start a project. FlowEdge lets you build custom forms, share them with clients, and use the responses to generate better documents.
Why Use Intake Forms?
Without an intake form, you spend time on back-and-forth emails asking clients for project details. With a FlowEdge intake form:
- Clients fill out the details you need — project goals, requirements, budget, timeline
- You get structured information — easy to review and use
- FlowEdge can use the responses — to generate more accurate proposals and documents
- You look professional — a polished form shows clients you have a clear process
Guides in This Section
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Form Builder — Create custom intake forms with 8 different field types, drag-and-drop ordering, and required field toggles.
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Sharing Forms — Preview your form and share it with clients via a unique link.
✅ Best Practice
Send an intake form before your first meeting with a new client. Having their requirements in writing gives you a head start on the proposal and makes the meeting more productive.
The Intake-to-Document Workflow
FlowEdge connects your intake forms directly to document generation:
- Build a form with the Form Builder
- Share the form with your client
- Review the client’s responses
- Use the information to generate a document with detailed, accurate inputs
This workflow saves you time and produces better documents because the AI has real client requirements to work with.
In this section
Form Builder — Create Custom Client Intake Forms
Build custom client intake forms in FlowEdge. Collect project requirements, client details, and document specs automatically to streamline proposals.
Sharing Forms — Send Intake Forms to Your Clients
Share your FlowEdge client intake forms via link or email. Collect project requirements from clients before generating proposals and documents.