Submissions sit in an email inbox
A form that only emails you the answers depends on you noticing the message, and inquiries cool off while they wait.
Client intake form software that turns submissions into clients.
For a service business that takes requests through a form, Workspace369 puts every submission in a Requests inbox and converts it into a client in one step, with the answers saved on the record, on every plan from $29 a month on Cadet. From there you send the proposal, automate the follow-up and bill through the client portal; our guide to the best client onboarding software compares intake-to-invoice tools.
An intake form is only useful if someone acts on what it collects. In Workspace369, every submission lands in a Requests inbox with the person's answers, consent record and campaign tracking. Reply by email or text (texts from Voyager), then convert the request into a client in one step, with the answers saved on the record.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See plans1 scriptto embed a form on your site, or share it as its own page
1 stepfrom request to client record, without retyping
Every planintake forms, request tracking and conversion
Public intake forms and request tracking are included on every plan, from Cadet at $29/month.
Key facts
Client intake form software at Workspace369 covers 10 areas, including custom intake forms, website embed or standalone page, requests inbox with status filters.
The workflow runs in 4 steps, from "build the form" to "convert to a client".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
What goes wrong with intake forms
Answers get retyped
Copying a name, email, phone and project details from a form into a CRM is slow and error-prone, so details go missing.
You can't tell which campaign worked
Without the referral or UTM values from the visitor's link, you don't know which post, ad or partner sent the lead.
See the workspace your clients feel.
01
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
02
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
How intake works in Workspace369
01
Build the form
Create an intake form with your own questions, then embed it on your website with one script tag or share it as a standalone page.
02
Review every request in one inbox
Submissions arrive in Requests with contact details, form answers, consent and any tracking values such as ref or utm_source. New requests are badged until someone opens them.
03
Reply by email or text
Answer from the request itself by email, or by SMS when the person gave SMS consent. Replies go out through your workspace inbox.
04
Convert to a client
One step creates the client record with the answers as a note, the source as the lead source and tracking values as custom fields. Converting someone twice links to the existing client instead of duplicating them.
Intake form coverage
- Submit your own form on a phone and time how long it takes to reach a reply and a client record.
- Check that tracking values from your links survive onto the client record.
- Intake forms are included on every plan, Cadet included.
Custom intake forms
Website embed or standalone page
Requests inbox with status filters
Consent records
UTM and referral tracking
Email and SMS replies
Request-to-client conversion
Duplicate protection
New-client workflows
Proposals and invoices from the record
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
$29 / month
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
14-day free trial. Card required. After the trial: $29/month for Cadet. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Voyager
$74 / month
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Compare plansHow to choose client intake form software
What is client intake form software?
Client intake form software lets you publish a form that collects a new client's details and project information, then stores each submission where you can act on it. In Workspace369, submissions become requests you can reply to and convert into client records, so the answers carry straight into proposals and invoices.
Which plan includes intake forms?
Public intake forms, request tracking and request-to-client conversion are included on every plan, starting with Cadet at $29/month. Specialist ($149/month, ten seats) and higher plans include them too.
Can I put the form on my own website?
Yes. Embed it with one script tag, or share it as a standalone page if you don't have a website.
What happens when the same person submits twice?
Converting a person who is already a client links the request to the existing client instead of creating a duplicate.
Can a new request trigger an automatic reply?
Creating a client can start your new-client workflows, such as a welcome email. Check what each workflow sends before you turn it on.
Recent updates
All release notes- Contracts, Requests and Team pages redesigned, with forms you can embedContracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.
- March and April 2026: a new proposal builder, intake forms and project profitabilityA visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
