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
Client intake form software that turns submissions into clients.
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, then convert the request into a client in one step, with the answers saved on the record. Public intake forms and request tracking are included on every plan, from Cadet at $29/month.
1 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
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 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
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.
The product
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, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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.
Workflow
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.
Product coverage
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
Plans for freelancers
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
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
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
After signup, claim free setup in your workspace.
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
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.FAQ
How 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.
Ready when you are
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.
