Simplify your client intake
Streamline your client onboarding with customizable intake forms that help you gather the right information from the start. Whether you’re qualifying new prospects or tailoring service-specific questionnaires, B12 makes it easy to set up and manage everything in minutes.
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Gather information about prospects and clients
Forms built for service providers
Custom website forms support your firm’s goals and collect information related to sales prospecting, scheduling, feedback, client onboarding, event registration, donations, newsletter signup, and more. Forms enable service-based businesses to save time, identify the most suitable prospects, and keep details organized, especially for these industries:
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I love that B12 prompts me to update certain [website] features and add integrations like online scheduling to increase efficiency in my law firm. These recommendations are often things that I would have never considered but have proved to be incredibly useful.
Jia Junaid
Founder, Atlas Law
I can make [website edits] myself, and it’s as simple as working in a Word document. If I need more help, I’ll email the B12 team and within 24 hours, boom, it’s done.
Barbara Bartelsmeyer
Partner / COO, Action Logistix
B12 has raised the entire bar of website professionalism.
Heather Carnes
Founder, Envision HR
With B12, I feel supported and I think it’s absolutely realistic to grow my business. It has saved me countless hours.
Stephanie Roberts
Founder, Find Yourself In Fashion
FAQ
Intake forms gather information that helps you understand the needs of prospective clients. Client intake forms can be internal, for your own notetaking purposes, or external, which are sent out to be completed by prospects and clients. By adding these forms to your business workflows, you’re able to save time accurately qualifying leads and offer the best, most tailored service to clients.
All forms submitted through your website can be viewed in the Contact Manager, as well as contact information and your intake notes for each client.
Client intake forms and eSignatures are included in our Standard and Premium plans. There are no limits on the number of forms you can add.
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Our simple, powerful platform works especially well for businesses in these industries:
Streamline your business with one online solution
Your website, invoicing, contracts, payments, and more, all in one place. Try B12 today.
