Forms

Build reusable forms to collect information from clients — embedded in onboarding or shared as public links.

Forms let you collect structured information from clients and prospects — intake details, questionnaires, requests — without emailing documents back and forth.

Building a form

1. Go to Forms and click New form.
2. Give it a name and add fields. Common field types include short text, long text, email, phone, number, date, dropdown, multiple choice, and yes/no.
3. Mark fields as required where an answer is mandatory.
4. Save. Your form is reusable — use it as many times as you need.

Two ways to use a form

Inside onboarding — attach a form to an onboarding workflow step. The client completes it as part of getting started, and the answers stay attached to their onboarding instance.

As a public link — share a form as a standalone, Google-Forms-style public link. Anyone with the link can submit it without logging in; each submission is captured as a form response you can review.

Reviewing responses

Open a form to see all of its responses. Each response shows who submitted it (where known), when, and every answer. Responses collected through onboarding are also visible on the client's record.

Tip: keep one reusable form per purpose (e.g. "New client intake") rather than recreating it each time — you'll get all responses in one place.

See also: Onboarding Workflows · Contacts