Client Intake Forms

Intake forms that clients actually finish

Long intake forms kill completion rates. Portico breaks them into guided steps with a progress bar, saves work automatically, and only shows fields that apply to each client.

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The form nobody finishes

You built a thorough intake form. Your clients see a wall of fields and close the tab.

Too long, too overwhelming

A 40-field intake on a single scrolling page is intimidating. Clients start, get distracted, and never come back.

One form cannot fit every client

New clients need the full questionnaire. Returning clients do not. But you're sending everyone the same form.

Lost progress

Client fills in 20 fields, closes the browser, and has to start over. You hear about it when they email you asking to just "do it over the phone."

Intake is only the first step

After the form, you still need a signed contract and a payment. That's 3 separate tools and 3 separate links.

Drag-and-drop form builder
Build multi-step intake forms with drag-and-drop. Add conditional logic so clients only see what applies to them.
Client completing a multi-step form
Clients see step 2 of 5, not a wall of 40 fields. Progress bar shows how much is left.

Conditional logic configuration

Show different fields based on previous answers. One template handles every client type.

How it works

From setup to done

1

Build your intake form

Drag in fields, organize into steps, add conditional logic. Every field type you need — text, dropdowns, file uploads, signatures, payments.

2

Send one link

Clients open a branded portal and work through the form at their own pace. Auto-save means they can close and come back.

3

Conditional logic adapts the flow

New client? Full questionnaire. Returning client? Skip to what's changed. One template handles both.

4

Responses land in your dashboard

All answers, uploaded files, signatures, and payments are organized by client in your dashboard. Export as a branded PDF.

What's included

Multi-step forms with progress bar

Break long intakes into manageable steps. Clients see where they are and how much is left.

Conditional logic

Show different fields based on previous answers. One form adapts to every client type.

E-signatures inline

Clients sign engagement letters as a step in the form — no separate DocuSign link.

Payment collection inline

Collect retainers or deposits as part of the intake. No separate invoice.

Auto-save on every field

Clients can close the browser and pick up exactly where they left off.

Branded experience

Your logo, colors, and domain. The form looks like yours, not a third-party tool.

Frequently Asked Questions

Related pages

Build intake forms clients actually complete

Start free. Multi-step forms with conditional logic, auto-save, and built-in signatures. No credit card required.

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