Why choose ClientForm?
We wanted to build something that small business owners and one-man-bands can use to help onboard clients and get new website leads, but we also knew that oftentimes you need a tool that doesn't cost the earth.
We have made ClientForm affordable to use. Unlike most competitors we don't assume that just because you want to go digital you have cash to burn.
Can I get a discount?
Yes. We're working with a wide range of training providers and professional membership bodies to offer discounts to their graduates and members. Just ask your training provider or membership body, if we're not working with them yet we'd love to here from them. Or drop us an email and let us know what you belong to and we can let you know.
Do you have to be computer savvy to use it?
No. Obviously we're a little biased, but we get a lot of customer feedback from less 'computer savvy' customers, who are delighted at how easy it is to use.
All of our users are small business owners and one-man-bands who have no trouble using the tool.
How long does it take to build a form?
If you use one of our pre-made intake form templates, you can create a form in around 1-2 minutes. You can then send the form to your client in literally seconds.
Watch this video of us building a form to see how easy it is, without having to sign up.
What do I do if I am having trouble using it?
We hope that you don't have trouble using the tool, but if you are feel free to email me (Chris, Co Founder) here. I'm in the office Mon-Fri from 9-5pm, and I answer most help questions.
You might think that makes me crazy, but we honestly do not get a lot, and I like to think that's because ClientForm is pretty easy to master!
Is there anything I need to have to use ClientForm?
All you need is a computer or tablet to sign up and create your first intake form. If you're using a computer the best browser to use is Google Chrome - it's free and faster than other browsers, download it here if you like.
We do not support older browsers you'll need a recent version of Chrome, Safari, Firefox or Microsoft Edge. Other than that, you just need to know what questions you want to put on your form!
Can I print off the intake form templates?
Yes. Sending your intake form online isn't for everyone, sometimes you want to keep a physical copy too.
We've created clientform so that you can create your desired intake form, then save it as a PDF and print it off, instead of sending the form electronically. If you want, you can do both!
Can save my forms to my computer?
Yes. You can download all your client froms to your computer anytime you like. additionally on some plans you can also sync your forms to your dropbox account.