Client intake for modern studios
Send forms.
Collect responses.
Build branded intake forms, share them with one link, and watch responses land in a calm, organized workspace.
Everything you need to onboard a client.
No more lost emails, scattered PDFs, or back-and-forth. One link, one inbox, one place.
Dynamic builder
Drag in text, email, select, date, and checkbox fields. Required toggles. No code.
Shareable links
Every form gets a clean public URL. Copy, share, embed — works anywhere.
Send via email
Email the link to a client in one click with a pre-filled message.
Unified inbox
All responses land in one organized dashboard. Filter, search, export.
Instant updates
Edit a form anytime — the share link stays the same. No reposting required.
Private by default
Only you see responses. Each workspace is fully isolated.
Launch client intake without rebuilding the same form twice.
Start with proven onboarding flows, tailor the fields, and route every response into the client workspace your team already uses.
Spin up intake, project feedback, RSVP, hiring, and contact forms from polished defaults.
Form templates
Pick, edit, publish
Client intake
7 required fields
Project feedback
5 required fields
Contact request
4 required fields
Hiring brief
6 required fields
Submitted forms become searchable client records with status, timestamps, and next actions.
Guided templates collect the right answers, then hand them to the right workflow.
A full client workspace, not just submissions.
Every response becomes a living client profile — with project scope, brand assets, internal notes, and activity history in one place.
Client profiles
Overview, requirements, files, and activity tabs keep every project organized from kickoff to delivery.
Pipeline dashboard
Track New, In Progress, and Completed clients. Filter by industry, search by name, and export to CSV.
Multi-step intake
Guided wizard captures company details, goals, brand colors, and project requirements in one flow.
Brand palette capture
Store hex colors and visual references alongside each client so your team stays aligned.
File management
Attach briefs, assets, and deliverables to a client record — no more digging through email threads.
Search & filter
Find any client instantly. Switch between table and card views to match how you work.
One tool, many workflows.
Whether you run a design studio, freelance practice, or agency — Formline adapts to how you onboard and manage clients.
Design studios
Collect brand guidelines, project scope, and budget in a single intake form. Share one link before the kickoff call.
Freelancers
Replace scattered Google Forms and email chains. Look professional with branded forms and a clean response inbox.
Agencies
Standardize onboarding across your team. Templates ensure every client provides the same information upfront.
Three steps. That's it.
Build
Compose your form from clean field primitives. Reorder, set required, add options.
Share
Copy the link or send it by email. Your client opens a branded page — no signup needed.
Receive
Responses appear in your dashboard with timestamps, ready to review.
Start free. Forever.
Unlimited forms and responses while in beta. No credit card required.
Free while in beta · cancel anytime
Everything included — forms, responses, client workspace, and email delivery.