📋 Intake forms

Build intake forms, send them and read the answers.

• Build or edit an intake form

  Create an intake form and add questions to it.

• Send an intake form and read the answers

  Attach a form to a session type so it's sent automatically, then review what your client answered.

• AI briefings from intake answers

  Turn a client's intake answers into an AI-prepared briefing, with their opt-in.