FormsHQ
7.3#4 in client intake softwareFrom $29 a monthFree planWeb
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| Fact | FormsHQ | Intake |
|---|---|---|
| Integrations | The site says data can be sent to email, spreadsheets, CRMs, calendars, payment tools and automation platforms. | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. |
| Purpose | FormsHQ turns forms into workflows for lead qualification, submission routing, document packets, payments, signatures, and sending data to other tools. | Intake collects client forms, signed PDFs, documents, and payments through a single request link. |
FormsHQ suits teams that need structured intake, submission review, document generation, or payment and signature steps. Its described use cases include legal and health intake, HR onboarding, loan prequalification, and bookings.
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.