Custom intake forms for Irish businesses that fill in your systems for you

Think about how a new customer reaches you today. Maybe it's a PDF they print and scan back. Maybe it's a generic contact form, or a phone call where someone scribbles notes on a pad. Then someone in your office types it all into your CRM, job system or diary.

That retyping is slow, it's where mistakes creep in, and it's work nobody enjoys.

What a custom intake form does differently

A custom form is built around how your business works, not a template. It:

• asks only the questions that matter, and follows up based on the answers. A tenant with pets gets the pet questions. A tenant without them never sees them.
• checks answers as they're typed, so you don't get a phone number missing a digit or an Eircode in the wrong box.
• takes photos and documents, like a photo of a leaking boiler, a payslip or a signed consent form.
• works well on a phone, because that's where most of your customers will fill it in.

Linked to the software you already use

This is the part that saves the time. When someone submits the form, their answers go straight to where you need them:

• a new contact or deal in your CRM
• a job created in your job management software
• an appointment in your calendar
• a confirmation to the customer and a heads-up to your team

There's no copying and pasting, and no "did anyone add that lead?". If your software can accept new records, we can usually connect to it. See the software we work with.

What it looks like in practice

• Solicitors: new client intake that collects the matter type, conflict check details and ID before the first meeting. More on client intake for law firms.
• Letting agents: tenant applications with references and documents, filtered before a viewing is booked.
• Clinics: new patient forms filled in at home, not on a clipboard in the waiting room.
• Trades: job requests with photos, so you can price it before you get in the van.
• Gyms: health questionnaires and membership details captured at sign-up.

GDPR handled properly

Intake forms often collect personal details, so we build them with GDPR in mind. That means only the questions you need, clear consent wording and data sent only where it should go. Read how we handle data.

Built and looked after by us

You don't need to learn a form builder. We find out what you need to know from new customers, build the form, connect it to your systems and test it with you. When something changes, just tell us and it's done.

Not sure what to automate first? Take the free 1-minute business check, or book a free call and we'll map out your intake with you.