Ask the right questions.
Start with better details.
Create intake forms, collect documents and keep responses together. Give each client a clear way to share what your office needs before the next step.
Full access. No credit card required.
Your intake, your way
Build a form around the information you need.
Documents alongside answers
Keep submitted files close to the response.
A connected next step
Carry the details into the client relationship.
Ask the right questions before the appointment.
Build Jason’s sample intake, choose the fields your office needs, then switch to the customer preview.
From your questions to Jason’s next step
Start with a short client intake template. Add, reorder or remove fields, then see what Jason receives.
Use the template to start the workflow.
Interactive illustration · Sample questions and answers only. Publishing here saves a demo form in this browser tab; it does not create a live form or send an invitation. Available field types and settings depend on your account.
A form for every first step.
Client intake
Collect contact details, service needs and supporting documents before the first conversation.
Document requests
Put the questions and file uploads in one form, so clients know exactly what to provide.
Feedback & surveys
Gather structured feedback after a service and keep the responses together.
Build an intake that fits each client.
Start with questions from the shared pool, add your own, and guide clients through the details that matter for your service.
Start with a useful question
Choose preset questions, then add the details your practice needs.
Match the answer format
Combine written answers, multiple choice, dates and file uploads.
Show the relevant follow-up
Use conditional fields to ask for more detail when an answer calls for it.
Business intake · Client view
Do you own a business?
What type of business?
Add your income summary
Choose a supporting document
Built around the way you work.
Make it yours
Brand colors, flexible fields and reusable templates.
Ask what matters
Conditional questions keep each form focused.
Collect the whole picture
Bring answers and uploaded files together.
Give the next conversation a head start.
Bring client context into focus with your TAAX Ai office copilot.
TAAX Ai
Help me prepare for this client’s call.
A clearer starting point
Review the client’s business goals, check their documents and prepare your follow-up questions.
See your next form take shape.
A short walkthrough of building and sharing a client form.
One submission. A connected office.
01 Share your form
Send a link or embed it on your website.
02 Keep records together
Connect answers to clients and documents.
03 Keep work moving
Create follow-ups and review submission reports.
Keep every submission moving.
Bring answers, supporting files and follow-ups into one clear process, so your team knows what to review next.
Give clients a helpful nudge
App and email notifications, plus daily reminders, keep form requests visible.
Review the complete response
Open answers and attachments together, with details connected to client records.
Use the information beyond intake
View consolidated reports or export responses for further analysis.
Intake submissions
2 received · 1 awaiting responseJason Parker
Received · Business intake · 2 files Received · 2 files
David Lee
Awaiting response · New client intake Awaiting response
Sarah Brown
Received · Client update · 1 file Received · 1 file
Questions? We're here to help.
Start with a better first impression.
Make your next client's first step a simple one.
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