4 Ways to Accelerate New Client Intake with Online Forms

Streamline and simplify client intake with online forms and digital data capture

Online forms eliminate common obstacles within client intake processes. Many businesses still rely on paper forms, cumbersome spreadsheets, and rigid applications to collect new client information, resulting in delayed processing, missing information, and miscommunication. Online forms rapidly resolve these issues, allowing users to efficiently collect, route, and process information, while modernizing their operations, improving communication, and increasing professionalism. 

Here are four ways online forms can accelerate and elevate your operation’s client intake processes: 

1. Share links to your online forms with new clients
   Rather than requiring clients to manually enter and hand-in paper intake forms, links to your online forms can be easily shared with and collected from new clients. Leveraging Public Forms, our form sharing feature, links to your online forms can be sent directly to customers or posted on your website, allowing new clients to easily access, fill out, and submit online forms from their location.
   This functionality not only improves form accessibility but also eliminates opportunities for missing or forgotten forms while expediting access to completed forms and entered information. Forms completed via the Public Forms feature can be accessed in real-time, making it easy to rapidly process new clients and respond to customer inquiries.

2. Collect authorizations and Signatures electronically
   Rather than asking clients to print out and sign forms, or authorize a variety of forms upon their arrival, online forms allow your clients to electronically sign and submit forms from their location. Your electronic Signature fields can even be made Required, ensuring critical authorizations are completed before a form can be submitted. 

3. Instantly route completed forms to colleagues and customers
   Once submitted, your forms can be instantly routed to administrative teams or the customer email entered within the form – streamlining communication and intake procedures. This is accomplished using an Automated Workflow, which can instantaneously route client intake forms to a predetermined email or an email entered within the form. 

4. Automatically upload completed forms and data to connected systems
   Completed client intake forms can also be instantly uploaded to connected systems, like Quickbooks, Salesforce, Box, Microsoft 365, Google Suite, and more. Completed forms and entered data can be used to instantaneously create new client records or update existing records with new client information. This functionality drastically reduces administrative demands associated with client intake procedures, allowing your operation to run leaner and more efficiently.

To learn more about streamlining new client intake with online forms, check out this blog post, or explore our case studies to learn how businesses are leveraging digital and online forms within their operation.