Form & Intake Systems
Custom forms wired to CRM, email, SMS, and follow-up sequences triggered on submission.
Multi-step intake that qualifies leads, collects the right data, and triggers the next action automatically. MVP ships first — typically within 5–10 business days using AI-accelerated design and build. After launch we iterate on feedback, add phase-2 features, and can stay on retainer for maintenance and ongoing improvements.
Generic forms dump unqualified leads into your inbox. Custom intake routes, scores, and follows up instantly. We ship an MVP first so you see value in days, then improve and maintain it with you.
Typical investment
From $6,500
MVP in 5–10 business days · iterate & maintain after launch
- Intake flow mapping (questions & branching)
- Multi-step form UX with save & resume
- Field validation & required logic
- File upload fields where needed
- E-sign or consent capture (if required)
- Instant CRM contact create on submit
- Email & SMS confirmation to submitter
- Internal notification to assigned owner
- Submission inbox for staff review
- Spam protection (honeypot + rate limit)
- Staging test submissions
- Production launch & analytics on completion rate
- Phase-2: scoring, routing rules, payment step
Built for these teams
Clinics & professional services
Agencies qualifying leads
Regulated industries needing structured intake
What you get in the build
Conditional logic
Questions change based on earlier answers.
Instant routing
CRM, email, SMS, and task creation on submit.
Compliance-friendly
Consent, signatures, and retention rules.
Intake flow mapping (questions & branching)
Multi-step form UX with save & resume
Field validation & required logic
File upload fields where needed
E-sign or consent capture (if required)
Instant CRM contact create on submit
Email & SMS confirmation to submitter
Internal notification to assigned owner
Submission inbox for staff review
Spam protection (honeypot + rate limit)
Staging test submissions
Production launch & analytics on completion rate
Phase-2: scoring, routing rules, payment step
How we deliver form & intake systems
Discovery & MVP scope
We define the smallest useful version — must-have workflows only — so MVP ships fast. AI helps draft user stories and specs from your kickoff call.
UX & architecture
Wireframes and data model you approve before code. We optimize for speed-to-MVP while leaving room for phase-2 expansion.
MVP build
Core features live on staging in days. AI accelerates boilerplate; senior engineers review every integration and auth path.
Launch & iterate
MVP goes production. We gather feedback, prioritize improvements, and can continue on retainer to maintain and extend the product.
