Form Builder

Four Forms. One Workflow.

Build forms for orders, enquiries, project briefs, and client onboarding—all connected to the same workflow. Each submission becomes structured data your team can act on, instead of another email sitting in an inbox.

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Four Types

Every Form Knows Where Its Data Belongs

Choose the form you need and every submission goes straight into the right workflow—clients, orders, leads, or project data. No exporting, copying, or moving information between tools.

Order Form

Sell a service, collect the client’s requirements, and take payment in the same flow.

Client + Order

Paid Invoice

Client Portal Access

Lands in Orders

Contact Form

Capture enquiries from your website or a shared link and turn every submission into a lead your team can follow.

Lead Record

Contact Status

Private Chat Magic Link

Lands in Leads

Client Intake Form

Use the Client Intake Form Builder to collect the brief, files, links, and custom project details after an order is placed.

Project Data

Files & Links

Custom Questions

Lands in Order detail

Onboarding Form

Collect everything you need from a new prospect before work begins and keep it ready for conversion when they become a client.

Lead record

Lead Status

One-Click Conversion

Lands in Leads

Order Form

Share a Link, Get Paid

Use an Order Form Builder for Agencies to turn any service into a link clients can order from directly. They choose a service, select add-ons, complete the brief, and pay in one flow—then the client, order, invoice, and portal access are created automatically.

Services, variants, and paid add-ons in one form

Multiple online payment options and bank transfer

Coupons, tax rules, and multi-currency billing

Project brief and file uploads collected with the order

Client, order, invoice, and portal access created automatically

Build an Order Form

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Contact & Onboarding

Enquiries Become Leads, Not Emails

Contact and client onboarding forms turn every submission into a lead record your team can actually follow. Each lead keeps the submitted answers, status, owner, and follow-up details together, with a private magic link for continuing the conversation before they become a client.

Contact form → lead with Contact status

Onboarding form → lead with Lead status

Assign an owner and set the next follow-up

Continue conversations through a private magic link

Convert the lead to a client with their original answers attached

See the Lead Inbox

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Intake Form

Every Brief Attached to Its Order

Send an intake form after an order is placed and every answer becomes structured Project Data on that order. Briefs, uploaded files, spreadsheets, and links stay connected to the work, so your team has the context it needs in one place.

Save submitted answers directly to the order

Keep files, spreadsheets, and links with the brief

Send reminders when required details are still missing

Create a different intake form for each service

Keep project data available throughout the order

Build an Intake Form

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Build Every Form Around Your Workflow

A form builder for agencies with the fields and controls to handle real client workflows. Drag in what you need, add conditional rules, collect files or payments, and publish without relying on another form plugin.

Drag & Drop Builder

Add and reorder fields while building the form around the information you need to collect.

Conditional Logic

Show or hide fields based on the answers or options a client selects.

File & Spreadsheet Uploads

Collect briefs, reference files, spreadsheets, and other documents with the submission.

Payment Fields

Let clients pay through your enabled payment methods, including online gateways and bank transfer.

Signature & Agreement

Let clients type, draw, or upload a signature before submitting the form.

Coupons & Tax

Apply available discounts and country-based tax rules during checkout.

Spam Protection

Use CAPTCHA and required-field validation to reduce unwanted or incomplete submissions.

Export Responses

Export form submissions to CSV or Excel whenever you need the data outside the workspace.

★★★★★

“We replaced a Typeform, a Google Sheet and a payment link with one order form. The client fills it, pays, and the whole job is already set up before anyone on my team opens a laptop.”

Marisol Vega

Founder, Lumen Studio

One Link Is All Your Intake Stack Needs.

Orders, enquiries, briefs and onboarding — collected once, filed correctly, every time.

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