Client Intake Forms That Route Work for You

Welcome to Tech Tuesday!

Stop chasing details by email. A simple client intake (or internal request) form captures the right info the first time and can automatically drop it into your spreadsheet, notify the right person, and kick off the next step.

Tools to Try

• Microsoft Forms → Excel/SharePoint + Power Automate for routing.

• Google Forms → Sheets + Apps Script/Zapier for notifications and tasks.

• Typeform → Beautiful forms with conditional logic; connect to CRMs.

• Jotform → E-sign, file uploads, PDFs; good for client onboarding.

Pro Tips

• Ask only what’s needed: Short forms get completed.

• Use conditional questions: Show follow-ups only when relevant.

• Validate at the source: Email/phone formatting, required fields.

• Auto-route submissions:

  • Create a task in Asana/ClickUp/Trello

  • Send a Slack/Teams message to the right channel

  • Append a row to your Intake sheet with timestamp + owner

• Send confirmations: Auto-reply with “What happens next” + timeline.

• Make it easy to find: Add the form link to your website, email signature, or a QR code at reception.

The Bottom Line

Forms standardize data, reduce back-and-forth, and kick off work instantly—no manual triage.

Next Week:
We’ll turn those form responses into simple dashboards for fast, visual reporting.

— The KIT Digital Team