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Forms for Agencies & Freelancers

Professionalize your client intake process with beautiful forms that set the tone for successful projects.

Streamline Your Process

Client Intake Forms

Gather essential information from new clients in a structured, professional way.

Project Briefs

Collect detailed project requirements and scope from clients automatically.

Creative Briefs

Request creative direction, brand guidelines, and design preferences.

Proposal Tracking

Manage proposals and get client sign-off digitally.

Live Demo

Client Intake Form Preview

This is how your client intake form will look. Multi-step with page breaks, progress tracking, and fullscreen presentation mode.

MC

Mitchell Creative Co.

Brand Identity Project

Step 1 of 3
Secured by Flowvi

Multi-step Forms

Page breaks & progress

Mobile Ready

Fullscreen on any device

Instant Delivery

WhatsApp & Email notify

Frequently asked questions

How can agencies use Flowvi for client onboarding?

Agencies create client intake forms that capture project scope, budget, timeline, and key contacts. Submissions automatically route to the right team members via Slack or email.

Can Flowvi collect creative requirements from clients?

Yes. Build detailed brief forms with fields for brand guidelines, target audience, deliverables, and references. All responses sync to Google Sheets for easy project tracking.

Does Flowvi integrate with project management tools?

Absolutely. Use Flowvi webhooks to send form submissions directly to Asana, Trello, Monday.com, or any tool that accepts incoming webhook data.

Impress your clients

Deliver a polished, professional client experience from day one with forms that work beautifully on any device.