Start from a ready-made template for your industry, edit any question, add a PIN and send one link. Clients answer on any device, with no account, and every answer and file lands in that client's workspace.
What do you need help with?Moving our patient files off email
Network_Diagram.pdf · uploaded
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CORE · WORKSPACEIntake form submittedNorthbridge Family Dental · answers and 1 file, scanned and saved
Why Flow forms beat a generic online form.
A generic form collects answers somewhere else. Flow collects them where the work already is.
Answers land with the client's files.
Every submission attaches to the client's workspace in Core, next to their documents, conversations and signed copies. No separate form inbox to check, no spreadsheet to copy from.
Files come in with the answers.
Add file upload fields for insurance cards, tax documents or a network diagram. Each upload is scanned for malware and saved in the client's workspace under Form uploads, linked to the response.
A PIN for sensitive forms.
Add a PIN so only the person you sent it to can open the form. Set it per form.
No account for your clients.
One link, any device. Your clients fill in the form on their phone in a few minutes, without creating a login.
Start from a template, in your own words.
Pick a ready-made template for your industry, then change, add or remove any question. Or build your own from scratch.
Works with the other four modules.
Need a password? Send a Secure Drop. Need a signature? Send the PDF to Sign. Forms stay focused on questions, and every answer stays in one place.
From template to answers in minutes.
PICKChoose a template
Start from one made for your industry, or a blank form.
EDITMake it yours
Change any question and add a PIN for sensitive forms.
SENDShare one link
Send it by email or share the link. Your client needs no account.
DONEAnswers arrive
Submissions and files land in the client's workspace.
The template library.
Ready-made intake templates by industry, with new ones added regularly. Pick your industry to filter.
MSPs & IT providersPIN optional
New client technical onboarding
Example questions. Edit any of them.
MSPs & IT providersPIN optional
New user setup request
Example questions. Edit any of them.
MSPs & IT providersPIN optional
User offboarding request
Example questions. Edit any of them.
AccountingPIN optional
Bookkeeping intake
Example questions. Edit any of them.
Law firmsPIN optional
Legal client intake
Example questions. Edit any of them.
Law firmsPIN optional
Estate planning enquiry
Example questions. Edit any of them.
Law firmsPIN optional
Business legal enquiry
Example questions. Edit any of them.
MSPs & IT providersPIN optional
New user setup request
Example questions. Edit any of them.
MSPs & IT providersPIN optional
User offboarding request
Example questions. Edit any of them.
AccountingPIN optional
Accounting client intake
Example questions. Edit any of them.
MSPs & IT providersPIN optional
New user setup request
Example questions. Edit any of them.
MSPs & IT providersPIN optional
User offboarding request
Example questions. Edit any of them.
AccountingPIN optional
Payroll service intake
Example questions. Edit any of them.
Healthcare & dentalPIN optional
Healthcare appointment intake
Example questions. Edit any of them.
Law firmsPIN optional
Estate planning enquiry
Example questions. Edit any of them.
Law firmsPIN optional
Business legal enquiry
Example questions. Edit any of them.
MSPs & IT providersPIN optional
New user setup request
Example questions. Edit any of them.
MSPs & IT providersPIN optional
User offboarding request
Example questions. Edit any of them.
AccountingPIN optional
Accounting client intake
Example questions. Edit any of them.
MSPs & IT providersPIN optional
New user setup request
Example questions. Edit any of them.
MSPs & IT providersPIN optional
User offboarding request
Example questions. Edit any of them.
AccountingPIN optional
Payroll service intake
Example questions. Edit any of them.
Healthcare & dentalPIN optional
Dental appointment intake
Example questions. Edit any of them.
Law firmsPIN optional
Estate planning enquiry
Example questions. Edit any of them.
Law firmsPIN optional
Business legal enquiry
Example questions. Edit any of them.
MSPs & IT providersPIN optional
New user setup request
Example questions. Edit any of them.
MSPs & IT providersPIN optional
User offboarding request
Example questions. Edit any of them.
AccountingPIN optional
Accounting client intake
Example questions. Edit any of them.
MSPs & IT providersPIN optional
New user setup request
Example questions. Edit any of them.
MSPs & IT providersPIN optional
User offboarding request
Example questions. Edit any of them.
AccountingPIN optional
Payroll service intake
Example questions. Edit any of them.
Healthcare & dentalPIN optional
Therapy appointment enquiry
Example questions. Edit any of them.
ConsultantsPIN optional
Consulting engagement intake
Example questions. Edit any of them.
AgenciesPIN optional
Agency project intake
Example questions. Edit any of them.
AgenciesPIN optional
Design project brief
Example questions. Edit any of them.
AgenciesPIN optional
Marketing campaign intake
Example questions. Edit any of them.
AgenciesPIN optional
Website project intake
Example questions. Edit any of them.
Questions about Flow forms.
Do my clients need an account?
No. They open the link you send and fill in the form from any device.
Can I change the questions in a template?
Yes. Every template is a starting point. Edit, add or remove any question before you send it.
Where do the answers go?
Into the client's workspace, next to their files, conversations and signed documents.
Should I ask for passwords or signatures in a form?
No. Send passwords and codes with Secure Drop, so they expire after they are read, and send documents for signature with Sign. That keeps the right record for each.
How many submissions do I get?
Starter includes 100 form submissions a month, Professional 1,000 and Business and up unlimited. Allowances reset every month, and a client is never stopped from submitting.
Can clients upload files in a form?
Yes. Add a file upload field. Each field takes one file, up to 25 MB by default and up to 100 MB if you raise it, and you choose whether it accepts documents, images or spreadsheets. Files are scanned for malware and saved in the workspace under Form uploads.
Send your first intake form today.
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