Collect the same structured intake every engagement. Embed on your “start a project” page, notify the team, keep submissions in one inbox, and export when you open the workspace elsewhere.
Intake over email threads loses requirements. You need repeatable fields — goals, timeline, assets, contacts — without buying a full agency OS you will not run.
Build an intake form with the questions you always ask, embed it on your site, notify the account lead, and review in a dedicated inbox. Export CSV or webhook into the PM tool you already use. We do not claim built-in project boards.
Standardize fields: contact email, company, project type, goals, timeline, budget range (choice), links to assets, anything else you always chase later.
Keep intake separate from general contact so qualified work is obvious.
Hand off to Notion, Linear, or your PM stack via CSV, API, or Pro webhook — FormKlar is the capture layer.
Encode your intake checklist as fields so nothing important is skipped.
Email the account lead when a new intake arrives.
Review intakes without mixing them into casual contact messages.
CSV, API, or Pro webhook — FormKlar is not a project manager.
Goals, timeline, budget band, stakeholders, asset links — turn each into a field.
Add required contact fields plus long-text goals and choice fields for project type.
Paste beside your positioning; set notify to the person who scopes work.
Export or webhook into the tool where delivery actually happens.
Create a Client intake form with Email, Name, Company, Project type (choice), Goals (textarea), Timeline, Budget range (choice), and Asset links. Notify the account lead. Embed on your start-a-project page and keep it separate from general contact.
Email, Name, Company, Project type (choice), Goals (textarea), Timeline, Budget range (choice), Asset links, optional phone.
No. FormKlar captures intake; you run delivery in your existing PM tools.
Prefer links to shared drives in a text field for the MVP path unless your plan/docs show upload support.
No client portal product — share the public form link or embed on your site.