Client Intake Forms for Ongoing Client Work
Collect structured answers, files, and signatures in a branded client portal. Use conditional logic, due-date reminders, and reusable templates while keeping every request tied to the right client account.
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Everything you need to collect client information
Build a request, send it to the right client audience, and keep answers, files, follow-up, and progress together in the client account.
- 13 response field types
- Conditional logic
- File uploads
- Signature fields
- Sensitive short-text fields
- Due dates
- Email reminders
- Scheduled publishing
- Reusable templates
- AI-assisted templates
- Request dashboard
- Response timeline
- PDF and ZIP exports
- Archive and restore
- Client visibility controls
- Branded client portal
One request from draft to response
Your team can track what needs attention while each client gets a focused, branded place to complete the request.
Request dashboard
- See each stage of active work
- Spot overdue requests
- Keep completed requests available
Client signatures
- Draw to sign in the browser
- Works across desktop and mobile
- Saved with the response
Branded client portal
- Your business name, logo, and colors
- A portal address configured for your business
- Saved responses and visible progress
Build the Request Your Workflow Calls For
Arrange the fields and instructions your client needs, preview the request as you work, and use section headings to keep longer forms easy to follow.
- 13 response field types for text, choices, dates, and more
- File upload and signature fields
- Show or hide later fields with AND/OR conditional rules
- Optional sensitive handling for selected short-text answers
Send Each Request at the Right Time
Publish a request now or schedule it for later. Add reminders around the due date, then review the planned and sent email history without rebuilding the follow-up trail.
- Schedule a request to publish at a future date and time
- Remind clients before, on, or after the due date
- Send a manual notification while a request is active
- Assign selected portal members or make the request available account-wide
Keep Submitted Files with the Client Account
Let clients add files directly to the request instead of sending attachments across separate email threads.
- Accept one or multiple files from an upload field
- Store uploads in a request-oriented folder in account Files
- Download the request's submitted files together as a ZIP
Reuse a Proven Starting Point
Start with a Sydnee-provided template, build a shared template for your team, or save an existing request for the next client.
- Browse templates for common client workflows
- Build a template from scratch or generate one with AI
- Save your own fields, instructions, and conditional rules
- Edit the new request before publishing it
- Create requests from templates through the public API
FAQ
Sydnee Requests are built around ongoing client work. Each form belongs to a client account, appears in the branded portal for its intended audience, keeps responses together, and can collect files into the account's Files system.
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Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick BenskeBenske Agency, FounderWhether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven DiamondDiamond Ai Media Group, FounderBetween the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo SantosCo-found Council of MarketersIt's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael RapinoHoneyQuill Agency, FounderSydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Luis LeonPromise Pixel, FounderSydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, OwnerMcdermott Law Firm, PLLC