Templates/Customer intake

Pre-session intake your clients actually finish

Pre-session intake your clients actually finish.

Goals, current blockers, what they have already tried, and what success looks like in a flow that feels like a chat, not a tax form. AI summarizes each intake into a 3-sentence brief delivered to your inbox the morning of the session. Custom branding in 8 theme presets so it matches your practice.

No card required. EU-hosted.

Fields included

Full name
Email
Session goals
Current blockers
What they have tried
What success looks like
Session date

All fields are customizable. Describe changes in plain English and the AI updates the form instantly.

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Describe any changes in chat, publish, and send the link. Responses land in Brieform. Ask your AI to read them.

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