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
- 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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Open the builder, describe any changes in chat, and publish. Responses route to Slack, Notion, or Sheets automatically.
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