Intake forms that only ask what applies
Build questionnaires once and send them on any project. Questions appear when earlier answers call for them, lists grow as long as the client needs, and every submission stays with the project.
Questions that appear only when they apply
Clients answer what matters to them and skip the rest. Set conditions on a field or a whole group, and try them in the preview before you publish.
- Show a field or group when all of its conditions match, or when any one does
- Repeatable groups collect lists such as locations or contacts, with a minimum and a maximum
- Mark fields required, and add a placeholder and help text
- Headings and descriptions break a long questionnaire into parts
Every answer, kept with the project
A form’s Submissions tab lists who sent it and when. Open one to read the answers and download the files that came with it.
- Export every submission as a CSV file
- Uploaded files also appear in the project’s Files tab
- Delete submissions you no longer need
Build it once, use it on any project
A form is Draft until you publish it. Once it is published, add it wherever a client should fill it in.
On a task
Add a Form action to a task. When the client submits it the task completes, or moves to review if you asked for one.
On a portal page
Link a form to a page and it sits under the page text and embed, ready to fill in.
From a template
Start from one of the ready-made form templates, add it to your workspace and edit your copy.
Works with workflows
The Form submitted trigger can listen to every form on the project, or to one task or one form.
Answers in, call booked
When the questionnaire comes back, the project owner hears about it and the booking task opens for the client.
- 1Notify team member: Maya Ortiz
- 2Set task status: Book the kickoff call to Active
A nudge before it is due
A day before the questionnaire is due, the client gets a short email with a link back to the task.
- 1Send email to the client
- 2Delay 2 days
- 3Notify team member: Maya Ortiz
Questions
What happens if I edit a form clients have already filled in?
Forms are not versioned. Your edit applies to future submissions, and existing submissions keep the answers they were given.
Can clients send files through a form?
Yes. Add a File upload field. The files are kept with the submission and you can download them from it.
Can I get the answers out of Upclient?
Open the form’s Submissions tab and click Export submissions to download every submission as a CSV file.
Do I have to build a form for every project?
No. A form belongs to your workspace. Build it once, publish it, and add it to tasks and pages on any project.
More of Upclient
All features- ContractsSigned in the portal, countersigned by you
- E-signaturesA drawn or typed sign-off on any task
- File uploadsAsk for files and keep them with the project
- EmbedsBooking calendars and videos inside a task
- Portal pagesWelcome notes, briefs and timelines
- MessagesProject threads with internal replies
- Notifications and remindersYour team hears, clients get reminded
- Review and approveApprove client work or send it back
- BrandingYour logo, colour, header and layout
Send your first questionnaire
Copy a form template, make it yours and add it to a task.