Create Custom Intake Forms with Intelligent Routing
An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process.
The proper use of intake forms and an automated intake process will save your employees time and effort and can reduce any accidents caused by human error. Imagine if, while doing data entry by hand, one of your team members mistakenly makes a typo, or copies the wrong field. It’s a simple error that anyone can make, but it could cause major problems down the line or require hours to hunt down the error and fix it afterward. By using a custom online intake form, mistakes like this can be avoided.
On this page, we’ll go over some of the many benefits of intake forms, and look at some intake form examples for you and your business.
Best of all, our form intake software is entirely customizable to your needs, no matter your use case.
In the diagram above, you can see how the system collects, tracks, and routes individual requests to the proper staff for processing.
A request intake form builder provides drag and drop tools for developing workflows that follow preset business rules and ensure that requests are assigned to the best person to handle them. You can base assignments on a role, management level, department, or any other attribute.
If your intake process requires collecting documents and files, you can build custom, web-based document collection forms that meet your specific business needs. Clients, employees, and vendors can review requirements and then attach relevant files to be routed through your organization for review, approval, and filing. A document intake form simplifies the process of collecting critical information and ensures documentation requirements are met, streamlining the intake process and reducing turnaround times.
But you're not limited to documents. Users can attach any kind of permissible files to a form. For instance, images, video, spreadsheets, PDFs, schematics, and more.
Here’s a helpful intake form example that many businesses will need. The intake process sets the foundation for the ongoing relationship between the client and the vendor. It is the critical step where client and project information is collected for use throughout a project lifecycle.
The process usually begins with an information form being completed either by the client or the vendor. The information may include:
An intake form, like the one in this example, provides clients and internal teams with a secure method for capturing critical information as part of a client onboarding process.
Our Form Designer has been built from the ground up to make it easy for business users to develop great-looking forms quickly. Include complex form logic, line items, or any other form element you need.
We have a variety of resources and examples for things like intake forms to help you on your journey to an automated intake workflow.
To see how quickly you can begin automating your intake processes, request a demonstration or trial of Integrify.
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