Client intake forms that get signed and returned
Build a form. Send it by email. Get a signed PDF back — all in under 10 minutes. Built for executive, career, and leadership coaches.
You became a coach to change lives.
Not to chase paperwork.
Every hour spent on intake admin is an hour you're not spending with a client.
Without IntakeEase
- Email a PDF attachment to new clients
- Wait days for them to print, sign, and scan it back
- Re-send when they inevitably lose it
- Copy responses into a spreadsheet by hand
With IntakeEase
- Send a form link in 30 seconds
- Client fills it out on their phone
- Get notified the moment they submit
- Download a signed PDF with one click
Features
See it in action
The whole workflow, from building your form to receiving a signed PDF, lives in one place.
Your Coaching Dashboard
Build forms, track clients, and manage signed PDFs — all from one place.
Form Builder
Drag-and-drop fields to build any intake form.
Security
Your client is a VP. Their data should be treated like it.
Encrypted
Isolated by design
Row-level security on every query. Your clients' data is invisible to every other account on the platform.
Full audit trails
Every view, export, and download is recorded. If a client asks "who saw my data?" — you have the answer.
Auto-locking sessions
Walk away from your laptop — your client data stays locked. Sessions expire automatically.
Account-level isolation
Each coach's data is completely walled off. Database-enforced boundaries mean no cross-account leaks — ever.
Three steps. Ten minutes.
It really is this simple.
Simple, transparent pricing
Start free. Upgrade when you're ready. Cancel anytime.
Solo
Building your practice
- Up to 15 active clients
- Unlimited form templates
- E-signatures
- PDF export
- Your logo on forms
- Email support
Pro
Scaling your practice
- Up to 75 active clients
- Everything in Solo, plus:
- Team member access
- Full branding (colors + PDFs)
- Priority support
Active client: someone who has submitted a form in the last 90 days. Inactive clients are automatically archived, freeing up slots.
FAQ
Frequently asked questions
Still have questions? Start a free trial and see for yourself.
Try it freeReady to stop chasing paperwork?
Join coaches who spend their time on what matters — their clients.
14-day free trial · No credit card · Cancel anytime
How IntakeEase compares
Simple, purpose-built, and priced for independent coaches — not enterprise teams.
* Google Forms is free but requires separate tools for signatures and PDF export. IntakeQ pricing is for their Forms plan (intakeq.com). Pricing accurate as of 2026.
No bloat — on purpose
We deliberately don't include scheduling, billing, or CRM. You already have tools for those. IntakeEase does one thing — intake — and does it better than any all-in-one.
Half the price
Starting at $39/month. Competitors charge $60–100+ for features you'll never touch.
Set up in minutes
No 2-hour onboarding call. No training videos. If you can send an email, you can use IntakeEase.
Your data, protected
Encrypted in transit and at rest. Row-level security. Your client information stays yours.