Intake Forms
Streamline client discovery and onboarding.
Onboard clients professionally from the start. Build custom questionnaires to collect project details, briefs, assets, and contact details from potential clients, automatically generating CRM records.
Client Intake Forms
Collect project requirements automatically.
The Freelancer Advantage
How Intake Forms in Aranora transforms your daily workflow compared to traditional methods.
- Chasing clients via email for logo files, project summaries, and contact details.
- Sending a single intake link that gathers all files and details in one structured form.
How Intake Forms Works
Three simple steps to make intake forms part of your daily workflow.
Build your questionnaire
Drag and drop fields for text, numbers, file uploads, and checkboxes to capture exactly what you need.
Share or embed it
Send a unique link or embed the form directly on your website so leads submit on their own schedule.
Let leads become records
Submissions automatically create CRM profiles and trigger notifications — no copy-pasting required.
Why Freelancers Choose Intake Forms
Real outcomes you can expect when you bring intake forms into Aranora.
Professional Onboarding
Impress leads from day one with structured, branded onboarding forms instead of email surveys.
Automated Workflows
Save hours of copy-pasting by having submission data automatically populate your database.
Core Capabilities of Intake Forms
Built to streamline your freelancing operations without technical complexity.
Who is Intake Forms for?
Designers, writers, developers, and agency owners with a structured onboarding process.
Intake Forms — Frequently Asked Questions
Quick answers to the questions freelancers ask most about this tool.
Can I use intake forms on my own website?
Yes. Each form generates an embed code you can drop into your site, plus a unique share link for email or social profiles.
What happens when a lead submits the form?
A new client record is created automatically in your CRM and you receive a notification, so no enquiry slips through.
Can leads upload files?
Yes. The form builder supports file attachments, so clients can send briefs, assets, and references in one submission.
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