Collect the client information you need before the work begins.
Create shareable intake forms for onboarding and project requirements, send a public link, or attach a form to a proposal. Available on Independent and above.
Forms
Send a form to a client and collect their answers in their portal.
Shareable intake forms for cleaner client onboarding.
Collect what you need before the work starts through a public link or alongside a proposal.
Forms Delivered
Through the Portal
Intake forms live in the same branded portal as proposals, invoices, and messages — so clients always know where to find their work.
Customizable
Field Types
Short text, long text, dropdowns, file uploads, checkboxes, and URL fields. Build forms that match the information you actually need.
Client intake
Tell us a little about you and the work, so the first call is a useful one.
3 Simple Steps
Automatic Collection
Responses flow into Kwill automatically when clients submit — no manual follow-up needed.
A Polished Client Experience
Clients see a clear, branded form in your portal — no chasing email threads or confusing spreadsheet links.
Form sent
Client receives the form link in their portal.
Form submitted
Client fills out every field and submits.
Responses collected
Answers appear in Kwill, ready to review.
One Portal Link
Proposals, invoices, forms, and messages — all in one branded portal the client bookmarks once.
Build → Share link → Collect answers
Use public forms before a proposal or keep intake attached to a proposal when that fits the engagement.
Build the form
Share a link
Client fills it in
Collect responses
Intake forms for the moments before work starts.
Example workflows freelancers use shareable forms for not a claim of a fixed template catalog.
Project discovery
Ask goals, scope, and constraints before you write the proposal.
Discovery form
What are your goals?Timeline?Budget range?Key constraints?Client onboarding
Collect contacts, brand basics, and kickoff details in one shared form.
Onboarding form
Contact name
...Brand colors
...Kickoff date
...Service requests
Let prospects request a service with the details you need to respond.
Service request
Website redesignSEO auditBrand identityProject requirements
Capture requirements and preferences so delivery starts with fewer gaps.
Requirements
Logo files (.svg)Style guideContent draftTimelineCollecting project information
Gather files references, timelines, and context ahead of the first milestone.
Files & info
brand-guide.pdftimeline.xlsxreferences.zip
Intake form questions
How public share links and proposal-attached forms work in Kwill today.
Look like an agency of ten, even if you're a team of one.
Free to start. Takes 5 minutes. Your brand, not ours — in any currency, from any country.