Client Intake Form

Client Intake Assessment. A three-step consultation request form for agencies and consultants, with a services page, an assistant that answers questions from your services and FAQ, and a private review board for your team. Free to clone.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 3 projects & knowledge bases, 2 AI agents, and 1 automation & workflow — ready to run or customize after you clone.

Team Taskade published this agency app in the Taskade Community Gallery.