Forms to collect client info without the back-and-forth
LEDGRR's form builder lets you create custom intake forms, questionnaires and surveys—then automatically route responses into your CRM, projects and workflows.
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Forms
Data Collection
Collect the right info from every client—on autopilot.
Drag-and-drop form builder
Build custom forms with text fields, dropdowns, file uploads and conditional logic—no coding required.
Branded forms
Customize every form with your logo, colors and domain so clients see a consistent, professional brand.
Automated workflows
Trigger actions when a form is submitted—create CRM contacts, send contracts, assign tasks and notify your team.
CRM-connected
Every form submission creates or updates a CRM contact, so client data is always current and centralized.
Embeddable forms
Embed forms on your website, share via link or email, and attach them to scheduling events for pre-meeting intake.
Project-ready data
Form responses flow directly into project briefs, task descriptions and custom fields—no copy-paste needed.
Gather client details with forms that do the work for you.
Build forms in minutes
Drag and drop fields to create intake forms, questionnaires and surveys. Add conditional logic so clients only see questions relevant to them.
Collect files and signatures
Let clients upload documents, images and assets directly through a form. Collect e-signatures on intake agreements without a separate tool.
Automate actions on submission
When a form is submitted, LEDGRR can create a CRM contact, send a contract, schedule a call or assign tasks to your team—automatically.
Embed forms anywhere
Add forms to your website with a simple embed code, share them via link or email, or attach them to scheduling events for pre-meeting intake.
Track form responses in one place
See every submission in a centralized dashboard. Filter by form, date or client, and export responses when you need to analyze the data.
From form submission to project
When a client submits an intake form, LEDGRR can automatically create a project, populate task descriptions and assign team members—no manual entry.
Laura, Business Coach
My intake form used to be a messy email thread. Now clients fill out a branded form and it all flows into LEDGRR. I show up to every kickoff call already knowing what they need.
10,000+
Services firms trust LEDGRR
Browse LEDGRR's form templates
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Keep exploring LEDGRR's features
Time tracking
Keep track of the hours you work every day, on every project and on every device. Add notes and mark the task completed with each new entry.
Task management
Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.
Get started in 30 seconds.
Build custom forms, collect client info automatically and route responses into your CRM, projects and workflows.