FormsHQ

7.1easy start · #6 of 27
in Client Intake Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $29/mo.

FormsHQ is ranked #6 of 27 in client intake software on The Geeks Club. It runs on Web. There is a free plan. Paid plans start at $29/mo.

FormsHQ plans and pricing

All plans

Starter Form Free 1 published form · 50 responses per month · basic templates · email notifications · CSV export · FormsHQ branding formshq.io · 28 Sept 2026

Smart Forms $29/mo $29/mo 5 forms · 1,000 responses per month · custom branding · conditional logic · file uploads · payments · redirects formshq.io · 28 Sept 2026

Growth Workflows $99/mo $99/mo 25 forms · 10,000 responses · approval routing · PDF packets · CRM handoffs · team seats · workflow analytics formshq.io · 28 Sept 2026

Business Portal $249/mo $249/mo Multi-form portals · reviewer roles · advanced document mapping · payment/signature gates · priority support · launch QA formshq.io · 28 Sept 2026

Compared on client intake software

Free plan: Yes
Paid from: $29/mo
Client portal: Yes
E-signatures: Yes
Document uploads: Yes
Workflow automation: conditional
Payment collection: Yes
Custom branding: Yes

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The record

Purpose: FormsHQ turns forms into workflows for lead qualification, submission routing, document packets, payments, signatures, and sending data to other tools.
AI form design: AI-assisted design can generate questions, helper text, validation, conditional pages, and review criteria from a plain-language brief.
Workflow management: Teams can score submissions, assign records to owners, track status and deadlines, and route submissions for review.
Documents: FormsHQ can generate summaries, PDFs, agreements, disclosures, internal memos, and client-ready packets from submissions.
Integrations: The site says data can be sent to email, sheets, CRMs, calendars, payment tools, and automation platforms; it does not name specific integration products on this page.
Payments and signatures: FormsHQ supports collecting deposits or payment authorizations and preparing signature-ready documents at workflow steps.
Security and review: The site describes role-based review paths, structured exports, consent and signature checkpoints, and human approval before generated packets are sent.
Intended users: The site presents workflows for legal and health intake, agency onboarding, loan prequalification, HR onboarding, and events or bookings.
Practice Better use: For wellness and coaching practices, FormsHQ describes treatment trackers, recurring check-ins, results lists, intake rebuilds, and follow-up workflows.
Support and services: The Business Portal plan includes priority support and launch QA, and the site offers done-for-you workflow builds as one-time setup projects without listing a setup price.
Response limit: The free Starter Form plan includes 50 responses per month; Smart Forms includes 1,000 responses per month, and Growth Workflows includes 10,000 responses.
Company and location: The site identifies FormsHQ with SETTEROS and gives an Atlanta, Georgia address at 3715 Northside Parkway Northwest, Building 100, Suite 500.
Headquarters: Atlanta, Georgia, United States
Price from: $29/mo

Where it ranks on The Geeks Club

Best Client Intake Software in 2026#6 of 27

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Sources

formshq.io· checked 28 Sept 2026
formshq.io/practice-better/· checked 28 Sept 2026