Intake Forms
Collect client and prospect information with beautiful, branded forms — built into Slant, filled into Slant, included with Slant.
Primary client
Tell us a bit about yourself.
First name *
Last name *
Date of birth *
Email *
Would you like to add a co-client? *
Add a section for tax documents and make the upload required.
Added Tax documents with four upload fields and marked the return required.
Modern firms send modern forms.
Forms, reimagined.
Describe it. Slant builds it.
Type what you want in plain language and watch the form appear. Instead of complicated form builders, simply chat with Slant to make changes, make edits, and add new fields.
Pre-filled with what you already know.
Forms pull from your CRM before they're sent, so clients only answer what's missing. Less friction for them, higher completion rates for you.
Answers land in the CRM, not your inbox.
When a form is submitted, apply the responses directly to the client record in one click. No exporting, no copy-pasting, no manual data entry.
Your brand, not a boring form.
Forms pull your logo, colors, and type straight from your brand kit. Clients open something that looks like your firm — not a generic, unbranded questionnaire.
One less tool to pay for.
Forms are included with Slant. No separate form builder, no extra subscription, no integration to maintain — one vendor, one login, one bill.
Scale personal advice
FAQs
Be the reason behind the retirement party, the second home, the peace of mind.