Intake Forms and E-Signatures for Consultants, Without the Back-and-Forth

Consulting work runs smoother when clients can fill out forms, agree to terms, and book time in one simple flow. Breely gives you flexible forms, appointment booking, client records, and built-in automation so your intake process feels polished from the very first click.

Make intake feel easy for clients

No one wakes up hoping to complete a clunky form.

With Breely, you can build forms that collect the details you actually need before a consultation, while keeping the experience clean and easy to follow. Forms can include contact information, phone number fields, file uploads, date fields, dropdowns, longer text responses, and an “Agree to Terms” question that lets clients confirm policies before moving forward.

That means you can gather things like:

• Project goals and business background
• Preferred contact details
• Important documents or uploads
• Consultation preferences
• Policy or terms acceptance

And if you want a more tailored flow, Breely supports conditional logic so questions can appear or change based on previous answers. Handy, right?

Capture signatures and consent in the same workflow

For many consultants, “e-signature” really means getting clear digital agreement without the email ping-pong. Breely includes an Agree to Terms field that is required by default, allowing clients to accept terms and conditions directly within the form. This is especially useful for service agreements, cancellation policies, or onboarding consent.

Instead of sending clients off to a separate process, you can keep consent tied to the intake experience so everything happens in one place:

• Fill out the intake form
• Review your terms
• Confirm agreement
• Submit and move forward

Simple for clients. Much nicer for your inbox.

Turn forms into booked consultations

Breely forms can do more than collect information. You can also turn them into booking forms by adding appointment blocks, so new clients can submit their details and schedule time with you in one flow. Breely supports event types, availability settings, scheduling limits, and multiple forms for different services or consulting offers.

This works especially well for consultants who want to:

• Offer discovery calls and paid consultations
• Route different services through different forms
• Set specific availability by service
• Embed booking directly on their website

You can also embed forms on your site or share them with a direct link, making it easy to fit intake into your existing marketing flow.

Stay organized after the form is submitted

Great intake is not just about collecting answers. It is about what happens next.

Breely uses client contact details to look up existing clients or create new client records, helping you keep onboarding information connected to the right person. Clients can also log in, view booking history, and pre-fill forms with past information when applicable.

Once a form is submitted or an appointment is booked, automations can help keep things moving with emails, SMS, and reminders. You can send confirmations, prep notes, follow-ups, or internal notifications based on form activity or appointment status.

And when you want the big-picture view, reporting tools let you analyze clients, forms, bookings, payments, invoices, packages, and revenue in one place.

Built for consultants who want a smoother first impression

Your intake process says a lot about your business. A clear, organized, professional flow helps clients feel confident before the first conversation even starts.

Breely gives consultants a better way to:

• Collect intake details
• Capture agreement to terms
• Book consultations
• Organize client information
• Automate follow-up
• Review form and business data over time

If your current setup involves PDFs, scattered emails, and a tiny bit too much manual work, this is your sign.

Ready to create a cleaner, smarter intake experience for your consulting business? Start building your form and turn first impressions into booked clients.