Intake Forms That Feel Easy to Sign, Easy to Submit, and Easy to Love

Therapy intake doesn’t have to mean clipboards, missing pages, or a stack of forms that somehow multiplies overnight.

With Breely, therapy clinics can create digital intake forms that collect client details, guide people through the right questions, and include built-in e-signatures. Forms can also be shared directly or embedded on your website, so clients can complete paperwork before the first session from wherever they feel most comfortable.

Make Intake Smoother for Clients and Staff

A great intake experience sets the tone for care.

Breely forms can be used to collect information on their own or as part of the booking process, which makes them a practical fit for therapy clinics that want fewer steps and less back-and-forth. Forms are organized into sections, can include required fields, and let you preview the experience before sharing it.

Helpful ways clinics can use intake forms:

• Gather contact details and background information
• Collect consent and agreement checkboxes
• Request longer written responses with paragraph fields
• Upload supporting files when needed
• Combine intake with appointment booking in one flow

Add E-Signatures Without Adding Friction

When a form needs a signature, Breely includes a Signature question that lets clients sign or type their name directly in the form. Once a signature is added, the form becomes digitally signed, timestamped, and uneditable, and a PDF copy of the signed form can be downloaded.

That means your clinic can collect acknowledgments and signed paperwork in a way that feels simple for clients and more organized for your team.

You can also add an Agree to Terms question for policies or consent language clients must accept before continuing.

Build Smarter Forms for New and Returning Clients

Not every client should see the same intake path.

Breely supports conditional logic, so your form can change based on previous answers. For example, you can ask whether someone is a new client, then send new clients to a more detailed intake section while returning clients skip ahead to the right next step.

That helps therapy clinics:

• Keep first-visit paperwork thorough
• Keep returning-client updates short
• Reduce unnecessary questions
• Create a more thoughtful client experience

In other words: less “Why am I filling this out again?” energy.

Match Your Brand and Fit Your Workflow

Forms are customizable, so clinics can adjust branding with logos, colors, fonts, and backgrounds for a more polished experience. Breely also supports automations after submission, including email and SMS, which can help with confirmations, reminders, and internal follow-up.

You can share forms in the way that works best for your clinic:

• Send a direct link
• Embed the form on your website
• Use forms privately for internal workflows when needed

Give Clients a Better First Step

Intake forms with e-signatures help therapy clinics look more professional, stay more organized, and make the first interaction feel calm instead of chaotic.

If you’re ready to simplify paperwork and create a smoother intake experience, start building a Breely form that works the way your clinic does.