Intake Forms With E‑Signatures, Made Easy for Therapists and Counselors

Getting started with a new client should feel calm, clear, and professional—not like a stack of clipboards in a waiting room.

With Breely, you can build intake forms that collect the details you need, guide clients through each step, and include agreement-style fields for policies and consent. Forms can be organized into sections, marked as required where needed, and tailored to your workflow with conditional logic and branded styling.

Collect the right information before the first session

A strong intake process helps you spend less time chasing paperwork and more time supporting clients.

Breely forms can include question types such as:

• Name and email with client contact fields
• Phone number collection
• Short and long text responses
• Dates
• Yes/no questions
• Checkboxes, dropdowns, and radio buttons
• File uploads for documents or supporting materials
• “Agree to Terms” fields for policies and agreements

That means you can create a smoother intake experience for counseling practices, therapy clinics, and solo providers alike.

Make forms feel thoughtful, not overwhelming

Intake forms don’t have to be one giant wall of questions.

Breely lets you organize forms into sections, reorder questions, preview the experience, and show different follow-up questions based on a client’s answers using conditionals. That’s especially helpful when you want to keep forms relevant and avoid asking everyone the same long list of questions.

You can also customize the look with your logo, colors, fonts, and background styling so the form feels like an extension of your practice—not a random third-party page.

Save time with built-in follow-up automations

Once a form is submitted, Breely can help keep things moving.

Form automations can send:

• Confirmation emails
• Text messages
• Appointment reminders
• Internal notifications
• Webhooks to connect with other tools

If your intake form also includes appointment booking, the thank-you page can show confirmation details along with options like adding to a calendar, rescheduling, or canceling.

A little automation goes a long way. Fewer manual follow-ups, fewer missed steps, and fewer “just checking if you got my form” emails.

Give clients a smoother, more familiar experience

Breely also supports client login within forms, which can help returning clients move through the process faster. Clients can sign in with email verification, Google, or Apple, and previously entered information can pre-fill forms they’ve completed before.

That means:

• Less repeat typing
• Faster repeat bookings
• A more seamless client experience
• Less admin cleanup on your side

Start with intake forms that work for real practices

Whether you’re onboarding new therapy clients, collecting counseling paperwork, or confirming office policies before a first appointment, Breely gives you flexible forms that are easy to build and easy to complete. From structured questions to agreement fields and automated follow-up, it helps your intake process feel polished from the very first click.

Ready to make intake simpler? Create your form, add your agreements, and give clients an easier way to get started.