Intake Forms and E-Signatures for Therapy Clinics, Without the Paper Chase

Make intake smoother for clients and simpler for your team. Create branded therapy intake forms, collect signatures online, and guide new or returning clients through the right next steps—all in one clean experience. Breely supports customizable forms, signature fields, conditional logic, appointment booking, and automated follow-up messages to help clinics save time and stay organized.

Make First Impressions Feel Calm and Professional

Your intake process sets the tone. Instead of juggling PDFs, printouts, and “Can you resend that?” emails, give clients an easy digital experience from the start.

With Breely forms, therapy clinics can:

• Build forms with sections and multiple question types
• Mark important questions as required
• Preview the full client experience before sharing
• Add your logo, colors, fonts, and background styling
• Share forms with a direct link or embed them on your website

Collect Signatures Right Inside the Form

Need signed consent, policy acknowledgment, or intake approval? You can add a signature field directly to your form. Breely also lets you place display text or an agree-to-terms question above the signature area, which is handy for consent language, clinic policies, and other important fine print that nobody actually enjoys reading—but everyone should.

This works well for:

• Consent to treatment
• Practice policies
• Telehealth consent
• Cancellation policy acknowledgment
• Release and authorization forms

Tailor Intake for New and Returning Clients

Not every client should see the same form flow. Breely supports conditional logic, so you can show different questions or sections based on earlier answers. For example, you can ask whether someone is a new client and send them to a longer intake path, while returning clients go straight to booking.

That means you can:

• Keep forms shorter and more relevant
• Create different paths for new vs. existing clients
• Ask follow-up questions only when needed
• Guide clients to the right appointment options

Connect Intake, Booking, and Follow-Up

Breely forms can do more than collect information. Add appointment booking to a form so clients can complete intake and schedule in one flow. You can also collect contact details, phone numbers for SMS opt-in, file uploads, and client login information that can help pre-fill future forms.

After submission, automations can help keep everyone on track with:

• Confirmation emails
• Text reminders
• Appointment updates for scheduled, rescheduled, or canceled visits
• Internal notifications and workflow steps

Keep the Admin Side Manageable

A better intake process should help your team, too. Breely can create or look up client records from form submissions, and forms can be used privately for internal workflows when needed. That’s useful for front-desk scheduling, staff-assisted booking, or concierge-style intake without exposing the form publicly.

If your therapy clinic wants intake forms and e-signatures that feel polished, flexible, and refreshingly less chaotic, Breely is a smart place to start. Create a form, add your signature fields, and give clients an intake experience that feels as thoughtful as your care.