An AI client intake form in minutes, reviewed like a brief

A generator only knows what you tell it, so it fills the gaps with a generic agency. That is how you end up with budget bands you do not quote and service options you do not sell. Give it six things: who fills in the form and when (a prospect before a call, or a signed client before kickoff), your actual service list, your budget bands, the fields that are required, anything to exclude, and what the thank-you screen should promise.

Keep pre-sale and post-sale separate. A prospect deciding whether to talk to you will answer five to eight questions; a signed client preparing for kickoff will answer twenty. Our guide to client intake questions for agencies splits a 40-question bank by stage if you want the full list to choose from.

These are the review points to work through on any AI draft, from any tool. They come from how intake forms fail in practice, not from a measured test of generators.

Separate two kinds of data. The prompt is what you type to generate the form. Responses are what clients later submit. With Zunoform's generator, only the prompt is sent to an AI model, at the moment you click generate; no client responses are involved in generating a form. The prompt goes to Google's Gemini API (the default model in our code is Gemini 2.5 Flash), and what comes back is validated and saved as an ordinary draft form in your workspace. Zunoform stores the generated form and its name, not the text of your prompt.

How Google handles prompts sent to the Gemini API is set by Google's Gemini API terms, which treat paid and unpaid use differently, including whether prompts may be used to improve Google's products. Read them if your prompts could contain anything sensitive. Other vendors differ: Jotform names ChatGPT as the model behind its generators, and Makeform's tool page does not say which model it uses.

The practical rule is the same everywhere. Describe the form, not the client. "Intake for a dental clinic's website redesign" is enough; a client's name, contract value or health details do not belong in any AI prompt.

The generator builds the form, not the process around it. Connections are set up afterwards: Google Sheets, Zoho CRM, Zapier catch hooks and webhooks work on the free plan; Slack, Notion, HubSpot, Airtable and Mailchimp need Pro or Business. Our guide to agency intake in Google Sheets shows a review queue with owners and statuses built on those rows.

Two common intake additions are also manual. A booking step uses the scheduler question with Google or Outlook calendar sync, available on every plan. A deposit uses a payment field connected to your own Stripe or PayPal account, which needs Pro or Business to publish. If you track where leads come from, add hidden fields for UTM parameters so each response carries its source.

Zunoform works well for agencies that want the intake form, the booking step and the delivery into Sheets or a CRM in one place, with a conversational, single-page or document layout. The AI generator is Business-only at $24.99/month and opens its draft as a conversational form; for a document-style brief with explanatory text between questions, build it in the document layout by hand, which is free.

If you want AI drafting at no cost, Makeform, Jotform and Youform include it on free plans, and Makeform and Youform also allow unlimited free responses where Zunoform Free stops at 500 a month. Zunoform has no HIPAA or BAA offering, so it is not the right tool for clinical intake. For a full client portal with contracts and invoices, see our comparison of client onboarding form software. Agency templates such as the website design questionnaire, brand discovery questionnaire and SEO client onboarding questionnaire are free on every plan.