Client intake & Form Menu · Available
Client intake that verifies every enquiry before it reaches you
One branded link and QR code lists your services. Clients verify their email, then fill the right form — pre-filled if they have been here before.
No credit card required14-day free trial
ImmiPractice gives each firm one Form Menu link and QR code listing its active services. A client picks a service, verifies their email with a 6-digit code, and completes that service’s form. Forms are built in a simple form builder with text, date, dropdown, checkbox and file-upload fields. Returning clients see their previous answers pre-filled.
The problem
Generic web forms attract spam and typos, create duplicate records and ask returning clients to start from scratch. Links printed on flyers break when forms change.
Who uses it
Owners, marketing and reception teams.
Privacy & control
Email verification (OTP) gates every submission. The menu can be switched off instantly without deleting anything.
How it works
Share one link
Put the Form Menu link or QR code on your website, email signature, reception desk and ads. Choose a grid or list layout and a welcome message.
Verify the email
The client enters their email and a 6-digit code. Nothing is submitted without it, which keeps spam and fake contacts out of your pipeline.
Complete the right form
Each service has its own form with the fields you choose, including file uploads. Name, mobile and email are always required.
Land in the pipeline
The submission becomes a lead with source “Form Menu”, and the right people get a notification.
What your team sees
- Form builder: single-line, paragraph, email, phone, dropdown, radio, checkbox, date and file upload fields
- Per-service forms and service ordering
- Uploaded files attached to the lead, downloadable with permission checks
What your client sees
- Your services in your branding
- One code verifies them for an hour, so they can apply for several services in one sitting
- Pre-filled answers when they come back to update
Availability and scope: Available today. Older direct form links keep working and redirect into the verified flow. — checked 22 October 2026.
Questions about client intake & form menu
Can clients complete intake and forms on their own, without staff help?
Yes, for the parts that should be self-service. Clients open your Form Menu link, verify their email with a one-time code and complete the right service form with file uploads. Returning clients see their earlier answers pre-filled, and portal questionnaires save as they go, so they can finish in more than one sitting. Staff step in to review, not to re-type.
Do clients need an account or password?
No. They verify their email with a one-time 6-digit code. That is all.
Can I collect documents at intake?
Yes. Any form can include file-upload fields; uploads are stored privately and attached to the lead.