IntakeEase logoIntakeEase
Coming Early 2026

Simple intake forms
for solo coaches

Build professional client intake forms in minutes. Collect signatures,

E-signaturesMobile-friendlyInstant notifications
app.intakeease.com

My Forms

Manage your intake forms

Coaching Agreement

Updated 2 days ago

Active

Client Discovery Questionnaire

Updated 1 week ago

Active

Payment Authorization

Updated Just now

Draft

Practice Policies

Updated 3 days ago

Active
Key features

Everything you need to
streamline client intake

Professional forms, e-signatures, and instant notifications—all in one simple platform built for coaches.

5-Minute Setup

Create professional intake forms with our drag-and-drop builder. No technical skills required.

Form Builder
PreviewPublish
Full Name
Email Address
Coaching Goals...

E-Signatures Built In

Collect legally valid signatures directly in forms. Download signed PDFs for your records.

Client Signature
Sarah Johnson
Signed: Dec 5, 2025Verified

Mobile-Friendly

Clients complete forms on any device. No more printing and scanning.

Starter Templates

Coaching agreements, discovery forms, and more—ready to customize.

Coaching Agreement
Terms & signatures
Client Discovery
Goals & expectations

Instant Notifications

Get notified immediately when clients submit forms. No more chasing paperwork or wondering if forms were received.

New submission received
Sarah Johnson • Coaching Agreement
2m ago
Signature collected
Mike Chen • Client Discovery
1h ago
Pricing

Simple pricing that scales
with your practice

No hidden fees. No per-user pricing. Cancel anytime.

Start here and scale up

Trial

Free
$0

14-day free trial

  • 10 form submissions
  • Unlimited forms
  • Full feature access
  • E-signatures included

No credit card required

Most Popular

Solo

$29/month

For individual coaches

  • 50 submissions/month
  • Unlimited forms
  • Email notifications
  • PDF exports
  • Email support

Pro

$49/month

For growing practices

  • 200 submissions/month
  • Unlimited forms
  • Email notifications
  • PDF exports
  • Priority support
Templates

Start with professional
templates built for coaches

Get started in minutes with templates designed specifically for coaching practices. Customize or create your own.

Most Used

Coaching Agreement

Service terms, session fees, cancellation policy, and legally binding signatures.

Coaching AgreementDraft
Session Rate
$150/session
Package Option
I agree to the terms and conditions

Client Discovery

Goals, challenges, and expectations for alignment.

Primary Goal
Biggest Challenge
Auto-save enabled

Payment Authorization

Billing info and recurring charge consent.

•••• 4242
Monthly charge$300.00
Next billingJan 15, 2025

Practice Policies

Communication and confidentiality guidelines.

Communication Policy
Scheduling Guidelines
Confidentiality

Create Custom Forms

Build exactly what you need with our drag-and-drop editor

Early Access

Be the first to know

Join our waitlist for early access and founding member pricing.

Join 500+ coaches already on the waitlist.