Create a Fast and Easy Digital Intake System For Your Clients

Save time by creating and sharing digital intake forms. Share a link to your public intake form on your website or send it to clients via email or SMS. Once submitted, a digital intake form  can be approved and a new client is created in Dibcase.

Not limited to just intakes, our digital forms can be used for customer satisfaction surveys or anything you want. You’ll get an alert whenever a customer submits a form.


  • Unlimited user-editable forms
  • Intake and client forms
  • Interactive, shareable, and editable functionality
  • Add instructions
  • Add read only fields
  • Add custom fields
  • Your company logo appears on forms
  • Form are fillable on cell phones, tablets, and other devices
  • Organize your intake templates via tags for easy organization
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