The clipboard in your waiting room is costing you twenty minutes a visit.
Intake forms go out as a text link the moment the appointment books. Answers come back validated and structured, the consent signature is kept with a timestamp and the exact agreement text, and whoever has not finished gets one polite nudge. By the time they walk in, the paperwork is a record.
Retire my clipboardA free 30-minute call. Bring the actual paper form; we rebuild it live on the call.
Not ready to talk? Take the free two-minute readiness check
Your intake forms as clean pages people finish on their phones, with validated answers and a proper consent record.
A notary or a courtroom e-signature suite. It is the intake class of signature, and it says so honestly.
Sent at booking. Done by dinner.
A scripted example running the engine’s own validation: watch a bad email get caught, the consent line sign, and the outstanding list shrink.
Before your first visit
Marek Family Clinic · sent by text at booking · scripted example
Front desk gets the visit back. The record is structured, signed, and searchable before hello.
Where your customers’ answers actually go.
Intake data is the most personal thing a business collects, so the boundaries are structural, not promises.
Built into the pages
- Every form page is fully self-contained: no outside scripts, no trackers, no request to anywhere. The engine behind this page renders them that way by construction.
- Answers land only in your own store; nothing is copied to ours.
- Bad data is caught at the door: a mistyped email is flagged, not filed.
Said plainly about signatures
- The signature is a typed-consent record: the name, the moment, and a hash of the exact text agreed to.
- That is the right instrument for intake and consent forms, and we say so instead of dressing it up.
- Documents that need witnessed or notarized execution stay with your lawyer, and the setup notes name which of yours those are.
What you get, and who it fits.
Included
- Your paper forms rebuilt as validated digital packets, field by field with you.
- Send-at-booking wiring, so the packet rides the confirmation text.
- Structured records into the system you already use.
- The outstanding list with one polite nudge, held for your release.
- Consent records kept with timestamp and agreement-text hash.
A strong fit if
- Clinics, med spas, law intakes, contractors’ job packets, anyone with a clipboard.
- Visits start late because paperwork starts at the door.
- Somebody retypes handwriting into a computer every afternoon.
Bring the actual paper form.
A free 30-minute call: we rebuild your worst form live, count the minutes it eats per visit, and price retiring the whole clipboard.
Not sure your shop is ready for any of this? The free two-minute readiness check answers that first.
Or write to hello@clariqadvisory.com