Client forms

Client briefs filled in, no chasing

Brief, access, brand, goals: build your forms once. Answers land straight in the project.

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The short answer

What client intake form tool works for an agency?

XTablo includes a form builder for agencies: create your questions (short text, long text, choice, file upload, date, link), make any of them required, and add the form to your client’s onboarding flow. Your client answers in their branded portal, answers land in the project and uploaded files go to Files. Included in every plan, from €49 a month excl. tax (about $55), with a 7-day trial.

Updated October 8, 2026 by Baptiste Belleville, founder of XTablo

At a glance

Who it’s for: Web, marketing, SEO and branding agencies and freelancers who collect a brief or access details from every new client
Question types: Short text, long text, choice, file upload, date, link
Required questions: Yes, question by question
Where clients answer: In their branded client portal, as a step of their onboarding flow
Where answers go: Into the project; uploaded files go straight to Files
Plans: Included in every plan: Freelance €49/mo, Agency €79/mo, Founder €500/yr (excl. tax)

Why it matters

01

A complete brief the first time

Required questions stop half-filled answers. No more briefs coming back with blank fields.

02

Everything in one place

Answers land in the project and uploaded files join Files. No separate Google Form, no lost attachment.

03

Under your brand

The form opens in the client portal with your logo and colors. Your client never leaves your world.

How it works

1Open your project’s onboarding flow, then “My forms”.
2Name the form and add your questions: text, choice, file, date or link.
3Mark required questions and write a short intro.
4Add the form as a step of the onboarding flow.
5Invite your client: their answers land in the project.

Who it’s for

Web agency

Before a redesign: hosting access, high-res logo, pages to keep, sites they love. One form, one time.

Social media agency

Tone, audiences, channels, logins to share, key dates for the month: the intake form replaces the long discovery call.

Branding freelancer

Values, competitors, colors to avoid, inspiration files: your brand questionnaire becomes a real form with uploads.

What can you ask in an XTablo form?

Each question has a type: short text, long text, choice (with your options), file upload, date or link. You can make any question required and add an intro text. The same form can be reused from one client to the next.

Where does the client fill in the form?

In their client portal, under your brand. The form is a step of their onboarding flow, next to a welcome message, a video, a link, a file or a date to pick.

Where do you find the answers?

In the client’s project, on the agency side. Files they upload are stored straight in Files, with the project’s other documents.

Collecting a client brief

	Today (Google Forms, email, PDF…)	With XTablo
Where the client answers	A link to an outside tool, or a document to send back	In their client portal, under your brand
Requested files	Attachments sent separately, often incomplete	“File upload” question, stored in Files
Incomplete answers	Follow-up emails	Required questions
Where answers go	A spreadsheet or an inbox	Into the client’s project

FAQ

Which question types can I use?

Short text, long text, choice, file upload, date and link.

Does my client need an account?

They answer from their client portal, under your brand, using the invite link you send them.

Where do files sent by the client go?

Straight to Files, in the client’s project.

How much do forms cost?

They’re included in every XTablo plan, from €49 a month excl. tax, with a 7-day trial.

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