Forms & Conditional Intake

Overview

Form building and conditional intake systems collect structured input from users — then adapt, process, or route that input based on pre-set logic. These tools replace static forms and generic contact pages with intelligent, decision-aware interfaces.

Common features include:

Conditional branching
Multi-step workflows
Hidden fields and logic paths
Integrations with CRMs, ticketing tools, or schedulers
Email confirmations and webhooks for automation

Why It Matters

Smart intake systems:

Ensure customers are asked only the most relevant questions
Collect the right context before scheduling or quoting
Reduce internal back-and-forth and follow-ups
Enable self-service options like knowledge base suggestions
Integrate with support, marketing, and payment systems seamlessly

Well-structured intake is the first impression of operational maturity.

Major Tools & Platforms

Platform	Strengths	Highlights
Tally	Lightweight, powerful conditional forms	Used at K-P Tech for intake, quoting, and routing
Typeform	Conversational UI, strong logic tools	Popular for brand-driven experiences
Google Forms	Simple, accessible intake	Limited logic but widely used
Jotform	Template-rich, HIPAA-compliant options	Strong for healthcare and sensitive data collection
Formstack	Enterprise-grade form builder	Deep integrations and approvals
Paperform	Forms + payments + scheduling	Combines branding and automation features