Hosted Intake Forms
Every Respectly account comes with a hosted, mobile-friendly intake form. Share it by link or QR code — clients fill it out on their phone and a contact is created instantly, with consent already captured.
Print your QR code and display it at your front desk, checkout counter, or event table. Clients scan and fill in seconds.
SMS, email, and voice opt-ins are collected directly on the form — timestamped and logged to the contact record automatically.
Add the fields that matter to your business — custom questions, dropdowns, checkboxes, and file uploads.
Send the form link via text, email, or embed it on your website — the same form works everywhere.
Scan to fill out the form
Print and display at your front desk or waiting room
Pinnacle Insurance Advisors
New Client Intake Form
Communication Preferences
Select how you'd like to receive communications. You can opt-in to service notifications, marketing messages, or both.
Service Notifications
Marketing Messages
SMS Disclosure:By checking any SMS option above, you consent to receive text messages. Msg & Data rates may apply. Reply STOP to cancel.
Electronic Signature
Draw your signature using mouse or touch
Clear
Your IP address will be recorded for compliance purposes.
Every contact has a complete consent history. Know exactly when, where, and how each opt-in was captured—crucial for TCPA litigation defense.
Exact date, time, and source of every opt-in (form submission, manual entry, API, etc.)
Track separate opt-ins for Email, SMS, and Voice communication
Capture device fingerprints and IP addresses for form-based consent
Track when contacts said "STOP" with full audit trail of revoked permissions
Pinnacle Insurance Advisors
Consent & Communication History Report
Contact Information
Full Name
Sarah Johnson
Phone Number
+1 (555) 847-2931
Contact Since
Dec 15, 2025
Email Address
sarah.j@example.com
Company
—
Consent Level
Express
Current Consent Status
| Channel | Status | Since | Source |
|---|---|---|---|
| SMS | Opted In | Dec 15, 2025 6:33 PM | Form Submission |
| Opted In | Dec 15, 2025 6:33 PM | Form Submission | |
| Voice | Opted Out | — | — |
Consent Event History (2 Events)
| Date / Time | Channel | Action | Source | Details |
|---|---|---|---|---|
| Dec 15, 2025 6:33 PM | SMS | Opted In | Form Submission | — |
| Dec 15, 2025 6:33 PM | Opted In | Form Submission | — |
Consent Records
| Channel | Purpose | Status | Captured | Source |
|---|---|---|---|---|
| SMS | INFORMATIONAL | Express Opt-In | Dec 15, 2025 6:33 PM | intake_form |
| SMS | MARKETING | Express Opt-In | Dec 15, 2025 6:33 PM | intake_form |
| INFORMATIONAL | Express Opt-In | Dec 15, 2025 6:33 PM | intake_form | |
| MARKETING | Express Opt-In | Dec 15, 2025 6:33 PM | intake_form |
Flexible contact creation methods that fit your workflow
Auto-create contacts when clients submit forms with built-in consent capture
Quick-add interface for phone calls or in-person meetings
Bulk import from spreadsheets with field mapping
Auto-import from Google, Apple, and Microsoft 365 accounts
Programmatic contact creation from your apps
Two-way sync with HubSpot, Salesforce, Pipedrive, and Dynamics
Let AI assistants create and manage contacts via MCP integration
Organize contacts with flexible tags, then track them through fully customizable pipeline stages
John Doe
Added Dec 18
Jane Smith
Added Dec 17
Mike Johnson
SMS sent today
Sarah Lee
Waiting on signature
Tom Wilson
Signed Dec 10
Add one or more tags to any contact. Filter your list, segment campaigns, and search by tag at any time.
Every contact belongs to a stage in a pipeline. Move contacts forward with drag-and-drop as your relationship progresses.
Create pipeline stages that match your exact workflow — from intake to follow-up, built your way.
Watch how client intake seamlessly transitions to document signing
Client completes a form with their name and contact info, then consents to SMS updates.
Respectly automatically sends a "Welcome Packet" via SMS for e-signature — using the consent already collected.
SMS Sent:
"Hi Sarah! Your welcome packet is ready to sign: esign.respectly.ai/sign/a423f8d8"
Client clicks the link, reviews the document, and signs electronically — all from their phone.
✓ Signed in 2 minutes
Legal consent tracking, import your existing contacts, create visual pipelines, tag and organize contacts and communicate with confidence — all in one platform.