PlatformIntake Forms & E-Signatures
Hosted intake forms capture client details and communication consent in the same submission. Documents go out by text or email and come back signed — with the audit trail attached.
A client intake form on a phone, saved as one submission with consent attached to the client record.
Client details and consent for each channel, captured together.
Clients open a link or scan a QR code — nothing to install.
Timestamp, IP address and the disclosure shown, stored with the record.
Hosted intake forms
Every account comes with its own intake form, short link and QR code — share it at the front desk, in an email signature or on your website.
A client intake form with texting and email consent checkboxes, and a confirmation that consent was added to the client record.
Intake form
Clients enter their information and choose how you may contact them — texts, emails and calls, informational or promotional — in a single submission. The consent record is created automatically with the evidence.
A starter kit with message templates and a client intake form.
Form builder
Use the drag-and-drop builder or describe the form and let AI assemble it. Fields include text, email, phone, address, date, dropdown, checkbox, file upload, signature pad and rating — branded with your logo and colors.
A client audit trail starting with consent captured from an intake form submission.
After submit
A submission creates or updates the contact, stores the answers, records consent with its evidence and can start a workflow — like sending documents to sign.
Workflows & sequencesE-signatures
Send documents by text, email or both. Clients review and sign from the link — and you get a sealed, verifiable record.
A renewal acknowledgement sent by text and signed on a phone.
Send to sign
Send any document for signature by text or email. Multi-party documents support signing in order, with each signer notified in turn.
A signed renewal acknowledgement showing who signed, when, that it was delivered by text, and that SMS consent is on record.
Audit trail
Respectly’s e-signatures comply with the U.S. ESIGN Act and UETA. Each signed document includes signer identity, IP address, view and sign timestamps and a tamper-evident sealed PDF.
A document timeline showing it was signed and recorded.
Verification
The public verification page checks a signed PDF or document ID — no login required.
Verify a documentHow it works
Send the link, show the QR code or embed it on your website.
Details and consent for each channel, in one submission from their phone.
The contact and its consent record — with evidence — are saved automatically.
Send documents to sign by text or email, by hand or from a workflow.
FAQs
Forms are public intake pages anyone with the link can submit — registrations, lead capture, consent collection. Documents are e-signature requests for specific signers, completed in order, producing an audit trail and a signed PDF.
Respectly’s e-signatures comply with the U.S. ESIGN Act and UETA. Each signed document includes the signer’s identity, IP address, view and sign timestamps and a tamper-evident sealed PDF.
Yes, on Pro and Enterprise. Point a subdomain such as forms.yourbusiness.com to Respectly and your forms are served from it.
Get started
Free white-glove onboarding for early customers — we set up your account, documents, and contacts with you.
Up and running fast
Prefer a hand getting set up? Book your free walkthrough with our team.
Book a demoProduct visuals are illustrative. Names, numbers and phone numbers shown are fictitious.