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TL;DR: Replace clunky web forms. Send a link, they speak their answers, you get structured data. Easily capture deliverables, deadlines, decisions, data and action items.
“Hi, my name is David Park, email is david.park@email.com, phone is 555-0123, I am interested in the executive coaching program, my main goal is improving leadership communication with my team, I am currently a Director of Engineering at a tech company, been in this role about 2 years, biggest challenge is delegating effectively and giving tough feedback, I heard about you from a colleague, available for sessions on Tuesdays or Thursdays after 5pm”
Last updated: January 15, 2026
| Field Name | Type | Description | Required |
|---|---|---|---|
| Name | name | Client name | |
| Client email | |||
| Phone | phone | Client phone | — |
| Service Interested In | multi_select | Services | — |
| Primary Goal | sentence | Main objective | — |
| Current Situation | sentence | Background | — |
| Main Challenge | sentence | Pain points | — |
| Referral Source | multiple_choice | Source | — |
| Availability | sentence | Preferred times | — |
| Additional Information | sentence | Other details | — |
Service providers, healthcare practitioners, consultants, coaches, therapists, and businesses who need to collect detailed information from clients before appointments or onboarding.
Create your intake questions as form fields
Send the link to clients via email or SMS
Clients tap, speak, and submit
You receive structured profiles in your Google Sheet
No. It's a web link. They click it, tap the microphone, and speak. It works in their mobile browser. They can also upload text transcripts and audio files from the web links.
Very accurate. Modern speech-to-text models are trained on diverse global datasets and handle various accents and dialects much better than older dictation tools.
Yes, you define exactly what information you want to collect. The AI will guide the extraction based on your field definitions.
No. You send them a link, they tap it, speak (type or upload) their answers, done. No login, no app download.
Speaking is 3x faster than typing on mobile. A 10-question form that takes 8 minutes to type takes ~3 minutes by voice.