Agency intake form software built for delivery teams
Blae helps agencies create reusable client intake workflows that collect the details required to deliver recurring work, not just store another form response.
Intake
Tracked
Approvals
Tracked
Proof
Tracked
June deliverables
Client portal and agency delivery view
Step 1
Intake
Step 2
Plan
Step 3
Approval
Step 4
Proof
Ask the questions your delivery team will actually use
Blae intake forms are designed for post-sale delivery. Capture goals, brand rules, assets, access, approval contacts, and service-specific context so the team is not rebuilding the brief later.
- Reusable onboarding templates
- Client and approval contact details
- Social, SEO, video, content, and service-specific questions
A delivery loop built around how agency work actually repeats
Blae connects the post-sale workflow that usually gets split across forms, boards, folders, approval links, and status meetings.
- Collect intake details, assets, access, and approval contacts before delivery starts.
- Turn service plans into weekly, bi-weekly, or monthly deliverables.
- Move each deliverable through draft, approval, requested changes, locked, posted, and proof.
- Give clients visibility without exposing your internal project management noise.
What to look for
Related resources
Run delivery from one place.
Start with intake, keep approvals attached to deliverables, and show clients what shipped.
Start freeFAQs
What is the difference between a lead form and an intake form?
A lead form qualifies a potential customer before the sale. An intake form collects the operational details a signed client must provide so the agency can deliver the promised work.
Can intake responses be reused during delivery?
Yes. Blae is designed so intake context supports the ongoing client workspace rather than disappearing into a standalone form tool.