“I spent 30 minutes setting up. That's it.”
Sarah, Life Coach
Sound familiar?
The Old Way
- Email PDF to client
- Client prints, signs, scans
- Wait 3-5 days for response
- Chase follow-ups
- Manually file documents
- Look unprofessional
The IntakeEase Way
- Send a link
- Client signs on their phone
- Done in 5 minutes
- Instant notification
- Auto-organized by client
- Look professional
How it works
From signup to signed form in under 10 minutes
1. Build
Create your form in minutes with drag-and-drop. Choose from 12 field types including digital signatures.
2. Send
Share a unique link via email or text. Your client completes the form on any device—no app download, no login required.
3. Done
Get notified instantly when they submit. Download a professional PDF with their signature embedded.
Coaching Agreement
Jane D. • jane.doe@example.com
Submitted: December 9, 2025
Client Signature
Date: December 9, 2025
Everything you need. Nothing you don't.
Built specifically for coaches who want simple, not overwhelming.
Build forms in minutes
12 field types including text, dropdowns, checkboxes, and signatures. No coding required.
- Real-time preview
- Auto-save (never lose work)
- Mobile-responsive by default
Legally valid signatures
Clients sign with their finger or mouse. No extra tools needed.
- Touch-friendly on all devices
- Multiple pen colors
- Embedded in PDF downloads
Client Signature
Sarah Johnson
Know the moment they submit
Get email notifications instantly. No more wondering if forms were received.
- Email alerts
- In-app notifications
- Usage tracking
New submission
Sarah Johnson - Coaching Agreement
2 minutes ago
Start in 60 seconds
5 professional templates built for coaches. Customize or create your own.
- Coaching Agreement
- Client Discovery
- Payment Authorization
Coaching Agreement
Client Discovery
Payment Auth
Policies
Simple pricing that scales with you
No hidden fees. No per-client charges. Cancel anytime.
Trial
14-day trial
- 10 submissions
- Unlimited forms
- All features
- E-signatures
No credit card required
Solo
For solo coaches
- 50 submissions/mo
- Unlimited forms
- E-signatures
- PDF exports
- Email support
No credit card required
Pro
For growing practices
- 200 submissions/mo
- Unlimited forms
- Everything in Solo
- Priority support
No credit card required
Templates built for coaches
Start with proven forms. Customize to match your practice.
Coaching Agreement
Terms, fees, and legally binding signatures
"I understand that coaching is not therapy or counseling..."
Client Discovery
Goals, challenges, and expectations
"What does success look like for you in 6 months?"
Payment Authorization
Billing info and recurring consent
"I authorize recurring charges on the 1st of each month..."
Practice Policies
Session guidelines and expectations
"Sessions begin and end on time regardless of late arrival..."
Cancellation Policy
Rescheduling and cancellation terms
"Cancellations with less than 24 hours notice are non-refundable..."
Built by someone who gets it.
“I have a Clinical Psychology MA. I understand the coaching workflow because I've lived it. IntakeEase exists because coaches deserve simple tools, not overwhelming software.”
— Shawn, Founder
Ready to stop chasing paperwork?
Join 500+ coaches who are simplifying client intake.
No credit card required • 14-day free trial • Cancel anytime