Industry
Client intake and research that don’t eat billable hours
Generate branded intake forms, creative briefs, and client feedback loops — then reuse templates across accounts.
Why teams choose Formit
Agencies juggle many clients. Formit keeps collection consistent while AI does the first draft of every form.
Client intake
Multi-step briefs with conditional questions based on project type.
Campaign feedback
Post-launch surveys with follow-ups on creative, messaging, and channel performance.
White-label delivery
Share polished form links that look like your client’s brand, not a generic tool.
Typical Formit stack
Start with these building blocks.
- Templates for intake, RFP, and retrospective
- Team workspaces per client or practice
- Embed on landing pages and proposals
- AI generation to spin up variants fast