Stop chasing clients for information. Intake forms that capture everything you need in one conversation, qualify prospects automatically, and send them to your pipeline. No more half-filled questionnaires.
We call them IntakeBots: conversational AI that asks questions naturally and follows up when answers are vague. Build with our AI form builder or no-code builder.
Any business that needs information before starting work
Design, marketing, development. Collect project scope, brand assets, access credentials, and timelines before kickoff.
Lawyers, accountants, consultants. Gather case details, financial documents, and background information securely.
Patient history, symptoms, insurance information. HIPAA-friendly collection with secure storage.
Maria runs a design agency with four employees. Monday morning she opens ioZen and sees three new client submissions from the weekend. Each one complete with project scope, brand guidelines, timeline, and budget range.
No emails to chase. No half-filled Google Forms. She assigns each one to a designer and starts the week with actual work instead of admin.
Professional, thorough, painless
IntakeBot
Welcome! Let's get everything we need to start your project. What type of project are you looking for help with?
We need a complete rebrand including logo, website, and social media templates.
IntakeBot
That's a big project. What's driving the rebrand? New direction, merger, or something else?
We're expanding into the US market and our current branding feels too local.
IntakeBot
Got it. Do you have existing brand guidelines or assets you can share? You can upload files here.
Yes, uploading our current brand book and logo files now.
IntakeBot
Perfect. What's your ideal timeline and budget range for this project?
What changes with conversational intake
Questionnaire completion
Info completeness
Time to kickoff
From first click to project kickoff
Client starts intake
Clicks your link
Record created
All answers structured
Contact saved
Client profile built
Card on board
Lands in your pipeline
Routed to team
Assigned by service type
Client starts intake
Clicks your link
Record created
All answers structured
Contact saved
Client profile built
Card on board
Lands in your pipeline
Routed to team
Assigned by service type
Every client type gets the right experience
Your $50k/year retainer client should not wait in the same queue as a one-off logo request. Smart routing creates the white-glove experience your best clients expect.
Your retainer clients get dedicated tracking
Q1 Campaign
Acme Corp · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPWebsite Updates
GlobalTech · Retainer
VIPQ1 Campaign
Acme Corp · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPBrand Refresh
TechStart · Retainer
VIPWebsite Updates
GlobalTech · Retainer
VIPName, email, company, role, the basics
Conditional logic shows relevant questions only
Brand guidelines, assets, contracts, whatever you need
Login details stored securely, AI never sees them
How and when they want to be contacted
