Subscribe
Sign in
  1. Discussions
  2. Fellow designers, what kind of tool do you use for client...

Fellow designers, what kind of tool do you use for client information intake or requests?

Jorge Peña 🖥️
1 reply
Hello guys and gals. I’m curious on this topic cause asking in my immediate circle I’ve gather information ranging from using Google Docs in a spreadsheet and asking the client to put his information in the corresponding cell to using a more elaborate process in a mix between Microsoft Forms connected to Microsoft Teams and Planner. Is there a tool you particularly use for client intake and requests? I’ll love to read from you, thanks!

Replies

Nha Hyerin
Great question, Jorge! For client information intake, I use a mix of tools depending on the complexity of the project and the client's preferences. Here are a few tools I’ve found useful: 1. **Typeform** – It’s great for creating user-friendly, customizable forms that clients can easily fill out. The conversational interface makes it less intimidating for non-tech-savvy clients, and you can easily export the responses to organize the data. 2. **Google Forms** – A simple and free option that integrates well with Google Sheets, making it easy to collect and manage client responses. It’s great for straightforward projects where you don’t need too much customization. 3. **Airtable** – This is perfect for more complex projects. It combines the simplicity of a spreadsheet with the flexibility of a database, so I can organize client info, track progress, and even set up automated workflows. 4. **Notion** – For clients who want to stay involved in the process, I create shared Notion pages where we can collaborate in real-time. It allows for a mix of information intake, project management, and content organization. 5. **JotForm** – Similar to Typeform but with more robust customization options, JotForm allows you to build detailed intake forms and even automate the collection of files and documents from clients. 6. **Trello or Asana** – I often use Trello (or sometimes Asana) to track project requests, client feedback, and communication. It helps organize tasks and ensure nothing is missed throughout the project lifecycle. For more elaborate or team-based projects, integrating tools like **Zapier** to automate workflows between forms, spreadsheets, and project management tools can save a lot of time. It all depends on the client's needs and the complexity of the project! I’d love to hear what others use as well. Thanks for starting this discussion!
Share