Build the intake form once, then stop re-typing answers.

It is one setting on the same form. Turn lead intake on and the form gets a reusable public web address, so anyone who opens the link can submit and each submission opens its own lead. Leave it off and the form has no public address; you send it as a one-time link to a person you name, which you can do from a lead-intake form as well. A lead-intake form also needs a name field and either an email or a phone field, since every submission has to become a contact.

Twenty-two types, grouped as basic inputs, selection, dates, and advanced. That covers text, multiline, rich text, number, email, phone and name; dropdown, radio, checklist, checkbox and switch; four date and time fields; and address, currency, star rating, list, file upload, and practice area. Headers, paragraphs, columns, separators, and spacers lay the form out without asking anything.

No. A public intake form opens in any browser from a single link, with nothing to sign up for. A one-time link you send to a named client can be gated, but even then they only confirm an email address you already hold for them. Phone and address questions start on your firm's country, and the person answering can pick another.

Yes. Create request makes a single one-time submission tied to a named contact. Choose Send to client to generate a link they fill in themselves, which leaves the submission pending until they finish, or choose Fill out manually to enter the answers on their behalf during a call. Either way a draft lead and contact are created for that person straight away.

Every submission is saved against the lead and the contact it belongs to, so you can read exactly what someone told you before you reply. From a completed submission you can convert the answers into custom fields, which creates or fills the matching fields so the data sits somewhere reusable. File uploads are the exception and cannot become custom fields.

Yes. Form settings carry an Appearance section for the whole form: the typeface, the background, the text and accent colors, the color of button text, and the corner radius. A single element can override any of those from its own Styles panel, and a Custom CSS box takes your own rules, scoped to this one form so no other form changes.

Yes. Paste the embed snippet into one of your pages and the form renders inside it, with none of the surrounding Esqase page. It resizes itself to fit, so there is no second scrollbar, visitors never leave your site, and submissions arrive exactly as they would from a hosted link. Both public reusable forms and one-time links sent to a named client can be embedded.

Yes. Mark any field required, and add validation rules on top: minimum and maximum values, minimum and maximum length, a regular expression to match, or a check that an answer is a valid email or web address. Each rule can carry your own error message. Visibility rules go further and show or require a question only when an earlier answer calls for it.