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Client Experience
Prospect intake forms & lead generation

Turn inquiries into paying clients with high-converting intake forms.

Capture qualified leads directly into your pipeline, collect upfront consultation deposits via Stripe Connect, and automate proposal handoffs without chasing emails. Free plan includes 1 form and 25 submissions/month; deposits and AI features available on Independent and above.

Start for free See the lead workflow
Stripe Connect deposits Independent+AI inbox qualification Independent+Turnstile & GDPR compliant
Form builder & lead capture

High-converting prospect intake for modern service professionals.

Capture qualified inquiries, collect upfront consultation deposits, and route responses directly into your pipeline.

Automated Pipeline

Public Lead Capture & Instant Pipeline Routing

Dedicated prospect intake forms capture new business directly into your CRM’s "prospect" stage with automated email deduplication.

Zero friction intake

Prospects never need a login to inquire, submit project details, or pay consultation deposits.

Monetize DiscoveryIndependent+

Paid Consultations & Deposit Collection

Collect fixed or selectable upfront consultation fees via Stripe Connect. Paid deposits auto-apply as credits on client kickoff invoices.

Lead Form/f/discovery-call
Deposit: $150

Discovery & Strategy Intake

Pre-qualifies project timeline, scope, and collects upfront consultation fee.

Lead UrgencyHigh (< 3 weeks)
Stripe PayoutInstant Settlement

Embed on Any Site

Embed responsive iframes or clean script snippets onto Framer, Webflow, WordPress, or custom domains.

Independent+

AI Qualification Signals

AI highlights budget, timeline urgency, and drafts an itemized proposal instantly from form answers.

Zero-Spam Security

Protected by invisible Cloudflare Turnstile, honeypot traps, and intelligent rate limiting.

Intake inbox & workflowIndependent and above

From Submission to Proposal in Seconds

Track every submission with status stages: New, Reviewed, Converted, Archived, and Spam. One click turns responses into an active client project.

1. Lead Submits

Prospect answers questions & pays upfront deposit.

2. AI Triages

Summary and key budget signals extracted in Inbox.

3. Convert & Credit

Converted to client; deposit credited on first invoice.

Granular controls

Custom Slugs, Expiry Dates & Caps

Maintain total control over inbound lead volume. Run limited cohort openings, set expiration timers, or limit total applications.

Branded public link: your-workspace.usekwill.com/f/summer-cohort
Submission cap: Automatically close after 15 qualified leads
GDPR & PIPEDA: Audit-ready consent & automatic data retention purge
Live Intake Settings
Cap Active

Public Slug

/f/high-ticket-consult

Consultation Fee

$200 Deposit

Stripe Active
Capacity9 of 15 spots claimed
Engineered for conversion & security

Everything you need to capture, qualify, and convert new clients.

Built directly into your pipeline. No messy third-party form builders, no disconnected spreadsheets, and no lost leads.

Public Lead Capture Intake Forms

Capture leads on a stand‑alone form that feeds directly into the “prospect” pipeline stage.

  • Dedicated lead pipeline: Tag and route inquiries into custom stages with zero Zapier setup.
  • Email deduplication: Automatically recognizes returning clients and links new inquiries to their profile.
  • Enforced core fields: Mandatory name, email, and explicit marketing/terms consent natively baked in.
Pipeline Stage: Prospect
Auto-created

E-Commerce Brand Redesign

Sarah Jenkins • sarah@lumina.co

$8,500 Est.
Source: /f/discoveryHigh Urgency

SaaS Web Application Audit

David Miller • david@vortex.dev

$4,200 Est.
Deposit Checkout Preview Stripe Connect

1:1 Strategy Discovery Call

60-minute technical roadmap

$250.00
Auto-applied to final invoice-$250 Credit
Pay $250.00 & Submit Inquiry
Independent and above

Paid Consultations & Deposit Collection

Get paid up‑front for discovery calls and lock in deposits via Stripe Connect.

  • Direct Stripe Connect payouts: Funds settle straight into your connected bank account with instant reconciliation.
  • Automatic invoice credits: When an inquiry converts into an active project, the paid deposit is automatically credited on their kickoff invoice.
  • Fixed or tiered consultation fees: Charge fixed fees or let prospective clients select tiered scopes.

Flexible Publishing, Slugs & Embeds

Share a custom link or embed the form anywhere – Webflow, Framer, WordPress, React, etc.

  • Clean custom slugs: Memorable branded links like your-workspace.usekwill.com/f/project-inquiry.
  • Expiry dates & submission caps: Set launch limits (e.g. max 15 clients) or close applications automatically on a deadline.
  • Universal embed code: Drop responsive iframe or script tags into Framer, Webflow, WordPress, or React apps.
Share & Embed

Public Link

https://your-workspace.usekwill.com/f/design-intake

Embed Snippet

<iframe src="https://your-workspace.usekwill.com/embed/f/design-intake" width="100%" height="650px"></iframe>

Caps: 12 / 20 claimed• Form is active
AI Inbox Analysis
High Fit Lead

AI Summary & Key Signals

Prospect is ready to re-platform their Webflow store into Next.js. Clear budget and urgent Q3 launch deadline.

Budget: $10,000+Timeline: < 6 weeksUrgency: Immediate
One-click action
Independent and above

AI-Powered Inbox & Lead Qualification

Never get overwhelmed – dedicated triage inbox, instant AI summaries and one‑click draft proposals.

  • Centralized status triage: Organize submissions across New, Reviewed, Converted, Archived, and Spam.
  • Qualification signal extraction: AI highlights estimated budget, urgency, and project scope before you read the full submission.
  • Instant proposal generation: Turn intake responses into an itemized, client-ready draft proposal with one click.

Enterprise-Grade Security & Privacy

Protect pipelines with bot shielding, rate limiting, and GDPR‑compliant consent tracking.

  • Zero-friction bot prevention: Invisible Cloudflare Turnstile + hidden honeypots block automated spam without irritating CAPTCHAs.
  • Intelligent rate limiting: Dynamic request throttling prevents bot floods, automated abuse, and high-frequency spam submissions.
  • GDPR & PIPEDA compliant: Explicit consent checkboxes with timestamped audit logs and automated data retention purge policies.
Built-in Shield Controls Enterprise Tier

Cloudflare Turnstile

Silent bot verification

Active

Honeypot Traps

Silent bot detection

Protected

Smart Rate Limiting

DDoS & flood shield

Enforced

GDPR / PIPEDA

Consent tracking & purge

Verified
End-to-end lead workflow

Build → Publish → AI Qualify → Convert & Credit

A complete lead acquisition pipeline designed to capture serious clients, eliminate tire-kickers, and automate onboarding.

1

Build & set deposit

Design Consultation

Public Link

Slug: /f/discovery-call

Full Name *
Business Email *
Stripe Deposit$200.00

Customize intake questions, configure an upfront consultation fee or deposit via Stripe, and define a branded slug.

2

Publish & embed

Publish & Embed

Custom link or iframe

your-workspace.usekwill.com/f/discoveryCopy
Turnstile SecurityProtected

Share your public link (/f/<slug>) or embed responsive iframe snippets directly onto Webflow, Framer, or WordPress.

3

AI qualifies & alerts

AI Inbox Analysis

New Lead

Qualification Signals

Budget: $10,000 • Urgency: High

Deposit Paid:$200.00 via Stripe

Inquiries land in your AI Inbox. AI extracts key budget and timeline signals and alerts you while sending an instant auto-reply.

4

Auto-convert & credit

Lead to Client

Converted
First Invoice Total$5,000.00
Paid Deposit Credit-$200.00
Net Balance Due$4,800.00

1-click conversion to an active client and pipeline stage. Paid deposits are automatically credited against their kickoff invoice.

High-converting use cases

Built for serious service businesses.

Whether you charge for discovery calls or capture multi-thousand dollar project scopes, Kwill intake forms keep your pipeline organized.

Direct Pipeline Lead Capture

High-Ticket Project Inquiries

Capture full project requirements, target start dates, and budget brackets directly into your "prospect" stage with automated email deduplication.

AI Qualification

Verified
Budget:$5,000 - $10,000
Timeline:Start in 2 weeks
Scope:Web App UX Overhaul

Upfront Stripe Deposits (Independent+)

Paid Strategy Consultations

Charge an upfront consultation fee or booking deposit to filter out non-serious inquiries. Funds settle via Stripe Connect and automatically credit towards their first project invoice.

Stripe Deposit Flow

Auto-credit
Consultation Fee:Pending...
Payment Gateway:Pending...
Kickoff Invoice Credit:Pending...

Webflow, Framer & WordPress

Embedded Agency Contact Forms

Replace generic contact forms on your portfolio or agency landing page with an embed snippet that routes straight to your Kwill AI Inbox.

Universal Embed

Embed anywhere
WebflowFramerWordPressCustom HTML
<iframe src="https://your-workspace.usekwill.com/embed/f/lead" />

Spam-Free Intake & GDPR Consent

Vetted Project Scoping

Collect RFP decks, brand assets, and technical specs securely with invisible bot shielding, rate limiting, and audit-ready consent tracking.

Enterprise Guardrails

Protected
Turnstile Bot ShieldPassed
Smart Rate LimitingEnforced
GDPR / PIPEDA ConsentTimestamped
FAQ

Prospect intake & lead capture FAQs

Everything you need to know about public forms, Stripe deposits, website embeds, and security.

Instant FAQ Assistant
Answers from our help docs
How do prospect intake forms differ from existing client forms?
Prospect intake forms are public-facing lead generators. When a prospective client submits, Kwill automatically creates a new lead and opens a deal in your pipeline’s "prospect" stage, runs email deduplication, and captures consent without requiring them to have a client portal account. Note: On the Free plan, pipeline capacity limits may stop a new deal from being created if your cap is reached, though the form submission itself is always saved in your Inbox.
Which plans include prospect intake forms?
Prospect intake forms are available on every plan. The Free plan includes 1 published form and up to 25 submissions per month. Paid consultation deposits via Stripe Connect, AI executive summaries, qualification signal extraction, and one-click draft proposal generation are available on Independent and above.
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Prospect Intake Forms & Lead Generation | Kwill | Kwill