Client intake forms for agencies

A different form for each client. One API key for all of them.

You run a design, marketing, or consulting agency. Each client needs an intake form — project inquiries, lead capture, contact forms. Different fields, different budgets. Your agent creates the form and a dashboard you can share with the client as a deliverable.

How an agent handles this: Your agent creates a client-specific intake form via API (custom budget ranges, project categories, referral sources). Shares form URL with client's website. Prospects submit inquiries. Webhook notifies agent on each lead. Agent processes lead data (adds to CRM, assigns to team, sends follow-up). Dashboard shows live lead metrics to share with client.

How many form tools are you juggling?

Without Sutrena

  • ✗Typeform for one client, Google Forms for another, Jotform for a third
  • ✗Separate login, separate billing, separate data for each
  • ✗A client asks for last month's leads. You export from three places.
  • ✗Custom fields per client means copying and editing forms by hand
  • ✗Client wants to see their leads. You build a spreadsheet link.

With Sutrena

  • ✓One API key for all clients
  • ✓Agent creates client-specific forms in seconds
  • ✓Dashboard URL per client — live lead data, no login needed
  • ✓Webhooks route leads to each client's Slack, email, or CRM
  • ✓CSV export per form for monthly reports

How your agent sets it up

curl -X POST https://sutrena.com/api/forms \
  -H "Authorization: Bearer YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "BrandX — Project Inquiry",
    "fields": [
      {"name": "name", "label": "Your Name", "type": "text", "required": true},
      {"name": "company", "label": "Company", "type": "text", "required": true},
      {"name": "email", "label": "Work Email", "type": "email", "required": true},
      {"name": "budget", "label": "Budget Range", "type": "select",
       "options": ["Under $5K", "$5K-$15K", "$15K-$50K", "$50K+"]},
      {"name": "timeline", "label": "Timeline", "type": "select",
       "options": ["ASAP", "1-2 months", "3-6 months", "Exploring"]},
      {"name": "project_type", "label": "Project Type", "type": "select",
       "options": ["Website Redesign", "New Brand", "Landing Page", "E-commerce"]},
      {"name": "details", "label": "Tell us about your project", "type": "textarea", "required": true}
    ],
    "uniqueBy": ["email"],
    "createDashboard": true
  }'

Do this for each client with different fields. Your agent can create 200 projects in a single conversation.

What this costs

$79/month (Scale) for unlimited projects, dashboards, and webhooks. Manage every client from one account. $29/month (Pro) for up to 200 projects if your client list is smaller. If you are just getting started with 2-3 clients, $9/month (Builder) gives you 50 projects with 5,000 submissions each.

View full pricing

What is Sutrena?

Sutrena is the web runtime for AI agents. Three primitives — pages, forms, and dashboards — accessible through one API. Your agent creates web artifacts, humans interact with them, and your agent gets the data back. Framework-agnostic. Works from any MCP client or HTTP client.

Get started in two API calls

1. Get a trial key (no auth, no signup)

curl -X POST https://sutrena.com/api/trial

2. Create a form + dashboard from a template

curl -X POST https://sutrena.com/api/forms \
  -H "Authorization: Bearer st_trial_xxx" \
  -H "Content-Type: application/json" \
  -d '{"templateId": "waitlist", "createDashboard": true}'
/llms.txt/api/schema/llms-full.txt/.well-known/mcp.json

Want to consolidate your client forms?

Get a trial key. Create your first client form. Share the dashboard link with them.

Start buildingFull reference
Client Intake Forms for Agencies — Form API | Sutrena | Sutrena