Build the form

Open Intake Forms and choose Create Form. Use the form builder to set the fields, validation, and branding, and check it in the preview.

Put it on your website

Copy the form's embed code and add it to your privacy page.

Verify identity

Under Identity Verification, set how requesters prove who they are for each request type, such as email verification.

Handle requests

New requests appear in Requests, each with its response deadline. Use Automations to assign the next step and send updates, and Workflows & Assignments to route requests to the right people. Save the replies you send often as Templates.

Report

Reports show what's open, what's closed, and how long responses took.