Archon & PartnersIntake form builder.Eight answers in. A ready form and auto-reply out.
Answer eight questions about how your firm takes on new projects. You get the intake form questions to paste into Google Forms or Microsoft Forms, and the auto-reply a new client gets after they submit it. Then enter a real inquiry to get its project number, folder tree, log row and reply draft.
Auto-reply email
What the new client gets right after they submit. Words in [brackets] fill in from their answers.
Project number
Project folder
Make it in your shared drive with these names.
Projects log row
Paste into the next empty row of your projects sheet. The columns split on their own.
| Project no | Project | Client | Type | Site | Received |
|---|
Reply draft
Built from your answers above and this inquiry. Read it before you send it.
Putting it to work
Google Forms
New form, then add each question in the order above with the same type. Under Settings, Responses, turn on email collection. Google Forms can email the client a copy of their answers, but it cannot send a custom reply on its own; that takes a small Apps Script step.
Microsoft Forms
New form, then add each question in the order above. A custom auto-reply needs a Power Automate flow: "When a new response is submitted", then "Send an email". Check your plan includes Power Automate first.
Form tools change their settings often. If a menu name above does not match yours, look for it under the form's Settings.
It writes the whole form
Questions, types, required fields and help text, built from your answers.
English or Spanish
Pick one, or both for firms with clients in the US and Latin America.
Nothing is sent
It runs in your browser. Your answers are not stored or emailed anywhere.
More free tools.