Skip to main content
Create a form by describing what you need or picking a template, then refine it conversationally — there’s no field-by-field builder to learn.

​
Create a form

1

Open Intake forms

Click Intake forms in the sidebar under Platform.
2

Click New form

3

Describe the form or pick a template

Type what you want in the Describe any form or include an example… box and submit, or choose a template under Or start with a template.

​
Start from a description

Describe the form in your own words — “a discovery questionnaire for new prospects covering goals, income, and risk tolerance” — and attach an existing form if you have one. The AI rebuilds attached PDFs, Word documents, and images (up to 5 files, 25 MB each) as a Slant intake form. While the AI drafts your form, the form shows a Building status. Once the questions are ready, choose a layout and the form opens in the editor as a draft.

​
Start from a template

Templates are ready-made forms you can use as-is or adapt:
  • Client Intake Form — a full onboarding questionnaire covering household, finances, and goals
  • Prospect Discovery — a pre-engagement questionnaire for prospective clients
  • Secure Document Collection — a guided checklist that asks which documents a client has, then collects uploads for each
  • Annual Review Client Update — a pre-meeting check-in that gathers family, financial, and goal updates before an annual review
  • Event RSVP — a branded invitation page that collects RSVPs for client dinners, seminars, and appreciation events
  • Risk Tolerance Questionnaire — the 13-item risk tolerance scale developed by Dr. John Grable and Dr. Ruth Lytton
Selecting a template opens the layout picker with a live preview of the finished form.

​
Choose a layout

Every form uses one of four layouts. Pick one in the Choose your layout screen and preview it on desktop and mobile before clicking Continue:
  • Signature — bold sidebar with multi-page form
  • Contemporary — calm, minimalistic multi-page form
  • Traditional — one scrolling multi-section form
  • Conversational — one question at a time flow
Every layout presents the same questions — only the presentation changes, so you can switch layouts later without redoing the form.

​
Edit a form

Open a form and click Edit form. The editor shows a chat panel on the left and a live preview on the right, with Desktop and Mobile preview toggles. Make changes by telling the form builder what you want — structurally or visually:
  • “Add a section for insurance policies with carrier, type, and coverage amount”
  • “Make the phone number required”
  • “Split the household section into two pages”
  • “Match our brand colors”
You can also attach a file to the chat, for example to add questions from an existing document. Each change appears in the preview immediately. To rename a form, click its name at the top of the editor and type the new name.
Edits apply to your working draft only. Recipients keep seeing the last published version until you publish the changes.

​
Archive a form

Archive a form you no longer use from the Forms tab: click the ⋮ menu on its row and select Archive form, then confirm with Archive form.
Archiving stops new invitations and the public link stops accepting responses. Existing invitations and submissions are kept.

​
FAQ

No. All editing happens through the form builder chat. Describe the field you want — including whether it’s required and any answer options — and the builder adds it.
Yes. Ask the form builder in the editor chat to switch the layout. Your questions carry over unchanged.
Slant maps form questions to household and person fields automatically as the form is built. When a submission comes in, you see exactly which fields each answer will update before applying anything.
Not currently. Create a new form and describe what you want to reuse, or start from the same template.

​
Next steps

Publishing and sharing

Publish your form so it can be sent.

Sending invitations

Invite a client or prospect to fill it out.