Can clients upload brand assets?

Yes. You can request logos, brand guidelines, and reference files as part of the intake.

Does this overlap with our project brief templates?

This form feeds your existing brief templates by capturing all the raw inputs in a structured way.

Can we adapt questions per service?

You can maintain separate versions of the form for branding, campaigns, or retainers while keeping the same underlying workflow.

Standardize creative agency project intake with AI

Creative work needs context. This project intake form collects brand, audience, and deliverable requirements in one structured flow.

What is a creative agency project intake form?

A creative agency project intake form is a structured questionnaire that captures brand guidelines, messaging, assets, and project constraints before briefing the team.

Pain points

Designers starting work without a clear creative direction
Back-and-forth emails to clarify basic brand facts
Scope disagreements due to vague or missing requirements

How Intakly helps

Gather all creative context before the first internal briefing
Use AI to assemble a clean project summary for your team
Cut down on revision cycles caused by misaligned expectations

Who this is for

Creative Agencies
Brand Studios
In-House Creative Teams

FAQ

Can clients upload brand assets? Yes. You can request logos, brand guidelines, and reference files as part of the intake.
Does this overlap with our project brief templates? This form feeds your existing brief templates by capturing all the raw inputs in a structured way.
Can we adapt questions per service? You can maintain separate versions of the form for branding, campaigns, or retainers while keeping the same underlying workflow.

Details

What this use case is

This use case is built for creative agencies that want to stop rewriting the same questions before every new project. The intake form becomes the single entry point for all new work requests.

How AI Intake Forms helps

AI reads through long-form answers about brand voice, visual style, and objectives, then condenses them into a project overview your creative team can understand quickly.

Key benefits

Fewer kickoff meetings spent on basic information gathering
A repeatable intake process across all account managers
Better briefs that reduce rework and rounds of revision

Example workflow

Send the project intake link when a client approves a proposal.
They share brand assets, target audience details, and constraints.
AI compiles the answers into a structured project summary.
The account or creative director reviews and finalizes the brief.
The project kicks off with the whole team aligned on context.

Call to action

Replace improvised creative project questionnaires with a consistent, AI-powered intake that makes every new engagement easier to start and easier to deliver.