Admin Builder
Create multi-step intake workflows inside WordPress with reusable fields, repeater groups, uploads, and branded structure.
WordPress Plugin
IntakeFlow AI
Turn WordPress forms into secure client intake workflows.
Secure, multi-step client intake workflow builder with AI-assisted guidance, draft saving, and PDF output. Built for law firms, consultants, and service professionals who need structured, branded intake processes.
Plugin Summary
WordPress intake workflow builder
- Contributors
- robpanes
- Stable tag
- 0.1.2
- Requires WordPress
- 6.0+
- Tested up to
- 6.7
- Requires PHP
- 7.4+
- License
- GPLv2 or later
Key Features
Built For Secure Client Intake
IntakeFlow AI focuses on the full workflow: form creation, client completion, draft saving, submission review, document preview, PDF output, entry workflow, and client dashboard.
Drag-and-drop multi-step form builder inside the WordPress admin
Reusable field types: text, textarea, select, phone, date, file upload, and repeater groups
AI-assisted field guidance powered by configurable AI providers
Secure draft saving with tokenised resume links, no login required
Document preview and PDF generation from intake submissions
Client-facing submission dashboard
Admin review queue with status workflow: Submitted, Approved, Completed
Email notifications for submission and status changes
Fully responsive front-end form rendering
REST API for headless or decoupled use
Pro
Upgrade Intake Forms Into Measurable Workflows
IntakeFlow AI Pro is planned for teams that need better analytics, stronger automation, AI-assisted review, polished documents, and deeper entry management.
Pro will help teams reduce manual review, identify missing information, generate follow-ups, create branded PDFs, and track intake performance over time.
Feature Comparison
Basic vs Pro
Business-tier features have been removed from this comparison so the page focuses only on the current plugin and the planned Pro upgrade path.
| Feature | Basic | Pro |
|---|---|---|
| Form builder | Yes | Yes |
| Multi-step forms | Basic | Advanced |
| Email notifications | Basic | Advanced |
| Entries | Yes | Yes |
| AI Knowledge Search | Limited | Expanded |
| Conditional logic | No | Yes |
| Save and resume | No | Yes |
| File uploads | No | Yes |
| PDF generation | No | Yes |
| AI entry summaries | No | Yes |
| Missing-info detection | No | Yes |
| Follow-up drafts | No | Yes |
AI Guidance
Connect configurable AI providers to assist field guidance while keeping the plugin installed and managed inside WordPress.
Documents And Review
Generate PDFs, review entries through status workflows, and notify clients or admins as submissions move forward.
Use Cases
Designed For Serious Intake Workflows
Legal client intake
Estate planning intake
Consulting discovery forms
Agency onboarding forms
Real estate buyer and seller intake
Medical or wellness intake
Financial planning intake
HR onboarding
Service quote requests
Client document collection workflows
Installation
Install And Create Your First Form
IntakeFlow AI can be installed through the WordPress plugin flow or uploaded manually to the plugins directory, then embedded with a shortcode on any page.
- 1Upload the intakeflow-ai folder to /wp-content/plugins/, or install via the WordPress plugin screen.
- 2Activate the plugin through the Plugins screen in WordPress.
- 3Navigate to IntakeFlow AI -> Forms to create your first intake form.
- 4Embed a form on any page using the shortcode [intakeflow_form id="123"].
- 5Configure AI settings under IntakeFlow AI -> Settings.
Screenshots
Plugin Screens Covered
The plugin includes admin builder screens, front-end rendering, entry management, document preview, and AI provider settings.
Data And Security Notes
Submission data is stored in the site's WordPress database as custom post type records. Resume links use tokenised access, so clients can continue drafts without creating a login.
Optional AI guidance only sends data to the configured provider when that feature is enabled and an API key has been added in plugin settings.
FAQ
Frequently Asked Questions
Does IntakeFlow AI require an account?
No. IntakeFlow AI runs on your WordPress installation. An external AI provider account, such as OpenAI, is only needed if you enable AI features.
Where is submission data stored?
Submission data is stored in your WordPress database as intake entry records. Data is not sent to third-party AI providers unless optional AI features are enabled.
Can I use my own OpenAI API key?
Yes. The current setup supports configurable AI provider settings, so site owners can enter their own OpenAI API key in the plugin settings.
Can clients save and resume later?
Yes. IntakeFlow AI includes secure draft saving with tokenized resume links, allowing clients to continue long intake forms later without requiring a login.
Can I generate PDFs?
Yes. The plugin includes a document preview and PDF generation foundation for turning intake submissions into PDF outputs.
Is it mobile-friendly?
Yes. The front-end form renderer is fully responsive and designed to work across desktop, tablet, and mobile screens.
Can developers extend it?
Yes. IntakeFlow AI includes REST API support for custom, headless, or decoupled workflows, making it extendable for developers.
Changelog
Current Development Notes
Version 0.1.2 is a minor UI improvement release for the Form Override icon picker. No database changes are required for this upgrade.
Version 0.1.2
- Added dashicon picker modal to the Form Override confirmation icon field.
- Replaced preset icon button row with a searchable full dashicon grid.
- Added PHP unit test scaffold with PHPUnit, PHPCS/WPCS, and PHPStan.
Version 0.1.1
- Initial development release.
- Multi-step form builder with step and field management.
- REST API endpoints for form CRUD and entry submission.
- Draft saving with tokenised resume links.
- AI client integration scaffold.
- Document renderer and PDF generator base.
- Frontend shortcode and client dashboard.
- Admin entries page with status workflow.