Client intake that goes straight into your systems.

Many businesses rent intake from a form builder like Typeform or Jotform, and pay by monthly responses or usage limits. CIRA+PLUS replaces it with an intake system built around the questions you ask, where each answer lands in the systems your team already uses, in accounts registered to your business.

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What you’re paying for today

A form builder stops at the submission, so someone exports the answers or retypes them into the CRM, and follow-up depends on who sees the email.

ToolHow it chargesWhat grows the bill
TypeformPlans capped by monthly responses, shared across every form.More responses than your plan allows
JotformPlans with limits on forms, submissions and storage.Whichever limit you reach first

Pricing models as published on October 30, 2026. Vendors change them, so check the current terms.

What we build instead

The usual scope of a replacement, fixed in your Statement of Work:

  • Intake forms with your own questions and conditional steps
  • File uploads attached to the right client record
  • Each submission routed to the person who handles it
  • Answers written straight into the CRM you keep
  • Status your team can see without asking around
  • An assistant connected to your intake data, for questions like where new requests come from

What stays

Your CRM and your accounting system stay where they are. The intake system connects to them through their APIs, so a new client reaches your records without anyone retyping it.

What it costs

Replacing one tool starts at $1,500, fixed before work starts. Hosting and AI usage are billed to you directly.

See how pricing works

How the switch works

Your old form builder stays active for 30 days after handover while your team works in the new one. Anything that doesn’t match the signed scope is fixed at no charge. You cancel the old subscription when you’re sure.

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Questions about replacing a form builder

Can we keep our current forms running during the switch?

Yes. The old tool stays active as your fallback for 30 days after handover, and you choose when your public links move to the new forms.

Can it accept file uploads?

Yes. Uploaded files are stored in accounts registered to your business and attached to the matching record.

Does it connect to our CRM?

Yes, when your CRM offers an API, which is the case for the common ones. The connection is listed in your Statement of Work.

Which tool would you cancel first?

If it’s your form builder, say so when you book. The call starts there.

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