SaaS · Agency Intake & Operations · 2025

Formline

Send forms. Get responses. Stay in control.

Product StrategyProduct BrandingSaaS Dashboard UI/UXWeb Platform
Formline agency workspace dashboard
Client website
Client

Formline

Industry

SaaS · Studio Operations & Client Intake

Year

2025

Services

Product Strategy · Brand Identity · Dashboard UI/UX · Front-End Engineering

Scope

Designed the complete product brand, landing page, and web workspace application for modern creative studios onboarding new clients.

01 — The Project

Turning scattered client onboarding into a calm, unified workspace.

Creative studios, agencies, and freelancers routinely lose project briefs, brand assets, and kickoff notes across cluttered email threads, messy Google Docs, and disparate spreadsheets.

Formline was created to solve this specific pain: a dedicated workspace where studios can build branded intake forms, share a single clean link with clients, and watch submissions automatically organize into structured client profiles.

BRNND designed the product branding, marketing site, interactive form builder, and full client pipeline dashboard.

02 — The Challenge

The chaos of client onboarding across creative agencies.

Onboarding a new client requires collecting brand guidelines, budget scopes, hex colors, and file assets. Without a dedicated tool, this process is repetitive, disorganized, and uninspiring for clients.

Existing form builders are either too generic or lack an integrated CRM workspace to manage the project once the form is submitted.

Design Opportunity

"The opportunity was to build a tool tailored specifically for studios: combining clean intake forms with living client profiles (scope, assets, color palette capture, internal notes)."

03 — The Approach

A product engineered for focus, speed, and agency aesthetic standards.

01

Form-to-Workspace Flow

Every completed submission instantly generates a living client record with status tracking, attached briefs, and timeline history.

02

Curated Studio Templates

Pre-built intake flows tailored for design studios, freelancers, and dev agencies (Client Intake, Project Feedback, Hiring Briefs).

03

Brand Asset & Color Capture

Built-in color palette extractors and asset drop zones so studios have logos and hex codes ready before kickoff calls.

04

Dark-Mode Studio Aesthetic

Crafted a calm, focused midnight palette (`#0A0A0B`) illuminated by electric violet highlights (`#7C5CFF`).

04 — The System

The Formline aesthetic: Focused midnight with electric precision.

A deep carbon workspace accented by luminous electric violet, sleek dashed grids, and Instrument Serif typography.

Typography SystemDisplay: Instrument Serif · Body: Manrope & Inter

Send forms. Stay in control.

Midnight Black

#0A0A0B

Dashboard canvas and dark sections

Electric Violet

#7C5CFF

Primary CTA, active states, and brand highlights

Deep Indigo

#5B3FD9

Button gradients and border illumination

Crisp Silver

#E5E5E7

Primary text and dashboard headers

Subtle Violet

#A28CFF

Badges, template counters, and icons

05 — The Digital Experience

A complete client workspace, not just form submissions.

Formline provides agencies with a comprehensive operating hub: pipeline tracking (New, In Progress, Completed), client profile tabs (Overview, Requirements, Files), and instant CSV exports.

✓

Drag-and-drop dynamic intake form builder with shareable URLs

✓

Living client profile workspace with asset and hex color storage

✓

Pipeline status dashboard with search, filter, and table views

✓

Pre-built agency templates (Client Intake, Feedback, Hiring)

06 — Selected Screens

Visual proof of the transformation.

Formline pipeline dashboard interface

01 — Workspace Pipeline Dashboard

Real-time client submissions organized by status, industry, and intake date.

Formline dynamic form builder and client brief workspace

02 — Dynamic Intake & Living Client Profiles

Clean public intake experience converting directly into categorized agency briefs and extracted color tokens.

07 — Details

Crafted for creative professionals.

Thoughtful details that make managing agency clients feel calm and organized.

Hex Color Palette Cards

Automatic visual swatches extracted from client submissions for immediate design alignment.

Instant Share Link

One-click copyable public form URL that works seamlessly across desktop and mobile.

Isolated Workspaces

Private, multi-client architecture ensuring strict data segregation for agencies.

08 — Outcome

A streamlined intake workflow built for modern agencies.

Formline provides creative teams with a polished, professional client onboarding platform that saves hours of administrative back-and-forth while creating an exceptional first impression.

Calm client onboarding.

From public intake link to structured project workspace, BRNND designed Formline to bring clarity and craft to studio operations.