Quibzy for Professional Services

Client intake, feedback and lead capture for consultants, accountants and law firms

Consultancies, accounting practices, law firms and advisers use Quibzy for client onboarding, consultation requests and post-engagement feedback. Clients answer without an account, and responses stay private to your firm.

For consulting, accounting, legal, business advisory.

Browse Professional Services templates Create a free survey

Who uses Quibzy in professional services

Partners and principals

Measure client satisfaction after each engagement
Track NPS across the practice
Review feedback by team

Business development

Qualify enquiries before a call
Take consultation bookings
Run event and webinar registration

Practice and operations managers

Collect client onboarding details
Handle internal expense requests
Run staff engagement surveys

Use cases

Onboard new clients in one step

Company details, services needed, goals and documents before the first meeting.

Templates: Client Onboarding Questionnaire

Turn enquiries into qualified leads

Ask about need, budget and timeline before you call back.

Templates: Consultation Booking Enquiry, B2B Lead Qualification Form, Quote Request Form

Measure client satisfaction

Post-engagement CSAT, NPS and service-quality reviews.

Templates: Service Quality Review, Net Promoter Score (NPS)

Grow through events

Templates: Workshop or Webinar Registration

How Quibzy fits professional services teams

Clear consent notices on every form that collects contact details.
Team roles (owner, admin, editor, analyst, viewer), restricted surveys and an activity log keep data in the right hands.
On the CRM plans, keep customers, partners and interactions next to the surveys that describe them.
Business plans add webhooks and API keys, so new responses can flow into your own tools.
Respondents never need an account, and surveys are anonymous by default.