# Contacts and forms

> Contacts with notes and a simple client record, and forms your assistant builds from a sentence, with public links you open and close.

Source: https://nabcloud.geenius.io/docs/contacts-and-forms/

## Contacts

Each client has one record: notes, projects, documents and invoices. Your assistant can find a person, list who you have not contacted this month and keep notes. It reads and writes the record; it does not make calls.

## Forms

Describe the form and your assistant builds it: an intake, an enquiry, a questionnaire. Answers arrive in your inbox and in a table you can export as CSV. The public link is yours to open and close.

> [!WARNING]
> Ask only for what you need. Collecting more personal data than necessary is your responsibility as the office.

## Forms and bookings

A booking page can ask the questions of a form as well; see [calendar and bookings](/docs/calendar-and-bookings/).

## Forms and matters

A matter can have a public intake form. Each answer becomes a prospect contact and a task; see [matters and time](/docs/matters-and-time/).