Product guide · By Devlopes · Updated September 17, 2026
Digital intake for doulas: from first answers to an organized record
Plan how to send and follow up on a client intake form, with practical steps for getting started in Levvi Doulas.
Start with the information you need to retrieve
A record is useful when you can find the information during an appointment. Decide where you will keep contacts, the due date, the birth location and notes for the next session. Avoid maintaining a different version of the same record in every conversation.
Intake organizes information reported by the client. It does not replace discussion or turn the app into a diagnostic tool. Questions about clinical decisions belong with the team responsible for clinical care.
Send the link and explain what happens next
In Levvi Doulas, clients complete intake in their browser without installing the app. The form has five steps, saved drafts and a consent record. Once submitted, the organized record appears automatically in Clients.
A simple introduction could be: “This form helps us prepare for our first meeting. Complete it when you can; your information will stay together in your record.” Arrange time to discuss questions instead of assuming completed fields replace a conversation.
Continue from the client record
Once the form is submitted, open the new client and check the contacts, dates and recorded information. Discuss uncertainties directly with the client. Documents, notes and intake answers stay together so the next session can build on the previous one.
Keep notes relevant to the support you provide. If you need technical help, explain the app issue without forwarding a client’s health answers or documents to support.
Bring existing records into the app
You can add a client manually and attach the documents and notes you need. This flow does not import spreadsheets in bulk. Start with the next client you will meet and organize that record before the appointment.
The free plan supports one active client with the app’s tools; Pro increases the number of active clients. Before relying on information somewhere without a connection, check what is already loaded. Sending forms, attachments and synchronizing records require internet access.
Before your next appointment
- Add the client or send the intake link
- Open the client created automatically
- Discuss questions and missing information
- Record the next session and relevant notes
Need help getting started? Contact Devlopes: