Prep faster
Know the client's context before the first call so your consult can focus on support, fit, and next steps instead of basic data collection.
Free doula resource
A cleaner intake workflow for your next doula client
Replace scattered PDFs, Google Forms, and email threads with a digital intake flow that helps you prepare for the first consult and keep client details connected to the rest of your practice.
Secure portal
No credit card
Free early access
Intake sections to collect
Client contact details, due date, birth location, and care team
Partner/support people, emergency contacts, and communication preferences
Health history, allergies, medications, and recent conditions
Birth preferences, comfort measures, fears, questions, and follow-up notes
Look organized
Give new clients a professional workflow from the start, even if you are a solo or newly independent doula.
Keep it connected
Use intake details alongside birth plans, documents, messages, appointments, and invoices instead of copying the same details between tools.
Common questions
Practical answers for doulas setting up a cleaner client workflow.
What should a doula intake form include?
A strong intake form should collect contact details, due date, birth location, care team, support people, health context, allergies, medications, birth preferences, communication preferences, and questions for the first consult.
Can I still use this if I am a new doula?
Yes. This resource is designed for solo and newly independent doulas who need a professional workflow before they have a full back-office system.
Does the client need special software?
No. Clients use the secure DoulaOS client portal from their browser. The workflow is designed to be usable from a phone or laptop.
Is this free?
DoulaOS is currently available through free early access. No credit card is required to create an account.
Set up your next client workflow before the next inquiry.
DoulaOS is in free early access. Start with the resource, then keep intake, documents, messages, invoices, and client follow-up connected.