# A simpler client-intake form

Self-initiated research sample · 2026-09-21

## Brief
A small service business needs a public enquiry form, conditional questions and an organized response sheet. This completed desk-research sample compares Tally and Google Forms. No client commission, hands-on test or measured result is claimed.

## Shortlist
Consider Tally when flexible question visibility and page routing are important. Consider Google Forms for a straightforward intake already centred on Sheets. These recommendations are inferences from the documented features, not a universal ranking.

## Verified observations
- Store responses in Sheets: Tally — Integration listed. Google Forms — Response sheet supported. Sources: T1, G1
- Adapt the form to answers: Tally — Show/hide blocks and route pages. Google Forms — Route to a section from multiple choice or dropdown. Sources: T2, G2
- Free-plan boundary: Tally — Forms/submissions subject to fair use. Google Forms — This review makes no storage or quota claim. Sources: T1, G1
- Brand-free presentation: Tally — Brand removal is an upgrade feature. Google Forms — Brand removal not established in reviewed sources. Sources: T1
- Practical shortlist: Tally — Consider for a flexible public intake. Google Forms — Consider for a simple Sheets-centred intake. Analyst inference.

## Before choosing
1. Define the exact questions and branching path.
2. Confirm form ownership and response-sheet permissions.
3. Decide whether any file upload or sensitive data is necessary.
4. Test completion and export on a phone.
5. Confirm current plan terms, limits and branding.

## Limits
This review does not assess legal compliance, uptime, security architecture, every plan or every competing provider. Product documentation may change. Missing evidence stays unknown. No purchase is required by this deliverable.

## Sources
- [T1: Tally plans and features](https://tally.so/pricing) — Free forms and submissions within fair-use guidelines; Sheets integration listed; removal of branding is an upgrade feature.
- [T2: Tally conditional logic](https://tally.so/help/conditional-form-logic) — Free logic can show or hide blocks, jump pages, require answers and redirect.
- [G1: Google Forms getting started](https://support.google.com/docs/answer/6281888?hl=en) — Create surveys/forms and collect responses in Google Sheets.
- [G2: Google Forms branching](https://support.google.com/docs/answer/141062?hl=en) — Section branching is available for multiple-choice and dropdown questions.