Client Intake Form
A client intake form for onboarding new clients: contact and billing details, goals, background, preferences, documents and signed agreement, before the first session or project.
10 questions, about 5 minutes to fill in
Free, with unlimited responses. Change any question, color or rule after you start.
What it asks
- 1Your detailsContact info
- 2Billing addressShort answer
- 3Which service are you signing up for?Dropdown
- 4What would you like to achieve?Long answer
- 5What have you tried so far?Long answer
- 6How do you prefer to communicate?Multiple choice
- 7When are you usually available?Multiple choice
- 8Documents we should see (optional)File upload
- 9Have you read and agreed to our terms of engagement?Yes / No
- 10Please sign belowSignature
Good for
- Onboarding new clients after they sign
- Pre-consultation questionnaires
- Collecting documents and background
- Agreement and policy sign-off
Why it works
- Everything you need before the first meeting
- Documents uploaded with the form
- Signature on your terms or engagement letter
- Send intake answers to your CRM by webhook
Made for
Consultants, coaches, agencies, accountants, lawyers, therapists and other professional services.
Your details
*
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