Client intake form
A client intake form is a document used by businesses or service providers to gather important information from clients who are interested in using their services or products. The form typically includes questions about the client's personal information, background, needs, and goals for using the service or product.
By filling out a client intake form, clients provide businesses with the necessary information to understand their situation and tailor their services to better meet their needs.

Client intake form
Customize in minutes
Drag and drop 40+ customizable question types to make this template your own.
Scheduling
Calendly, Chili Piper, cal.com
Social security input
Securely collect PII
E-signatures
Legally binding signatures
Mailing addess input
Autocomplete with the Google Maps API
Collect phone numbers
Domestic or international
Captcha
Verify human respondents
Template FAQs
Related templates
Make your first form in minutes