

Explore all the solutions you can create with Paperform: surveys, quizzes, tests, payment forms, scheduling forms, and a whole lot more.
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Connect with over 2,000 popular apps and software to improve productivity and automate workflows
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Explore all the solutions you can create with Paperform: surveys, quizzes, tests, payment forms, scheduling forms, and a whole lot more.
See all solutions
Connect with over 2,000 popular apps and software to improve productivity and automate workflows
See all integrationsCreate beautiful forms in minutes with one of Paperform's 30,000+ pre-built web form templates. See below for templates are ideal for Client, patient, and customer intake and onboarding.
Intake forms are essential for collecting accurate client, patient, or customer information before delivering your services. Whether you're running a medical practice, consulting business, law firm, or wellness center, a well-designed intake form ensures you have everything you need to provide exceptional service from day one.
Paperform's intake form templates make it easy to gather contact details, medical histories, service preferences, consent agreements, and more—all in one streamlined form. Our templates are fully customizable, so you can tailor questions to match your specific industry requirements and brand identity.
Our intake templates go beyond basic data collection. Accept payments and deposits upfront, collect legally binding eSignatures with Papersign, and create multi-step forms using Stepper for a guided, user-friendly experience. Integrate with your existing tools to automatically sync client information to your CRM, schedule appointments, and trigger follow-up workflows.
Whether you need a simple new client form or a comprehensive patient intake questionnaire, Paperform's templates provide a professional foundation that you can customize in minutes. No coding required—just choose a template, adjust the fields, and start collecting the information that matters most to your business.
Start building better client relationships with forms that make great first impressions.