Free Form Templates →Intake Forms → Client Intake

Client Intake Form Templates

First impressions matter, and a smooth client intake process sets the tone for every professional relationship. Our client intake form templates help you collect essential information from new clients efficiently and professionally, ensuring you have everything you need to deliver exceptional service from day one.

Who These Templates Are For

Whether you're a consultant, service provider, agency, or professional practice, these templates are designed to simplify your client onboarding process. They're perfect for businesses of all sizes looking to create a more organized, professional intake experience that saves time and reduces administrative overhead.

Why Choose Paperform for Client Intake

Paperform's client intake templates go beyond basic data collection. Customize forms to match your brand, add conditional logic to show relevant questions based on responses, and integrate seamlessly with your existing tools. Accept payments during intake, collect eSignatures with Papersign for service agreements, and use multi-step forms with Stepper to break complex intake processes into manageable sections.

Our templates help you capture contact details, project requirements, preferences, and other critical information in one streamlined workflow. With automated notifications and integrations, your team stays informed and can begin working on new client projects immediately. Start building better client relationships from the very first interaction with our professional, customizable intake forms.