Free Form Templates →Small Business Forms → Client Intake & Onboarding

Client Intake & Onboarding Form Templates

First impressions matter, and a smooth onboarding process sets the tone for every client relationship. Our client intake and onboarding form templates help you collect essential information, streamline administrative tasks, and welcome new clients professionally from day one.

Whether you're a consultant, agency, law firm, or service provider, these templates are designed to gather everything you need—contact details, project requirements, preferences, and agreements—all in one place. Say goodbye to back-and-forth emails and hello to organized, efficient onboarding.

Why Use Paperform for Client Intake?

Paperform's client intake templates go beyond basic forms. Accept payments and deposits upfront, collect eSignatures with Papersign for contracts and agreements, and create multi-step experiences with Stepper that guide clients through your onboarding journey without overwhelming them.

Our templates integrate seamlessly with your existing tools, automatically sending client data to your CRM, project management software, or email marketing platform. Set up automated welcome emails, create client portals, and trigger internal workflows—all without writing a single line of code.

Professional, Branded, and Efficient

Customize every template to match your brand with your logo, colors, and fonts. Make forms feel like a natural extension of your website and services. With conditional logic, you can show relevant questions based on client responses, keeping forms concise and personalized.

Start onboarding clients the right way with Paperform's intake and onboarding templates.