Client Intake Form Template

If your business is providing professional services, you might be looking to create a client intake form to use in your onboarding process. We created this form template so you could get started in just a few clicks — simply hit that "Use this template" button below.

A client intake form is a type of questionnaire that you share with your customers at the very beginning of your working relationship with them. You might be looking to ask them all kinds of questions:

• Questions about their business, customers, company history (if that's relevant).
• Questions about their budgets, communication preferences, project deadlines.
• Collect project-information and visual assets from them.
• If that's a returning customer, feedback on your previous work and things to improve moving forward.

Make sure that your client intake forms are well-structured, concise, informative, and easy to understand. Paperform makes sure that your forms look great on all devices and screen sizes — and so you don't have to worry about that part.

Once your client intake form is live, you can either share it with your customers via a direct link or embed it on your website (in that case, it could also serve you as a lead generation form).

If you have any questions about client intake forms or Paperform, don't hesitate to contact our team through the chat bubble in the bottom right corner.

Key Features

This template is designed to help you collect information efficiently and professionally. It includes carefully crafted questions and fields that gather all the essential details you need.

Why Use This Template

• Save time: Start with a pre-built structure instead of creating from scratch
• Professional design: Looks polished and trustworthy to respondents
• Easy customization: Modify fields, colors, and branding to match your needs
• Mobile-friendly: Works seamlessly on all devices

How to Use This Template

1. Click "Use this template" to import it into your Paperform account
2. Customize the questions and fields to match your specific requirements
3. Adjust the design and branding to reflect your organization
4. Share the form link or embed it on your website
5. Start collecting responses and managing submissions

Customization Options

Paperform's visual editor makes it easy to:

• Add or remove questions
• Change colors, fonts, and images
• Set up conditional logic to show/hide fields
• Configure email notifications and integrations
• Accept payments if needed

Get started today and create a professional form in minutes.