Kosher Catering Client Intake Form

Planning a kosher catered event requires careful attention to dietary laws, certification standards, and guest needs. This Kosher Catering Client Intake Form streamlines the information-gathering process for catering companies, event planners, and food service providers who specialize in kosher cuisine.

Whether you're catering a wedding, bar mitzvah, corporate event, or holiday celebration, this template helps you capture all the essential details in one organized form—from kashrut supervision requirements and certification levels to menu preferences, guest counts, and venue logistics.

What makes this template essential for kosher catering businesses:

The form walks clients through every critical element: event type and date, expected guest count, kosher certification level (Glatt, Chalav Yisrael, Pas Yisrael), mashgiach coordination needs, serving style preferences (buffet, plated, family-style), dietary accommodations beyond kashrut, and complete venue information including kitchen facilities and equipment access.

Built with Paperform, this intake form replaces back-and-forth emails and phone tag with a single, professional questionnaire that ensures nothing is overlooked. Conditional logic reveals relevant follow-up questions based on responses—such as additional dairy restrictions or specific hashgacha preferences—so you only ask what's needed.

Automate your catering workflow with Stepper:

Connect this form to Stepper to turn each submission into an actionable workflow. Automatically create client folders, send quote templates, schedule tasting appointments, coordinate with your mashgiach, and keep your team synchronized across calendar tools, CRMs, and project management platforms—all without manual data entry.

For catering businesses that need formal agreements, pair this intake form with Papersign to generate and send catering contracts, venue waivers, or menu approval documents for eSignature, creating a seamless client onboarding experience from inquiry to event day.

Perfect for kosher caterers, event venues, synagogues, Jewish community centers, and hospitality professionals serving observant communities, this template helps you deliver exceptional service while honoring the dietary and spiritual requirements that matter most to your clients.