Medical Writing Client Intake Form

Streamline Your Medical Writing Projects with a Professional Client Intake Form

Medical writing agencies and freelance medical writers need to collect detailed, accurate information from clients before beginning any regulatory or scientific documentation project. This Medical Writing Client Intake Form is designed specifically for medical communication professionals working with pharmaceutical companies, biotech firms, CROs, and healthcare organizations.

Why Medical Writing Projects Need Specialized Intake Forms

Medical writing encompasses everything from clinical study reports and regulatory submissions to scientific manuscripts and patient education materials. Each project requires careful documentation of therapeutic areas, regulatory pathways, submission deadlines, and specific formatting requirements. A structured intake process ensures nothing falls through the cracks and helps writers deliver compliant, high-quality documents on time.

How Paperform Elevates Your Medical Writing Business

This template captures all the critical project details you need—therapeutic indication, document type, regulatory authority requirements, target submission dates, and client expectations. With Paperform's conditional logic, you can show relevant follow-up questions based on document type or regulatory pathway, ensuring you collect exactly the right information for each unique project.

For medical writing agencies managing multiple clients and writers, Paperform integrates seamlessly with project management tools like Asana, Monday, or ClickUp. Send intake data straight into your CRM, trigger onboarding workflows with Stepper to assign writers based on therapeutic expertise, and automatically generate project kickoff documents.

Need clients to review and approve project scopes? Add Papersign eSignature fields to capture formal agreement on deliverables, timelines, and confidentiality terms—all within the same intake workflow.

Whether you're a solo medical writer building your practice or an established agency handling complex regulatory submissions, this template provides the professional foundation you need to onboard clients efficiently and start projects with clarity.