Software Development Agency Client Intake Form

Streamline Your Software Development Client Onboarding

For software development agencies and tech consultancies, the client intake process sets the tone for every project that follows. This Software Development Agency Client Intake Form is designed to capture everything you need—from high-level project goals and technical stack preferences to team composition, timelines, and a legally binding eSignature—all in one smooth, professional experience.

Why This Template Works for Dev Agencies

Whether you're a boutique dev shop, a growing agency, or a freelance development team, you need to gather detailed technical requirements without overwhelming clients or losing critical details in email threads. This template walks clients through a logical onboarding flow that covers:

• Client and project overview: Capture company details, stakeholders, and project vision in a structured way.
• Technical requirements: Collect information on preferred tech stack, integrations, hosting preferences, and existing systems.
• Scope and deliverables: Define project type (web app, mobile app, API, etc.), core features, and success criteria.
• Timeline and budget: Understand deadlines, milestone expectations, and budget parameters upfront.
• Team composition needs: Identify required roles (frontend, backend, DevOps, design, etc.) and collaboration preferences.
• Development agreement eSignature: Use Papersign to send and collect legally binding signatures on your service agreement, NDA, or SOW—right from the form submission.

Turn Submissions Into Automated Workflows with Stepper

Once a client submits your intake form, you can use Stepper (stepper.io) to automatically trigger your entire onboarding workflow. Create a project in your PM tool, notify your team in Slack, generate a proposal or contract, update your CRM, and schedule a kickoff call—all without lifting a finger. Stepper's AI-native automation keeps your pipeline moving while you focus on building great software.

Built for Agencies That Care About First Impressions

This form is fully customizable in Paperform's doc-style editor, so you can match your agency's brand, add your logo, embed a welcome video, and adjust the questions to fit your process. Whether you work with startups, enterprises, or product teams, you can adapt the form to capture exactly what you need to kick off projects with confidence.

Trusted by dev agencies worldwide, this template helps you replace messy email threads and scattered spreadsheets with a single, professional intake experience that scales as your client list grows.