UX Design Discovery Form

Streamline Your UX Design Discovery Process

Whether you're a UX designer, design agency, or product team, gathering comprehensive project requirements is essential to creating user-centered digital experiences. This UX Design Discovery Form helps you collect critical information about user research, usability challenges, design system needs, and accessibility standards—all in one structured, professional format.

Built for designers who need clarity before pixels

This template is designed for UX designers, product designers, UI/UX agencies, and digital consultancies working with clients on web and mobile projects. Instead of scattered emails and disjointed intake conversations, you can systematically capture:

• Current user research findings and existing persona documentation
• Known usability pain points and friction areas in existing experiences
• Design system requirements, component libraries, and brand guidelines
• Accessibility standards (WCAG compliance levels, ARIA requirements)
• Responsive design needs across devices and breakpoints
• Testing protocols, timelines, and success metrics

By using Paperform's conditional logic, you can tailor follow-up questions based on project type, industry, or complexity level, ensuring you gather exactly the right information without overwhelming your clients.

From discovery to delivery with Paperform + Stepper

Once a client submits their discovery form, you can use Stepper to automatically create project folders, add stakeholders to your design tool, generate a kickoff meeting agenda, and update your project management system—turning a single submission into a coordinated project launch.

If your discovery process includes contracts or NDAs, Papersign lets you instantly convert submissions into signable agreements, keeping everything connected and audit-ready.

Why UX designers and agencies trust Paperform

This template gives you a professional, on-brand experience that reflects the quality of your design work. With Paperform's document-style editor, you can customize every section—add your logo, embed portfolio examples, adjust conditional sections, and apply your brand's visual identity in minutes.

Whether you're a solo freelancer or a growing design agency managing multiple clients, Paperform scales with you. Use conditional logic to adapt the form for different project types, integrate with tools like Notion, Airtable, or Slack to centralize project data, and leverage AI Insights to spot patterns across client pain points and feature requests.

Get started with this UX Design Discovery Form template and transform how you kick off design projects—professional, thorough, and entirely yours.