Client Intake Forms That Prepare You
Collect complete client information before the first meeting. Professional intake forms for legal, healthcare, consulting, and service businesses.
Why Client Intake Forms Matter
First impressions matter. Professional intake forms gather essential information upfront, making clients feel organized and cared for. You arrive at every meeting prepared with complete context, ready to focus on solutions rather than basic questions.
Start Prepared
Collect background, history, and requirements before the first conversation. Understand the situation so initial meetings focus on strategy and solutions, not information gathering.
Professional Experience
Branded intake forms signal professionalism. Clients appreciate organized processes. A smooth intake experience builds confidence in your services from the start.
Complete Records
Standardized intake ensures consistent information collection. Every client file starts complete. Required fields prevent missing details that cause problems later.
Intake Forms for Every Practice
From legal consultations to healthcare appointments, build intake experiences tailored to your industry.
Legal Client Intake
Collect case details, relevant dates, opposing party information, and document uploads. Conflict check questions and engagement terms integrated into the intake flow.
Healthcare Patient Intake
Medical history, current medications, symptoms, and insurance information. Conditional questions adapt to patient responses. Prepare for appointments with complete background.
Consulting Client Intake
Business background, goals, challenges, and project scope. Understand what clients need before discovery calls. Arrive with relevant questions and initial ideas.
Service Business Intake
Project requirements, preferences, timeline, and budget. Contractors, agencies, and freelancers collect everything needed to scope work and prepare accurate proposals.
Sections
Organized Sections
Break intake into logical sections: contact information, background, specific details, and documents. Clients complete one section at a time without feeling overwhelmed.
Documents
Document Collection
Accept contracts, records, images, and supporting files. Clients upload relevant documents during intake. Everything attached to the client record from the start.
Conditional
Adaptive Questions
Different services trigger different questions. Previous answers determine follow-ups. Clients only answer relevant questions, keeping intake efficient and focused.
Branding
Professional Branding
Match intake forms to your brand with custom colors, logos, and styling. Clients experience consistent branding from first contact through service delivery.
Notifications
Intake Alerts
Email notifications when clients complete intake. Review submissions before meetings. Route to appropriate team members based on service type or case category.
Integration
System Integration
Connect to practice management, CRM, or project tools via Zapier. Automatically create client records, cases, or projects from intake submissions.
Frequently Asked Questions
Everything you need to know about building client intake forms. More questions? We are here to help.
Find the perfect template
Explore real templates crafted in Formsuite and discover how good your forms, surveys, and quizzes can look.
Explore Related Solutions
Build Complete Client Onboarding
Client intake forms work best with these complementary features.