A client intake form is a questionnaire that allows you to gather necessary information from a client. Based on this information, you can determine the best course of action and devise an appropriate strategy for your client. It helps you in developing well-thought-out goals for your client.

What is a client intake process?

The client intake process is the first step in starting a professional relationship with your clients and it begins when you collect pertinent client information. You can use this opportunity to ask the client questions about the assignment so that you know what is required and can begin to work.

Not all businesses have structured intake processes, nor formal client intake forms. The method described may create a number of problems for both you and the client.

Start an in-depth relationship with your clients by taking your time to truly understand each client’s needs during the client intake process. The process of designing a business’ intake form template is typically involved.

Client Intake Form Templates

What is client intake form?

A client intake form is a legal questionnaire that you share with clients prior to beginning a working relationship. By using a new client intake form, you can gather information from a client that will help you:

◉ Determine whether a client is a good fit for your company. Then determine the issue they are having and determine how you can help solve it.
◉ You should collect all of the information you need to determine if you can meet a client’s needs.

If your business deals with clients or patients, you can benefit from using a client or patient intake form to streamline communication and increase the quality of your services. The form will help to:

◉ Accountants
◉ Alternative therapy practices
◉ Digital agencies
◉ House cleaning services
◉ Interior design and home renovation
◉ Law firms
◉ Medical professionals
◉ Wellness establishments.

Patient Intake Form Templates

There are many different types of client intake forms

When beginning a professional relationship with a new client, it is usually necessary to complete a client intake form. A creative brief helps you to determine if there is potential for a long-lasting relationship with a client.

There are several types of new client forms available, including:

Simple Form

This template can be used as a general client intake form or as a template to record information about several clients. You can either keep this new client information in your database or share it with other departments and employees so that everyone will know the details of new clients.

Legal Form

The following form is designed to be used by law firms. It may be used to record details about potential or existing legal clients. The template has spaces for you to write your client’s personal information, citation data, payment records, and other relevant information.

Small-Business Form

The following form is for small to medium-sized enterprises. Use it to get pertinent background information on your prospective or new clients in relation to your business offerings. This way, any member of your team can refer to a client’s information when determining how to reach out or which action is best to take.

Counseling Form

Counseling intake form templates streamline the counseling process by tracking important client details before the first session. This template also includes sections where you can add details regarding your client’s medical history, insurance information, and reasons why he or she is seeking counseling.

Business or Corporate Form

This template can help you keep track of prospective and new clients. The network is beneficial for accounting firms that provide financial advisory or consulting help for corporations and businesses.

Tax Preparation Form

As a tax preparer or accountant, you must gather client-specific tax details during the client intake process. This form can be used to assure your clients that their taxes will be accurately filed.

Patient Form

Health care professionals have a unique and important responsibility because they have to accurately capture patient information. Use this template to obtain patient details because it is easy to read and fill. Any member of your team will be able to complete initial evaluations, propose possible treatments, and assign the client to the appropriate doctor.

Real Estate Form

You can enter all of the prospective client information in relation to a property by using this form. The system has a section for entering information about the client, property, closing date, and others.

Awesome Client Intake Forms

How do you create a client intake form?

An intake form is an opportunity to filter out any clients who might not be a good fit. Following this procedure can save you considerable effort, resources, and time. The following steps are to be considered when making your own intake form template:

Company and Contact Details

Before creating a client or patient intake form template, you must first compile the basic information. Accurate records of company and contact information will allow you to reference these documents in the future.

This section must cover the name of the company, the main contact, their preferred method of contact, their role in the company and any other pertinent information that you can get out of their website.

Description of the Client

After you have completed all of the preliminary details, you can move on to the body of your new client forms. The client will describe his brand and his main services or products. The information provides plenty of insights to help you decide whether this client is right for you. Ask new clients what they expect from you and your firm. Also, pay attention to how they describe their service or product.

Goals of the Client

This section provides information about the position your company will have in your client’s operations in the future. A client’s goals, more than anything else, will provide the most accurate picture of the expectations and hopes they will bring to your working relationship.

Budget Details

We might consider this item the most significant factor to address. If a client’s budget is limited, your company may not be able to address the client’s goals or vision. If you accept their offer, this gives you a point of reference for the resources you can allocate to help the client. In addition, it can help you establish the limits you will use to create strategies for your clients.


This is the section where you will begin to define your professional niche. You will get a sense of how your client’s organization operates based on what you learn at the orientation. Based on this information, you will discover the ways that companies in your client’s space run their businesses.

Researching your client’s competitors will provide you with an opportunity to determine whether you can leverage the same strategies they used. Upon examining the operations of a potential client, you find that they do not line up well with your services. We suggest that you will probably realize that this client’s organization is not a good fit for our company.