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Intake Form
This client intake form template allows you to gather client information to see if your business would be a good fit for them. Use the template as a questionnaire to gather feedback at the start of your working relationship to outline a strategy to fit the client’s requests. Who Uses a Client Intake Form? Lots of industries use this type of intake form: Law and accounting firms, medical institutes, real estate and advertising agencies – basically anyone who deals with clients. Customize our intake template to fit your industry:

Client Information

Client Questionnaire