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: