8 free client intake form templates

A good intake form means your first call starts informed. These free templates cover professional services onboarding.

Agency and project intake

Client Onboarding Intake, Project Brief Intake, and Web Design Project Inquiry collect scope before kickoff.

Coaching and clinics

Coaching Client Intake, New Patient Intake, and Appointment Request prepare practitioners for the first session.

Tips

Only require fields you will use. Use logic for service-specific sections. Enable AI summaries so long intakes become one-line briefs.

Browse /templates/category/intake and /use-cases/client-intake.