New Client Intake Form Template
Start every new client relationship with the information you need to serve them well.
New client intake is your first opportunity to understand who someone is and what they need. A well-designed intake form sets the right expectations, gathers essential background, and signals that your practice or business operates professionally.
The template covers the client's personal and contact information, the reason for seeking your services, relevant history or background, current challenges or goals, any previous experience with similar services, preferences and communication style, and consent to your terms and privacy policy.
A thorough intake means the first meeting can focus on the relationship and the work — not on gathering basic information that could have been collected in advance.
Contact details, the reason for seeking services, relevant history, goals and expectations, any previous related experience, communication preferences, and consent to your service agreement and privacy policy.
Yes — ideally 24 to 48 hours before. This gives the client time to complete it thoughtfully and gives you time to review before the meeting.
Enough to genuinely understand the client's situation, but not so many that completion feels burdensome. 10 to 20 questions is typical for most professional services. You can always gather more during the first session.
Yes. Explain in the form how information will be stored and who can access it. In healthcare and mental health contexts, confidentiality and its limits should be explicitly addressed.
Yes. Use conditional logic to show different questions based on client type or service requested. A B2B client and a consumer client will have different backgrounds and needs — the form should reflect that.
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