Client Intake Form Template
This client intake form template collects a new client’s project goals, requested work, deadline, available materials, and main contact. Use it before an agency, consulting, or other nonclinical service project to clarify the scope and prepare your kickoff conversation.
Use this client intake form template to collect the details you need before starting a service project. It brings together the client’s goal, requested work, deadline, available materials, and main contact. Adapt it in SurveyLegend to prepare a more focused kickoff conversation and identify missing information early.
When to use this client intake form
Send the form once the client understands your service and is ready to discuss the work in detail. It supports project preparation, rather than acting as a general sales lead form. Review the answers together before agreeing on scope. A completed intake form is not a signed contract, a confirmed delivery date, or acceptance of work outside your offer.
When you are ready to arrange the kickoff discussion, adapt our meeting form template.
8 questions for your client intake form
Use these 8 questions as a starting point. All fields are optional; choose one answer where choices are listed. Leave an irrelevant open field blank.
Respondent introduction:
Please describe the project we will discuss. Dates and deliverables are requests until agreed separately. All fields are optional. Do not include passwords, payment details, or sensitive case information.
A little feedback. A clearer picture.
Explore this 8-question example at your own pace. Every question is optional.
Client Intake Form
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How to customize your client intake form
Describe the service and the next step in the introduction. Replace the broad project prompts with relevant details, such as pages needed for a website or audiences for a research project. Ask clients to describe available materials rather than upload confidential files through an unreviewed workflow. Explain which dates are preferences and which are genuine constraints. Keep specialist case details out of this general business version. Before sharing widely, try the questions with a few people from the intended audience and clarify anything they interpret differently.
Printable client intake form template
Use this printable client intake form template during a client kickoff meeting. It includes the same questions and space to write, giving people who prefer paper or are less comfortable online another way to take part. SurveyLegend helps you offer both formats. Tell respondents where to return the completed form and who will review it. Paper answers need a separate review or manual entry process; they are not automatically added to online responses.
Download PDF AI prompt for a client intake form
Start your next client project with clearer goals and fewer unanswered questions.
The full prompt below specifies your client intake form, including all 8 questions and response settings. Copy it, register for a free SurveyLegend account, and paste it into SurveyLegend’s AI survey creation tool. Review the result and add your organization’s details before sharing.
Create a free account, then paste the copied prompt into SurveyLegend.
Already have an account? Sign in to create your client intake form.
Build a kickoff agenda from the client’s answers
Prepare a kickoff checklist from the desired result, scope, timing, and materials. Resolve conflicting expectations before assigning work. For example, a requested launch date may depend on content the client has not yet prepared. Summarize the open questions and confirm the agreed scope through your normal project process. Use the intake response as a starting point, not a substitute for clarifying decisions with the client.
Frequently asked questions
When should I send a client intake form?
Send it before the kickoff meeting, once the client knows what service you offer. This gives you time to identify missing inputs and prepare useful questions.
Is an intake form a contract?
No. It gathers project information. Confirm commercial terms, deliverables, responsibilities, and dates through your separate agreement process.
Can I use this for clinical or legal intake?
This version is for general service projects. It does not cover the specialist information, safeguards, or processes required for clinical or legal case intake.
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