--- generated_by: surveylegend-page-markdown title: Client Intake Form Template | SurveyLegend description: Gather project goals, scope, timing, and contact details with a client intake form for agencies and service businesses. Start free in SurveyLegend. canonical: https://www.surveylegend.com/survey-examples-templates/web-forms-questionnaires/client-intake-form-template/ --- # 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. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/web-forms-questionnaires/client-intake-form-template/#try-template) Preview on a device Show the desktop survey preview Show the tablet survey preview Show the mobile survey preview ![Client Intake Form: first question and response field, desktop preview](https://www.surveylegend.com/survey-template-media/previews/client-intake-form-template-preview.avif) ![Client Intake Form: first question and response field, tablet preview](https://www.surveylegend.com/survey-template-media/previews/client-intake-form-template-preview-tablet.avif) ![Client Intake Form: first question and response field, mobile preview](https://www.surveylegend.com/survey-template-media/previews/client-intake-form-template-preview-mobile.avif) Client Intake Form [Preview](https://www.surveylegend.com/survey-examples-templates/web-forms-questionnaires/client-intake-form-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fweb-forms-questionnaires%2Fclient-intake-form-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fweb-forms-questionnaires%2Fclient-intake-form-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fweb-forms-questionnaires%2Fclient-intake-form-template%2F\&text=Client%20Intake%20Form%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fweb-forms-questionnaires%2Fclient-intake-form-template%2F\&title=Client%20Intake%20Form%20Template) 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](https://www.surveylegend.com/survey-examples-templates/meeting-form-template/) template. **Create your client intake form in SurveyLegend** 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. ## 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. Try the survey ## A little feedback. A clearer picture. Explore this 8-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 8 ### Client Intake Form 01 Who is the main contact for this project? Share your answer, or skip this question. 02 What email address should we use for project questions? Share your answer, or skip this question. 03 What organization or project is this for? Share your answer, or skip this question. 04 What result would make this project successful for you? Share your answer, or skip this question. 05 What work would you like us to include? Share your answer, or skip this question. 06 What date are you working toward, and what makes that date important? Share your answer, or skip this question. 07 What relevant materials or decisions are already available? Share your answer, or skip this question. 08 What should we clarify before getting started? Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## 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. [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download PDF](https://www.surveylegend.com/downloads/survey-templates/client-intake-form-template.pdf) Export client intake form template as 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. AI prompt for a client intake form [Use prompt directly in SurveyLegend](https://www.surveylegend.com/register/) Create a free account, then paste the copied prompt into SurveyLegend. Already have an account? [Sign in to create your client intake form.](https://app.surveylegend.com/login/) ## 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. Web Forms and Questionnaires Template 1. [![Preview of the Meeting Form Template](https://www.surveylegend.com/survey-template-media/previews/template-meeting-form-template-survey-preview.avif) Web Form: Meeting Form Template Web forms & questionnaires Let’s face it: meetings have a reputation. Some people love them, others just survive them. But with the right tools, every meeting—yes, even the ones that could have been an email—can be clear, organized, and even enjoyable. That’s where the meeting form template from SurveyLegend comes in.](https://www.surveylegend.com/survey-examples-templates/meeting-form-template/) 2. 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[![Preview of the Support Request Form demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/support-request-form-template-preview.avif) Support Request Form Template Web forms & questionnaires Use this support request form template to understand what a customer was trying to do, what happened, and how the problem affects them. The fields help your team ask fewer avoidable follow-up questions. Create your form in SurveyLegend and connect it to a support process your team can monitor.](https://www.surveylegend.com/survey-examples-templates/web-forms-questionnaires/support-request-form-template/) Free survey maker ## Start creating surveys today *for free* Create and bring your ideas to life with the survey tool used by people all over the world. 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