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Client Intake Form Template
Collect consistent client details, project goals, and service requirements with this Client Intake Form Template.
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Client Intake Form Template
This Client Intake Form (the “Form”) is used by [Business/Firm Name] to collect information for onboarding and service planning.
1. Client Information
1.1 Client Type. ☐ Individual ☐ Company/Organization ☐ Other: [Type].
1.2 Client Name (Legal Name). [Full name or company legal name].
1.3 Preferred Name (Optional). [Preferred name].
1.4 Primary Contact (If Company). [Name and title].
1.5 Phone Number. [Phone].
1.6 Email Address. [Email].
1.7 Mailing Address. [Address].
1.8 Website (Optional). [URL].
1.9 Time Zone (Optional). [Time zone].
2. Preferred Communication
2.1 Preferred Contact Method. ☐ Email ☐ Phone ☐ Text ☐ Video call ☐ Other: [Method].
2.2 Best Times to Contact. [Days/times].
2.3 Communication Notes (Optional). [Language preferences, accessibility needs, etc.].
3. Service Request
3.1 Type of Service Needed. [Describe].
3.2 Reason for Request / Background. [Short explanation].
3.3 Goals and Desired Outcome. [What success looks like].
3.4 Key Deliverables (If Known). [Documents, work product, scope].
3.5 Urgency Level. ☐ Low ☐ Medium ☐ High ☐ Urgent.
3.6 Important Dates/Deadlines. [Dates].
4. Project or Matter Details
4.1 Brief Timeline. [When the work should start/end].
4.2 Budget Range (Optional). ☐ Under $[] ☐ $[]–$[] ☐ $[]+ ☐ Prefer not to say.
4.3 Decision Maker (If Different). [Name/title].
4.4 Other Stakeholders (Optional). [Names and roles].
4.5 Risks/Constraints (Optional). [Known issues, restrictions, compliance concerns].
5. Documents and Information Provided
5.1 Documents Attached/Provided.
☐ ID verification (if needed)
☐ Prior agreements/contracts
☐ Invoices/receipts
☐ Emails/communications
☐ Policies/terms
☐ Other: [List]
5.2 How Documents Were Provided. ☐ Email ☐ Portal ☐ In person ☐ Other: [Method].
5.3 Missing Documents (Optional). [List what is still needed].
6. Conflicts and Related Parties (Optional)
6.1 Opposing Parties / Related Entities (If Any). [Names].
6.2 Related Matters (Optional). [Describe].
6.3 Potential Conflicts Notes. [Anything the provider should know].
7. Privacy and Consent
7.1 Use of Information. The information in this Form will be used to evaluate and provide services and to communicate with the Client.
7.2 Consent. The Client consents to the collection, storage, and use of the information provided in this Form for the purposes stated above.
7.3 Marketing Consent (Optional).
☐ Client agrees to receive updates and marketing emails
☐ Client does not agree to receive marketing emails
7.4 Data Retention (Optional). Intake records will be retained for: [__] years, unless required otherwise by law or policy.
8. Acknowledgments (Optional)
8.1 No Legal Advice / No Relationship (Optional). Submitting this Form does not, by itself, create a client relationship or guarantee services unless confirmed in writing by [Business/Firm Name].
8.2 Accuracy. Client confirms the information provided is accurate to the best of their knowledge.
Signatures
By signing below, the undersigned acknowledge that the information provided is accurate and agree to the consent terms in this Form.
Client Name: [Name]
Date: [Date]
Signature: ___________________________
Representative (If Company): [Name]
Title/Role: [Title]
Date: [Date]
Signature: ___________________________
[Business/Firm Name] Representative (Optional): [Name]
Title/Role: [Title]
Date: [Date]
Signature: ___________________________
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What’s Included
Legal Research
Legal Research
Legal Research
Contract Drafting
Contract Drafting
Contract Drafting
Document Review
Document Review
Document Review
Risk Analytics
Risk Analytics
Risk Analytics
Citation Verification
Citation Verification
Citation Verification
Easy-to-understand jargon
Easy-to-understand jargon
Easy-to-understand jargon
Details
Learn more about
Client Intake Form Template
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
CLIENT INTAKE FORM TEMPLATE FAQ
What is a client intake form?
A client intake form is a document used to gather essential information about a new client before work begins. It helps you understand who the client is, what they need, timelines, and any special requirements, so you can provide services more efficiently and reduce misunderstandings.
What should be included in a client intake form?
Most intake forms include contact information, preferred communication method, a description of the client’s needs, goals and expectations, key dates, budget (optional), documents provided, and consent to store and use the information. If the intake is for legal services, it may also include conflict checks and disclaimers.
When should you use a client intake form?
Use it before the first consultation or onboarding call, or as part of your scheduling/booking process. It’s especially useful for service providers, agencies, consultants, and firms that need consistent information across many clients.
How do you protect privacy when collecting intake information?
Collect only what you need, store the form securely, limit access to staff with a business need, and explain how information will be used. If you collect sensitive data, consider adding extra security steps and a clear consent section.
Can a client intake form act as a contract?
Usually no. An intake form helps gather information and set expectations, but it typically does not create a full service agreement unless it includes clear contract language and both sides sign with intent to be bound. Many businesses use an intake form alongside a separate agreement or terms.
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