Client Intake Form

Create an outstanding customer service experience right from the start with a Client Intake Form Template from Formsite. Gather all of the information you need to build a great relationship with new clients as soon as they come on board. This user-friendly new client intake form template helps businesses streamline the onboarding process. In addition to gathering necessary information such as client contact information or personal information, you can also customize the template to ensure you are asking all the right questions during the intake process. It is the perfect way to ensure that new business becomes recurring business.

This template comes with handy features like drag-and-drop form builder functionality and custom branding capabilities. Customizing the Client Intake Form Template to work for your business needs is a snap. Excellent for law firms, real estate agencies, small businesses and more. You can also take advantage of administrative features like email notifications that let your team know when a new client form has been submitted.