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Client Intake Form template

Collect client details, service needs, consent, and signature before starting work.

Client Intake Form
Client name Text · Required
Company name Text · Required
Service needed Select · Required
Client signature Signature · Required

What this template includes

Fields prepared for signing

Client name Text field · required
Company name Text field · required
Service needed Select field · required Options: Consulting, Design, Development, Support, Other
Client signature Signature field · required

Common uses

When teams use this document

Professional services onboarding Agency intake Consulting discovery
This library is a workflow starting point, not legal advice. Review every document with the appropriate professional before sending it for signature.