Client Intake Form

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Lead Generation Forms
Lead Generation Forms

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.

Client Intake Templates

Formsite makes online form building easy. We offer pre-built templates for business forms, or you can choose to build your own. We also specialize in enterprise level form solutions for clients that require more from a form builder. Getting started is easy. Sign up today.

Client Intake Form

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1998

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Key Features

Use Formsite's powerful features to build forms and online surveys with easy ecommerce and secure data collection.

Email notifications

Email results to one or more email addresses.

Share data and graphs

Easily share your results in multiple formats.

Collect payments

Accept secure payments for services or products.

PDF & Word reports

Create professional reports from results.

Custom workflows

Build your own business processes and workflows.

Account sharing

Safely share account access with your team.

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