Client Intake Form Template
Streamline Your Client Onboarding Process
Gathering essential client information can be time-consuming and overwhelming. This client intake form template is designed to help you streamline the onboarding process, ensuring you collect all the necessary details from new clients with ease. You'll benefit from quicker client communication, better data organization, enhanced service personalization, and compliance with client privacy requirements, all while avoiding any technical hassles. Explore how this template can transform your intake process.
When to use this form
Use this template when you need to onboard someone before the first meeting, qualify a lead, or collect consent and contact details in one pass. It works for clinics, law offices, agencies, and consultants. For behavioral health, pair it with the Psychology intake form or the Counseling intake form to capture history, risks, and coverage. Community services can mirror fields they later track in the Case management form. Running workshops or classes? Start registrations with the Intake form for group sessions new client form so you can note goals, accessibility needs, and emergency contacts. You get cleaner data, faster scheduling, and a clear next step for each person.
Must Ask Client Intake Questions
- What is the main reason you are seeking our help?
This focuses the conversation and tells you which service to propose. Clear intent reduces back-and-forth and speeds up triage.
- What is the best way to reach you and when are you available?
Preferred channel and times help your team respond without delays. It also improves show rates by matching follow-ups to the contact's availability.
- Do you have any deadlines, risks, or urgent concerns we should know about?
Urgency flags let you triage cases and set response times. If you support social services, the Social worker intake form shows how to capture safety risks and referrals.
- What results would you like to achieve in the next 30-90 days?
Short-term goals help you plan the first phase of work and define success. They also make it easy to confirm progress during check-ins.
- Do we have your consent to store your information and share it with our team as needed?
Documented consent protects privacy and keeps you compliant. It also sets clear expectations about how you will handle data.
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