Client Intake Form Template
Universal client intake form template for service businesses. Collects contact info, service preferences, referral source, and relevant background information.
Last updated: April 2026
Researched by the CheckinPulse Research Team
Use This Form Digitally
Paper forms work, but digital forms work better. Here is what you get when you use this template on CheckinPulse:
Clients fill out on their phone (no app needed)
Scan a QR code or tap a link — works on any device
E-signatures with legal timestamp
IP address, timestamp, and audit trail on every signature — valid in all 50 states under the E-SIGN Act
Submissions go straight to your dashboard
No more clipboards, filing cabinets, or illegible handwriting
PDF waivers stored for 7 years
Encrypted, searchable, and accessible anytime on paid plans
Form Preview
This is what your clients will fill out. 13 fields, mobile-friendly.
Client Intake Form Template
All fields marked with * are required
Legal References
The federal law that makes electronic signatures on consent forms and waivers legally equivalent to handwritten signatures in all 50 US states.
Frequently Asked Questions
Name, email, phone number, service interest, and referral source. That's the minimum. From there, add fields relevant to your industry — health history for wellness businesses, portfolio preferences for creative services, budget for consulting. Keep it under 15 fields or completion rates drop significantly.
Send it before the appointment (text or email), keep it under 3 minutes, use a mobile-friendly format, and explain why you need the info. Phrases like "so we can prepare for your visit" work better than "please complete our paperwork." Digital forms get 2-3x better completion rates than paper.
Always. It's the easiest way to track which marketing channels actually bring in paying clients. If 40% of your clients come from Instagram and 5% from Facebook, that tells you where to spend your ad budget. One field, huge insight.
Ready to go paperless?
Turn this template into a digital form your clients fill out on their phone. E-signatures, auto-saved PDFs, and a dashboard to manage everything. Free to start.
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