Client & Patient Intake Form Templates
Arrive at the first meeting already informed. These intake templates gather background, goals and requirements for new clients, patients, projects, legal matters and coaching engagements.
5 templates
Client Intake Form
Onboard new clients with goals, budget and preferred contact.
Patient Intake Form
Personal details, insurance, symptoms, medications and allergies.
Project Intake Form
Internal request intake: goal, stakeholders, deadline and files.
Legal Client Intake Form
Matter type, parties involved and a confidential summary.
Coaching Intake Form
Goals, challenges and session preferences for coaching clients.
Choosing a template: Intake Forms
Client Intake suits agencies and consultants, with services, goals, budget and contact preference. Project Intake is for internal teams submitting work for prioritisation, and Coaching Intake explores goals, obstacles and commitment.
Patient Intake and Legal Client Intake collect sensitive information. Review what you store, keep only what you need, and confirm the setup meets regulations such as HIPAA where they apply before collecting health data.
Intake Forms: frequently asked questions
Can I use the patient intake form for health data?
Check your regulatory obligations first. Collect only the minimum information, and confirm your setup meets rules such as HIPAA before using it for protected health information.
Why does the legal intake ask about other parties?
Firms use it to check for conflicts of interest before taking on a matter. Remove it if it doesn't apply to you.
Can clients attach briefs or documents?
Project Intake includes a file upload, and you can add one to any template. Each file can be up to 5 MB.
Do I need a server to run these intake forms?
No. Each template posts to api.formclick.io, so Formclick is the backend. Paste the HTML into any static site, page builder or framework, add your access key, and submissions arrive in your dashboard and inbox.