Client Intake Form Template

Speed up client onboarding with a data collection form you can tailor to your business.

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Overview

This free client intake form template is a valuable tool for agencies and other service-based businesses to gather essential client information — without back-and-forth emails, paper forms, or PDFs.

The form acts as the first touchpoint between you and your client, helping you collect key details, set expectations, and kick off new projects smoothly.

It comes with a sample database that stores all submissions in one place, making it easy to organize and review client data in real time.

Why use this client intake form template

Smooth data collection: Don’t overwhelm clients — guide them with smart, multi-step forms that adapt based on their responses.
Custom branding: Match the look and feel of your brand with custom colors, logos, and a branded domain.
Embed anywhere: Add this form to your Softr portal, embed it on your website, or share it as a standalone link.

Template features:

Customizable fields
Create a dynamic intake form tailored to your specific services. Choose from multiple field types — short text, dropdowns, checkboxes, file uploads, and more — to capture exactly the information you need from each client.
Multi-step experience
Break up long forms into bite-sized sections to keep clients engaged. Multi-step flows make it easier for users to complete the form without getting overwhelmed, improving completion rates and data quality.
Step and section logic
Use conditional logic to personalize the experience based on each client's answers. For example, show different follow-up questions based on the type of service selected, or hide irrelevant fields to reduce friction.
2-way data sync
Automatically send submissions to your connected data source for centralized access and management. You can also set up automation workflows, generate tasks, or trigger emails based on form responses.
Responsive design
Ensure your form looks great and functions seamlessly across all devices — desktop, tablet, and mobile. Clients can complete the intake process anytime, anywhere.
Thank you page
Add a custom thank you page to personalize the experience and get clients excited for next steps — whether it’s a follow-up email, onboarding guide, or kickoff call.

Who is this client intake form template for?

This template is perfect for any service-based business that needs a secure, professional way to gather client information. Here's how different businesses can use it:

Creative agencies: Gather client details like brand guidelines, target audience, project goals, and preferred timelines for design or marketing projects — all before kickoff.
Consultants & freelancers: Capture essential background info, business challenges, and availability upfront so you can tailor your services and come prepared to your first call.
Coaches: Collect personal history, goals, and key challenges from new clients to personalize coaching plans and track progress from day one.
Accountants & bookkeepers: Quickly gather financial information, tax IDs, entity details, and document uploads to streamline onboarding and stay compliant from the start.
Construction & field service teams: Collect job site addresses, project scopes, budget estimates, and timelines upfront to reduce back-and-forth and speed up quoting or planning.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your client intake form template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your client intake form is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

What is a client intake form?
A client intake form is used by businesses and professionals to collect important information when onboarding a new client. It typically includes contact details, project needs, relevant background info, and consent to communicate — all in one secure form.
What data sources can I use this form with?
This template includes a sample database to help you get started quickly, but you can also connect it to Google Sheets or any other Softr-supported data source, including Notion, Airtable, HubSpot, SQL databases, and more.
Why should I use conditional forms vs. regular digital forms?
Conditional forms let you personalize the experience based on a client’s responses. Instead of showing every possible question up front, you can show or hide specific fields or sections depending on what the user selects. This keeps forms shorter, more relevant, and less overwhelming — improving both the user experience and the quality of data you receive.
Is this client intake form customizable?
Yes, every part of the form is customizable. You can update field types, add or remove sections, apply conditional logic, match your branding, and even add a custom thank you page. The template gives you a head start, but everything is flexible to fit your process.