Client intake form templates
Forms that gather what you need from a new client before you quote, scope or start, so the first call is about the work rather than the basics.
Client Onboarding
A calm, step-by-step questionnaire agencies send new clients after signing, covering contacts, goals, brand assets, access, communication, approvals and key dates.PreviewProject Brief
A multi-step questionnaire a design studio sends prospects before quoting a website or brand project, covering services, goals, audience, budget, timeline and who signs off.PreviewDiscovery Call Booking
A one-page discovery call booking form for consultants and coaches, covering the client's goals, biggest challenge, scheduling, urgency and budget.PreviewRequest a Quote
A luxurious quote request for interior design, architecture and creative studios, covering the service, space, budget, timing and a written brief.PreviewContact Form
A short, single-page website enquiry form: contact details side by side, what the enquiry is about, site location, budget and timing, a message, how they heard and a consent line.Preview
A closer look at Client Onboarding.
A calm, step-by-step questionnaire agencies send new clients after signing, covering contacts, goals, brand assets, access, communication, approvals and key dates. Here’s what it holds.
- 1Welcome: a split-photo screen that sets out what the questionnaire covers
- 2Company: the company name for invoices and project files
- 3Contacts: the main contact, their email, and anyone else to keep in the loop
- 4Goals: what success looks like, and up to three outcomes to prioritise
- 5Brand assets: what the client can share, with a file upload when they have something
- 6Access: the accounts the agency will need, invited securely later
- 7Communication: preferred channel (with workspace details for Slack or Teams) and update cadence
- 8Approvals: who signs off, and how quickly feedback usually comes back
- 9Key dates: a preferred kickoff date and any dates to plan around
About client intake form templates.
Something else on your mind? Ask us in the chat, bottom right of the page.
Are these client intake form templates free?
Yes. They open in Docsiv’s Forms app with a free account, which collects the responses in your workspace. The Free plan includes every Docsiv app and 500 AI credits a month.
Which app do they open in?
Forms: responses exported as CSV.
Can Docsiv AI write the intake form for me?
Yes. Choose Customise with Docsiv AI on any template, tell it about the client or the project, and it drafts the content in that template’s style for you to review and edit. AI uses credits; the Free plan includes 500 a month.
Can I change the design?
Yes, all of it: the colours, fonts, photos and every word, and you can add or remove questions. Your brand kit’s colours are in every colour picker.
Where do the responses go?
Responses are collected in Docsiv with the form, and you can export them as a CSV file. Share the form with its fill link.
Describe the intake form you need
Docsiv AI drafts it in the style of these templates, with your details in place, ready for you to edit.