About this template
A comprehensive intake form for onboarding new clients, collecting contact information, project details, and service preferences.
Common pitfalls to avoid
- Collecting sensitive business information without proper consent
- No clear data retention policy for client information
- Missing audit trail for compliance purposes
How it works
1. Click "Use this template" to open the form builder with all fields pre-configured.
2. Customize the questions, add your branding, and adjust settings as needed.
3. Publish your form and share the link or embed it on your website.
4. Collect responses securely with built-in consent tracking and compliance features.
Try it out
9 remaining questions
Full name*
Frequently asked questions
Can I add custom questions?
Yes, you can fully customize the form after selecting this template to match your specific intake process.
How is client data protected?
All submissions are encrypted and stored securely with configurable retention periods.
Can I integrate with my CRM?
Yes, you can connect forms to various tools via webhooks or our API (available on paid plans).