Form Template for Client Intake (Word) – Streamline Your Onboarding Process
First impressions matter—especially when you're onboarding new clients. A well-organized Client Intake Form Template in Microsoft Word helps you collect vital information efficiently, build professionalism, and simplify your workflow.
Whether you're a freelancer, therapist, law firm, consultant, or creative agency, using a standardized client intake form ensures that all important client data is captured in one place—before you even start the project or service delivery.
📥 Download Free Client Intake Form Template (Word)
What Is a Client Intake Form?
A Client Intake Form is a document that gathers initial information from a new client, such as contact details, service needs, goals, history, and preferences. It sets the foundation for a productive and personalized working relationship.
Using a Word document version makes it easy to customize, save per client, and print if needed.
Who Needs a Client Intake Form?
- 📋 Therapists & counselors
- 🧑⚖️ Legal and law offices
- 🎨 Marketing and creative agencies
- 💼 Freelancers and consultants
- 🏋️♂️ Fitness coaches or health providers
What’s Included in the Template?
| Section | Description |
|---|---|
| Client Contact Info | Name, phone, email, address |
| Company/Organization Details | Optional fields for B2B clients |
| Service Requested | Project or service type, budget (if applicable) |
| Goals & Expectations | Short description of client needs |
| Previous Experience | Relevant history or background info |
| Preferred Communication | Phone, email, Zoom, in-person, etc. |
| Signature / Consent | Optional approval or consent field |
Why Use the Word Format?
- 🖊️ Easy to edit and brand with your company logo
- 📄 Printable for in-office or remote clients
- 💼 Ideal for attaching to emails or contracts
- 🗂️ Keep digital copies per client
How to Customize the Client Intake Template
- Download and open the .DOCX file
- Insert your business logo and contact details at the top
- Edit or remove sections based on your service
- Add dropdowns or checkboxes (optional)
- Save a version per client or print blank copies
Pro Tips for Client Onboarding
- 📁 Store completed forms in a secure cloud folder or CRM
- ✅ Use digital signature tools for remote consent
- 📤 Send forms before meetings to save time
- 📆 Combine with a booking form or welcome packet
FAQ
1. Can I customize the form fields?
Yes. The Word version is fully editable—change labels, remove or add sections, and adjust layout to suit your business.
2. Is this template legally binding?
This template is for information collection only. For contracts or agreements, consult with a legal advisor to add binding clauses.
3. Can I use it for both individuals and companies?
Absolutely. It includes optional company fields for business clients, and you can remove them if working with individuals.
4. Is it printable?
Yes. The form is designed to look clean on paper and digitally, making it easy to print or save as a PDF.
5. Is this form HIPAA compliant?
Not by default. If you're in a healthcare field, you may need to add HIPAA-specific language or use secure submission methods.
Tags
#ClientIntakeForm, #WordTemplate, #FreelancerTools, #ClientOnboarding, #EditableForms
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