Client Intake Form Template

Sign up for a free Dock account, create a new workspace, and select the client intake form template. Customize it to fit your needs, save it as a reusable template, and create a new personalized version for each client.

Yes, this is available as a free template. Dock is free to try for up to 5 workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Yes. You can make a copy of this template, modify it to fit your process, and adjust it for each client as needed.

Yes. Each time you use the template, you can customize it with client-specific details, questions, and branding.

Yes. You can keep templates private or share them across your team. Dock allows you to control template visibility and permissions.

With Dock, you can keep intake form templates organized in a shared workspace for your team. You can set permissions to keep templates private or share them across departments, ensuring consistency in client onboarding.

• Send it immediately after your initial call – A quick follow-up keeps momentum.
• Use a Dock workspace – Instead of sending a standalone online intake form, create a shared client workspace where intake forms, contracts, and project details live in one place.
• Make it easy to access – Dock workspaces don’t require logins, so clients can fill out the form without hassle.

A new client intake form is a standardized questionnaire used to gather essential information from a potential client, prospective client, or new client before starting a project.It helps small businesses and large corporations alike with data collection of relevant information like procuring contact details, project requirements, budgets, and expectations upfront. This accumulation of basic information ensures a smooth onboarding process in a user-friendly experience. A well-structured intake form reduces back-and-forth communication and sets clear expectations from day one, all while assuring an excellent first impression.

A client onboarding form is similar to an intake form but focuses more on the transition from sales to service. It includes key details about the client's goals, expectations, and any required documentation for a successful onboarding experience. For industries like healthcare, finance, or legal services, it may also include legal compliance information, tax preparation assistance, and personal details such as date of birth for identity verification or compliance purposes.

A solid client intake form should cover:

• Basic client data and company information (client name, phone number, contact info)
• Project scope (objectives, deliverables, client needs, timeline)
• Budget and payment details
• Preferred contact methods

Dock’s client intake form template includes these key fields and can be fully customized to suit your business needs.

You should use a client intake form at the very start of your engagement with a new client. It’s best to send this information-request package after an initial consultation or sales call to ensure all necessary details are collected before any work begins.

• Keep it concise – Ask only for essential information to avoid overwhelming potential customers during the user experience.
• Make it easy to complete – Use simple fields, clear fonts and graphics, e-signature widgets, navigable dashboards, dropdowns, and optional file uploads (docs, form fields, and social media information, for example).
• Automate where possible – With Dock, you can templatize these form builders and reuse them for every client conversion.
• Use a shared workspace – Store the intake form in a Dock workspace alongside proposals, contracts, and project plans.

• Asking unnecessary questions – Too many fields can lead to drop-offs.
• Forgetting to personalize – Adjust the form based on the client’s industry or needs.
• Not following up – Use Dock’s engagement tracking to see when a client completes the form and follow up if needed.

A well-structured intake or registration form helps set clear expectations, reduces miscommunication, and ensures that clients feel heard from the start. By using Dock, you create a transparent and professional experience where clients can easily provide information and track their onboarding process.

Yes. While Dock workspaces act as a central hub for client onboarding, you can include links to external CRMs, project management tools, or contract platforms within your Dock workspace for seamless integration.

Yes. You can set required fields in Dock’s service provider to ensure clients provide all necessary information before submitting the form. This prevents incomplete submissions and reduces unnecessary follow-ups.

It depends on your industry and service complexity, but shorter is usually better. Aim for 5-10 essential questions that cover client contact details, project scope, budget, and expectations. Dock’s customizable templates help you balance intake information detail with ease of use.

A digital form is more efficient than a static PDF. With Dock, clients can easily submit their information online, and you can update forms as needed without sending new versions. Digital forms also allow for easier data tracking and collaboration.

Dock workspaces are designed for secure client collaboration. All data is encrypted, and you can control who has access to your intake forms.

Yes. With Dock, you can create a reusable template and generate a personalized version for each client. This saves time while still allowing for customization.

Dock provides engagement tracking, so you can see if a client has viewed the form but hasn’t completed it. If needed, you can send a friendly follow-up with a direct link to their workspace.

Once a client fills out the online form, their information is stored in your Dock workspace. From there, you can move them into the next phase—whether that’s scheduling a kickoff call, sending a proposal, or starting project work.