Client Intake Form Templates

Rapidly collect new client information with the digital intake form template. Use our free client intake form and customize it in our online form builder.

Try the Client Intake Form

Simplify client intake with easy-to-use digital forms

Present new clients with a mobile-friendly, seamless intake experience

A graphic showing a minimumal public form

Accelerate your client intake process

Share and collect online intake forms ahead of appointments to eliminate wait times and delays.

Learn about shareable forms

Tailor your form template to your unique business needs

Customize your client intake form template in our online form builder. You can add a variety of fields, including eSignatures, images, and more.

Learn about Mobile Forms
A screenshot of the GoFormz minimal template editor

Try the free intake form template

Click below to automatically add the client intake form to your GoFormz account. Use the Template Editor to add unique fields, custom branding, and automations.

Try the Intake Form Template

Customize your intake form

Use the GoFormz Template Editor to add powerful fields, features, and automations.

  • Add and instantly populate date, time, and location fields
  • Present specialized options with drop down menus, checkboxes, tables and more
  • Auto-fill contact fields with client and business information

See more digital forms features

customize your intake form image
A graphic showing instantly routing public forms

Instantly route forms to customers, colleagues, and Cloud storage

Automatically email completed forms to clients or upload forms to connected applications when completed to eliminate processing delays and record-keeping demands.

Discover automated Workflows

Securely collect information with HIPAA-secure digital forms

Gather highly accurate patient information using our HIPAA-secure edition.

See HIPAA-secure settings
A screenshot of the GoFormz minimal template editor storing secure data

Sign up for a free trial and digitize your client intake form today

Customize your client intake form template – sign up for your free GoFormz account now.

Sign Up Free

How our customers leverage digital intake forms

Leaps & Bounds Family Services logo

Leaps & Bounds Family Services

Reduces time spent on paperwork by 60% with HIPAA-secure digital intake forms.

Read Case Study
LifeLine Addiction Specialists logo

Lifeline Addiction Specialists

Accelerates patient onboarding with HIPAA-secure online form sharing.

Read Case Study

Sign up now. It's free.

Try GoFormz Advanced for 14 days. No credit card required.

Sign Up Free