Client Intake Form Templates by Industry

The right intake questions depend on what you do. These templates list the exact fields that work for each type of practice — use them as-is or as a starting point, then generate your printable PDF with the free tool.

Choose your industry

• Coaching intake form — for life, business, and executive coaches. Goals, obstacles, and readiness questions.
• Consulting intake form — for business consultants. Company background, problem definition, decision-makers, and scope.
• Agency intake form — for marketing, design, and creative agencies. Brand, audience, deliverables, and budget.
• Legal client intake form — for law firms and solo attorneys. Matter details, opposing parties, and conflict-check basics.

What makes a good template

A template is a starting point, not a script. The strongest intake forms share three traits: they ask only what's needed before the first meeting, they mix quick fields (checkboxes, short answers) with one open question, and they end with clear next steps so the client knows what happens after submitting. Each template above follows that structure.

New to intake forms? Read the step-by-step guide first — it covers question phrasing and the mistakes that hurt completion rates.