Free Client Intake Forms — Onboard Clients Smoothly

Client Intake

Build professional client intake forms and share them with new clients before meetings — completely free, no signup required. SimplyOnline lets you create custom intake forms with text fields, email, phone, textarea, dropdown selects, and checkboxes. Choose from 8 industry-specific templates covering consulting, legal, photography, real estate, freelance, coaching, tax preparation, and wedding planning. Each template comes with pre-built questions tailored to the industry so you can customize and publish in minutes. Add your business logo, welcome message, and confirmation message for a branded experience. Perfect for consultants, freelancers, agencies, coaches, and any service professional who needs to collect client information before the first session.

Free foreverNo credit card required

Create Free Client Intake

Hire Designer

No signup required

Instant sharing

Apex Strategy Consulting

New Client Intake Form

Please fill out this form before our initial consultation so we can make the most of our time together.

Welcome to Apex Strategy Consulting! We are excited to learn about your business and how we can help you grow.

Full Name*Text

Email Address*Email

Company Name*Text

Industry*Dropdown

Select an option...

What challenges are you currently facing?*Long Text

What are your top 3 business goals for this year?Long Text

Budget RangeDropdown

Select an option...

How did you hear about us?Dropdown

Select an option...

Submit

After Submission

Thank you for completing the intake form. We will review your responses and reach out within 1 business day to schedule your consultation.

intake@apexstrategy.example.com

Live Sample

Make yours now

Create in 3 Simple Steps

Choose a template

Pick from beautiful, professional designs

Add your details

Customize with your information

Share instantly

Get a link and QR code to share

Everything You Need

Client Intake comes packed with powerful features.

Custom Form Fields

Add text, email, phone, textarea, dropdown, and checkbox fields with required validation

8 Industry Templates

Pre-built forms for consulting, legal, photography, real estate, freelance, coaching, and more

Branded Experience

Add your logo, welcome message, and custom confirmation message

Shareable Link

Send your intake form link via email, text, or embed on your website

Choose Your Template

Apex Strategy Consulting

New Client Intake Form

Please fill out this form before our initial consultation so we can make the most of our time together.

Welcome to Apex Strategy Consulting! We are excited to learn about your business and how we can help you grow.

Full Name*Text

Email Address*Email

Company Name*Text

Industry*Dropdown

Select an option...

What challenges are you currently facing?*Long Text

What are your top 3 business goals for this year?Long Text

Budget RangeDropdown

Select an option...

How did you hear about us?Dropdown

Select an option...

Submit

After Submission

Thank you for completing the intake form. We will review your responses and reach out within 1 business day to schedule your consultation.

intake@apexstrategy.example.com

Consulting IntakeUse Template

Al-Rashid Legal Services

Client Intake Questionnaire

Please provide the following information to help us understand your legal needs. All information is kept confidential.

Thank you for choosing Al-Rashid Legal Services. Please complete this form so we can prepare for your initial consultation.

Full Name*Text

Phone Number*Phone

Email Address*Email

Type of Legal Matter*Dropdown

Select an option...

Brief Description of Your Situation*Long Text

Have you consulted with another attorney about this matter?Dropdown

Select an option...

Preferred Contact MethodDropdown

Select an option...

I agree to the confidentiality terms*Checkbox

Yes / No

Submit

After Submission

Your information has been received. A member of our team will contact you within 24 hours to schedule your consultation.

intake@alrashidlegal.example.com

Legal ClientUse Template

Luminous Photography

Photography Session Inquiry

Tell us about your dream photoshoot! Fill out this form and we will get back to you with availability and pricing.

We would love to capture your special moments. Please share some details so we can create the perfect session for you.

Your Name*Text

Email*Email

PhonePhone

Type of Session*Dropdown

Select an option...

Preferred Date(s)*Text

Location PreferenceDropdown

Select an option...

Tell us about your vision for the shootLong Text

How many people will be in the session?Text

Submit

After Submission

Thank you for your inquiry! We will review your details and respond within 48 hours with availability and a custom quote.

hello@luminousphoto.example.com

Photography BookingUse Template

Horizon Real Estate Group

Buyer Profile Questionnaire

Help us find your perfect home by sharing your preferences and requirements.

Congratulations on starting your home search! Please complete this form so we can match you with the right properties.

Full Name*Text

Email*Email

Phone*Phone

Preferred Neighborhoods or Areas*Long Text

Property Type*Dropdown

Select an option...

Budget Range*Dropdown

Select an option...

Minimum BedroomsDropdown

Select an option...

Are you pre-approved for a mortgage?Dropdown

Select an option...

Submit

After Submission

Thank you for sharing your preferences. Your agent will reach out within 24 hours with a curated selection of properties.

buyers@horizonrealestate.example.com

Real Estate BuyerUse Template

Sara Design Co.

Project Onboarding Form

Let us start your project off right. Please fill out this form so I can understand your needs and deliver great work.

Thank you for choosing to work together! This form helps me understand your project requirements and deliver the best results.

Your Name*Text

Company / OrganizationText

Email*Email

Project Type*Dropdown

Select an option...

Describe your project in detail*Long Text

What is your timeline?*Dropdown

Select an option...

Do you have existing brand guidelines?Dropdown

Select an option...

Any inspiration links or references?Long Text

Submit

After Submission

Thank you! I have received your project details and will send you a proposal within 2 business days.

sara@saradesign.example.com

Freelance OnboardingUse Template

Elevate Life Coaching

Discovery Session Questionnaire

Before our first session, please share a bit about yourself and what you hope to achieve through coaching.

Welcome to your coaching journey! Your answers will help me tailor our sessions to your specific goals and needs.

Full Name*Text

Email*Email

What area of your life do you want to focus on?*Dropdown

Select an option...

What is your biggest challenge right now?*Long Text

What does success look like for you in 6 months?*Long Text

Have you worked with a coach before?Dropdown

Select an option...

Preferred session frequencyDropdown

Select an option...

Anything else you would like me to know?Long Text

Submit

After Submission

Thank you for sharing! I look forward to our discovery session. I will be in touch to confirm our meeting time.

coach@elevatelife.example.com

Coaching DiscoveryUse Template

Precision Tax Services

Tax Preparation Intake Form

Please provide the following information to help us prepare your tax return accurately and efficiently.

Thank you for choosing Precision Tax Services. Please complete this form so we can begin preparing your return.

Full Name*Text

Email*Email

Phone*Phone

Filing Status*Dropdown

Select an option...

Number of DependentsText

Primary Source of Income*Dropdown

Select an option...

Do you have any self-employment income?Dropdown

Select an option...

Additional notes or special circumstancesLong Text

Submit

After Submission

Your information has been received. We will contact you within 2 business days to schedule your tax preparation appointment.

info@precisiontax.example.com

Tax PreparationUse Template

Blooming Events Co.

Wedding Planning Questionnaire

Congratulations on your engagement! Please share your wedding vision so we can start bringing it to life.

We are so excited to help plan your special day! The more details you share, the better we can tailor our services to your dream wedding.

Your Names*Text

Email*Email

Phone*Phone

Planned Wedding Date (or date range)*Text

Estimated Guest Count*Dropdown

Select an option...

Venue PreferenceDropdown

Select an option...

Describe your wedding vision and style*Long Text

Budget RangeDropdown

Select an option...

Submit

After Submission

Thank you for sharing your wedding details! We will be in touch within 48 hours to schedule a consultation and discuss next steps.

weddings@bloomingevents.example.com

Wedding PlanningUse Template

View all templates →

Perfect For

See how others use Client Intake

Consultants

Collect project details and goals before discovery calls

Freelancers

Gather project requirements and budget expectations upfront

Coaches & Therapists

Get to know clients before the first session

Service Businesses

Streamline onboarding for new clients across any industry

Simple, Free Pricing

Create unlimited Client Intakes for free. Need help? Our specialists are here.

Free Forever

Client Intake

forever

Unlimited creations
All templates
QR code sharing
Direct link sharing
No watermarks
Mobile optimized

Get Started - Free

Need Help?

Custom

hire a specialist

Want a professionally designed Client Intake? Our specialists will create it for you.

Professional design
Custom branding
Expert consultation
Priority support

Hire Specialist

Frequently Asked Questions

Text, email, phone, long text (textarea), dropdown select, and checkbox fields — each with optional required validation.

Yes, upload your logo and it will appear at the top of your intake form for a professional, branded look.

No, add as many fields as you need. Our templates come with 5-8 fields but you can customize freely.

Yes, set a custom welcome message shown at the top and a confirmation message displayed after submission.

About Simply Online

Helping businesses go digital, simply.

Our Mission

We believe every business deserves a powerful online presence. That's why we've built 100+ tools that are completely free, easy to use, and designed to get you online in minutes.

No technical skills required. No hidden fees. Just simple tools that work.

100+

Free Products

10K+

Businesses

99.9%

Uptime

24/7

Support