Ready-to-use form template

Free Client Intake Form Template

Need a ready-made client intake form template for your business? Here's a free client intake form template that can be modified by adding fields, change form fields order, etc. By using this basic client intake form sample you can collect information like company name, industry type, contact name, contact email, contact number or any contact information and you can also add upload field with multiple file support and you can set up approval workflows to automate your intake request flow. Use this client intake form template as a basis for creating a robust, customized and device friendly intake eForm for your business. Automate your intake requests with AbcSubmit starting now!

Free Client Intake Form Template
More ways to use this template

Turn this template into a working process

AbcSubmit templates can do more than collect submissions. Connect payments, automate approvals, create reports, and publish wherever your audience already is.

Payments

Sell products

Connect payment processors like Stripe or PayPal, accept payments directly inside the form, and adapt totals with discounts, taxes, shipping, or conditional logic.

Workflows

Flux Workflows - a Business Process Management Tool

Add approvals, layered email notifications, and repeatable process steps so the form becomes part of a larger workflow instead of a standalone submission.

Reports

Build reports from form activity

Track submissions and workflow activity with real-time reports so you can see bottlenecks, monitor performance, and know where more resources are needed.

Publish and export

Publish anywhere or export as PDF

Publish the form with embed code or direct links, share it across websites and channels, or export it as an editable PDF for offline and document-based workflows.