Free Online Intake Form Templates

Are you looking for an online intake form for your clients? If you are providing services, you definitely need an intake form to improve your communication with your clients. You can choose the best intake form template suitable for your company below. Start using today!

Intake Forms

Form templates: 42

What is an intake form?

An intake form is an online document to accept clients and gather their personal information in a fast way. When you contact your clients for the first time, you can speed up your service relationship with this form. You can review all customer information in an organized way on the Results page.

Why should you use an online intake form?

In order to catch up with modernity, it is necessary to keep up with the digital. Online forms are tools that help you with this. By logging into a form builder site such as, you can quickly create a form by choosing the appropriate templates and can share it for free. A useful intake form can assist in improving your business:

  • Save time and money: No more paper costs. Creating an online form is completely free and can be completed in minutes.
  • Give your clients faster feedback: Once you have got the information about your clients, you can always view their information on the Results page. In this way, it will be easier for you to deal with clients in your next communication with them.
  • Easily share the results with your colleagues: It is very easy to send your customer's information to your employees. Choose the best option to share your form with them on the Share page.

How to automate the intake process

Every service provider needs to automate the client intake process to collect client information faster and provide a smooth experience. First of all, the first step of automation is to create an online form. You can achieve this with any form builder like If you do not know how to create a form, you can follow the steps below:

  1. Choose a free client intake form template to use as a base
  2. Edit your form by adding, moving, or deleting form fields
  3. Design your form, and you can add your logo as an image
  4. Share your form by choosing a sharing option

Secondly, you can increase the automation speed by adding the calculator feature. The Calculator is used to assign points to any form field. Thus, when your customers want to get a price from you, you can solve it with the calculator.

The simple answer to this question is “yes.” Online agreements are legally binding, in the exact way that paper contracts are. You can easily create an online agreement form and collect responses without worrying. These agreements will be as effective as printed forms, so long as the respondents give their consent to the statements or sign the document. 

Electronic signatures are considered legal in most of the world, including the United States and the European Union. E-signatures hold the same legal status as paper-based signatures, and they are easier to collect. By adding a signature field to your form on, you can easily get people’s consent and let them sign your online document.

Creating online contracts and agreement forms is an easy job with a form builder like People can simply build online agreements or release forms on without any need for coding. It is possible to create agreement forms for many purposes, add your terms & conditions, and collect consent from your respondents. In order to create your own form, you can simply follow these steps:

  • Find a suitable agreement form template
  • Click on the “use template” button
  • Customize your form according to your preferences
  • Adjust the form settings
  • Lastly, share your online form with your audience

Online agreement forms can be used for personal, academic, medical, or business purposes. In order to help you use the full potential of online forms, offers many advanced features and form fields for its users. For example, you can create a complex form with conditional logic, collect signatures, add your own terms and conditions, add your company logo to your form, and customize your form design with a single click.