Client intake form template
Collect the facts, documents, and consent you need before the first billable hour.
10 fields. Free to start. No card, and nothing to install.
Who uses it
Law firms, accountancies, clinics, consultancies, and agencies. Any practice where the first meeting is wasted if the paperwork is not already in.
The problem it solves
The opening meeting turns into a form-filling exercise, and half the documents still arrive by email a week later in the wrong format. The practitioner ends up doing administration at professional rates.
How this handles it
The link goes out with the appointment confirmation, so the file is complete before anyone sits down. Document fields accept a PDF as readily as a photograph of a page, which is what a client will actually send. Consent is a signed line inside the same record as the answers, so the engagement file is one document rather than a folder of forwarded attachments.
About you
The matter
Contracts, correspondence, or a photograph of a paper page. Up to ten.
Engagement
By signing you confirm the information above is accurate and you authorise us to open a file and run the usual conflict checks.
For agents
What an agent does with this form
An assistant sitting on a firm's inbox reads an enquiry email, drafts the intake values, and asks the sender to confirm each one before it posts. Because every value is keyed by field id, the matter description lands in the right place even when the enquiry arrived as three loose paragraphs.
The template is published as JSON at
/templates/client-intake.json.
Read it to learn every field id, then post values keyed by those ids.
A field id is stable. A label is not.
{
"values": {
"ci_name": "Jordan Ellery",
"ci_email": "person@example.com",
"ci_phone": "Include the country code",
"ci_entity": "Leave blank if you are engaging as an individual",
"ci_referral": "search_engine"
},
"idempotency_key": "client-intake-2026-09-09-001",
"agent": {
"name": "your-agent"
}
}Authorization: Bearer ifk_submit_…. Or connect over MCP at /mcp.Questions about client intake forms
Can a client attach a scanned contract?
Yes. A document field takes PDFs and images together, and a phone photograph of a printed page counts. Each file is capped at three megabytes, which comfortably fits a scan at a readable resolution.
Is the signature line enough for an engagement letter?
It records intent and identity at a moment in time, which suits a retainer confirmation or a consent clause. It is not a qualified electronic signature, so a jurisdiction that demands one still needs a dedicated provider.
How do we handle conflict checks before a file opens?
Route the submission to a webhook that queries your practice management system, then act on the answer. The submission is already stored, so a conflict is grounds for declining rather than for a lost enquiry.
Can the same intake serve individuals and companies?
Yes. Leave the entity field optional and label it plainly, as this template does. One form with a blank line beats two near-identical forms that drift apart the first time somebody edits one.
Create this form in your own workspace.
The template loads as a draft. Change every field, or send it as it stands.
Create this form