Efficient client onboarding starts with a well-structured client intake form. Whether you’re a consultant, healthcare provider, attorney, or small business owner, having a professional intake form helps you collect all the necessary information right from the beginning—saving time, avoiding miscommunication, and delivering a smoother experience.
In this article, you’ll find 50+ free downloadable client intake form templates in Excel and Word format—easy to customize, print, or fill out digitally.
🧾 What Is a Client Intake Form?
A client intake form is a standardized document used to gather essential information from new clients before providing services. This can include personal details, contact info, service preferences, history, consent, and more—depending on your industry.
It serves as the foundation for client relationships, ensuring you have the necessary data to deliver tailored, efficient, and legally compliant services.
✅ Benefits of Using Intake Form Templates
Here’s why thousands of professionals use client intake templates:
✔️ Save time with ready-to-use formats
✔️ Ensure consistent data collection
✔️ Enhance the onboarding experience
✔️ Avoid missing key legal or business details
✔️ Customize easily for your industry or brand
📂 What’s Included in These 50+ Free Templates?
We’ve included intake form templates for a wide range of industries, including:
🔹 Medical Client Intake Forms
• New patient information
• Medical history & allergies
• Insurance details
• HIPAA-compliant sections
🔹 Legal Client Intake Forms
• Case type & background
• Client legal history
• Contact and payment info
• Conflict of interest checks
🔹 Consulting/Coaching Intake Forms
• Business objectives
• Challenges and goals
• Preferred communication
• Contractual agreements
🔹 Beauty & Wellness Intake Forms
• Skin or hair history
• Allergies & conditions
• Consent for treatment
• Appointment records
🔹 General Business Intake Forms
• Basic contact & service needs
• Payment terms
• Emergency contacts
• Notes or special requests
Each template comes in Microsoft Word or Excel format, designed to be printable and easy to edit.
💼 Who Should Use These Templates?
These free templates are ideal for:
- Doctors, therapists, and medical clinics
- Lawyers and law firms
- Life coaches and business consultants
- Salons, spas, and personal care professionals
- Real estate agents and property managers
- Freelancers and small business owners
✍️ How to Customize the Templates
✔️ Choose the format that works best for your team (Word or Excel)
✔️ Add your company logo and contact info
✔️ Modify questions and fields to fit your process
✔️ Save it as a fillable PDF or print for in-person use
✔️ Store completed forms securely for compliance
🛡️ Tips for Secure Client Data Handling
🔐 Always encrypt digital forms with client data
🔐 Use secure storage or cloud platforms
🔐 Add client consent and privacy clauses
🔐 Follow your industry’s data protection standards (like HIPAA, GDPR)
📥 Download Your Free Client Intake Form Templates
Start building stronger client relationships with the right tools.
Browse and download from this curated collection of 50+ free printable client intake form templates in Word and Excel. Whether you’re handling healthcare records, legal documentation, or client preferences for a service—you’ll find templates that save you hours of manual work.
