↗ · Free template
Client intake form that ends with a signature.
Collect a new client's details, the project brief, and a signed services agreement in one form. Stop chasing a separate contract after the intake, get the scope signed in the same step.
Free forever · 2 forms · No credit card
Last updated
Client intake form
Template- Full name*text
- Email*email
- Companytext
- Project details*text
- Budget rangedropdown
- Agreement to terms*checkbox☐
- Signature*signatureSign here
↗ · What it's for
A client intake form gathers everything you need to start work: who they are, what they want, and their agreement to your terms. Bundling the signature into the intake means a 'yes' becomes a signed scope instead of a maybe sitting in your inbox. Save it as a template and reuse it for every new client.
When to use it
- Freelancers and agencies onboarding a new client with a signed scope
- Consultants capturing a brief and engagement terms in one step
- Studios collecting brand assets, logins, and a services agreement together
- Coaches and service providers booking a new client with consent on the record
Built for a specific workflow? See how freelancers & agencies teams use Sign Sail →
↗ · Questions
The template, answered.
Can the intake form include a contract to sign?
Yes, that's the point. Add your services-agreement language and a signature field to the same form, so the client agrees to terms in the same step they submit their details. The signed copy comes back with an audit trail.
Can I reuse one intake form for every client?
Yes. Save it as a template and reuse it for each new client. You can also prefill known details before you send it.
Do clients need an account to fill it out?
No. They open a link or scan a QR code and fill it on any device, no login required.
Onboard your next client in minutes.
Start free with two forms. Open the client intake starter, add your terms and a signature field, and send one link that captures the brief and the agreement together.