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New Client Intake
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With Event Horizon Theme
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"Client Intake Form Template"

Optimize Your Website Instantly: Add This All-Purpose Form!
New Client Intake Form Template

Embark on streamlined client onboarding with the New Client Intake Form from Wizara. This customizable form gathers essential client details, goals, and background information, ensuring a solid foundation for your professional relationship. Seamlessly integrate this form into your workflow to enhance client engagement and deliver exceptional service from day one.

Pairing the New Client Intake Form with the captivating Event Horizon theme elevates your form's visual appeal. The dark, borderless design, highlighted by striking red accents, creates a powerful user experience that exudes sophistication and efficiency. Opt for this theme to make a bold statement while maintaining easy readability for clients. Ready to impress your new clients? Customize your form with New Client Intake and Event Horizon today!

Get Started Using This Form Template

New Client Intake Features

Streamline Client Onboarding
Streamline Client Onboarding
Effortlessly gather client information and streamline onboarding processes with our intuitive New Client Intake form.
Enhance Client Engagement
Enhance Client Engagement
Boost client engagement and understanding by collecting essential details upfront with the Initial Client Interview Form.
Customizable Brand Alignment
Customizable Brand Alignment
Tailor the form to align with your brand and service offerings, enhancing professionalism and client experience.
Secure File Upload Option
Secure File Upload Option
Safely collect legal or financial documents with the secure file upload feature, ensuring all information is in one place.
Seamless Integration
Seamless Integration
Efficiently integrate the Wizara Client Intake Form into your workflow for a seamless client onboarding experience.
Bold & Engaging Form Theme
Bold & Engaging Form Theme
Captivate users with the striking "Event Horizon" theme, blending dark elegance and powerful user experience seamlessly.
New Client Intake Form Template
Customizable Form Fields
You can add, remove or re-arrange form fields when using our form builder app.
title (html-block)
title
client_info_heading (html-block)
client_info_heading
client_name* (text, input)
Full Name
client_email* (email)
Email Address
client_phone* (phone-number)
Phone Number
service_type_heading (html-block)
service_type_heading
service_type* (select, dropdown)
Service Type
goals_objectives_heading (html-block)
goals_objectives_heading
client_goals* (text, textarea)
Goals
background_history_heading (html-block)
background_history_heading
client_background* (text, textarea)
Background
documents_heading (html-block)
documents_heading
client_documents (file-upload, file)
Upload Documents

Try Out the Form for Yourself!

Experience Ease and Flexibility Across Multiple Devices and Screens

The form below is using our "Event Horizon" form theme. You can change the colors and the theme using the Wizara Form Builder app.