New Client Intake
With Industrial Strength Theme

"Client Intake Form Template"

Elevate Site Experience with This Easy Form Addition!
New Client Intake Form Template

Embark on seamless client relationships with the New Client Intake Form from Wizara, designed to gather essential information for a strong professional partnership. Tailored for various industries, this form ensures you understand client needs from the get-go, setting the stage for exceptional service delivery. With options to detail goals, background, and upload documents securely, this form streamlines client onboarding for a top-notch experience.

Pairing the New Client Intake Form with the commanding "Industrial Strength" theme adds a visually striking element to your form. The bold black and red palette, coupled with large inputs and a distinct design, exudes industrial fortitude and modern aesthetics. Ready to enhance your client engagement? Customize your form with New Client Intake and Industrial Strength today!

New Client Intake Features

Streamline Client Onboarding
Streamline Client Onboarding
Efficiently gather client information with a seamless intake process, setting the stage for exceptional service delivery.
Tailored for Diverse Industries
Tailored for Diverse Industries
Adaptable to legal, financial, and consulting services, this form template caters to a range of professional sectors.
Secure Document Upload
Secure Document Upload
Ensure data confidentiality by allowing clients to securely upload legal or financial documents directly through the form.
Customizable Brand Integration
Customizable Brand Integration
Align the form with your brand identity and service offerings for a personalized client experience.
Industrial Strength Design
Industrial Strength Design
Empower your forms with a commanding black and red theme, featuring large inputs and a striking visual aesthetic.
Responsive User Experience
Responsive User Experience
Engage clients effortlessly across devices with the sleek Open Sans font and a visually captivating design.
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 "Industrial Strength" form theme. You can change the colors and the theme using the Wizara Form Builder app.