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New Client Intake
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With Prairie Capital Theme
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"Client Intake Form Template"

Upgrade Your Website in Moments: Integrate This Form Today!
New Client Intake Form Template

Embark on seamless client onboarding with the New Client Intake form from Wizara. This versatile template streamlines the initial client interview process, gathering essential information to kickstart your professional relationships. Tailored for various industries such as legal and financial services, the form captures client goals, background details, and even allows for secure document uploads. Enhance your client engagement and service delivery from day one by customizing this form to align with your brand and service offerings.

Pairing the New Client Intake form with the Prairie Capital theme elevates your online presence with a bright and inviting design. The theme's very round corners and loud submit button create a visually appealing and user-friendly experience, perfect for engaging clients and encouraging form completion. With its mobile-friendly layout and optimized performance, the Prairie Capital theme ensures a seamless and efficient interaction for users across all devices. Ready to impress your clients and streamline your processes? Dive into the world of Wizara forms today!

Get Started Using This Form Template

New Client Intake Features

Streamline Client Onboarding
Streamline Client Onboarding
Effortlessly gather client details and goals in one form, kickstarting your professional relationship efficiently.
Customizable for Any Industry
Customizable for Any Industry
Tailor the form to legal, financial, or consulting services, ensuring it aligns perfectly with your brand and offerings.
Secure Document Upload
Secure Document Upload
Safely collect legal or financial documents from clients, keeping all essential information in one secure location.
Mobile-Friendly Design
Mobile-Friendly Design
Engage clients on the go with a sleek, responsive form theme optimized for mobile devices and easy interaction.
Standout Submit Button
Standout Submit Button
Guide users with a bold, prominent submit button that commands attention and encourages completion with clarity.
User-Centric Interface
User-Centric Interface
Deliver an inviting, accessible experience with rounded corners and a clean layout that enhances user engagement.
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 "Prairie Capital" form theme. You can change the colors and the theme using the Wizara Form Builder app.