How intake forms work
A new client fills in the intake form before the first meeting or service. The provider reviews the answers and prepares. Intake forms are common for agencies, consultants, lawyers, accountants, coaches, and clinics.
Example
A design agency sends a client intake form after the first call. It asks for company details, project goals, budget range, deadline, and links to brands the client likes. The team reads the answers before the kickoff meeting.
Why it matters
The provider does not need to ask the same questions on every call. The answers arrive in the same structure each time, so they are easy to compare and to copy into other tools.
Intake forms in FormFlux
Start from the client intake template. Use conditional logic to show questions for each type of service, and file upload fields for documents.