How to Create Reusable Client Intake Forms

Design an intake form once, reuse it for every new client, and keep it up to date.

Start from a template

The free Client Intake Form template has contact details, project questions, a budget dropdown and a consent signature. Open it, delete what you don't need, and add your own questions.

Save the project

Click Save project. The form is stored in this browser so you can change it later without starting over. Saved projects stay on this device — they aren't uploaded, and they won't appear in other browsers.

Send the fillable PDF

Download the fillable PDF and send it to each new client. They can fill it in with any PDF reader — or with Fill a PDF Online — and send it back.

Keep field names stable

If you ever collect answers with tools that read PDF form data, keep the field names the same between versions so the data lines up.