Features and functionality

Customizable form

A flexible form with a variety of field types that can be adjusted to your needs.

Multi-step forms

Break down the onboarding process into manageable steps.

Step and section logic

Show or hide steps and sections based on question responses for a tailored experience.

Contacts database

Organize all the submissions in a single database.

Responsive design

A fully responsive design, allowing each user to access the site from any device.

Build your Client Intake Form today

Proceed with the template and have your portal ready in minutes.


A Client Intake Form is a document used by professionals or organizations to gather essential information from clients when they first engage with a service or program. This form typically includes fields where clients can provide personal details such as their name, contact information, demographic information, and relevant background information related to the services they are seeking. Additionally, the form may inquire about the reason for seeking services, any relevant medical history or other pertinent details, and consent for the use and disclosure of their information. The Client Intake Form helps service providers gather necessary information to understand the client's needs and preferences, tailor services accordingly, and ensure proper documentation for ongoing care or support.

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Basic plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full access.

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