Client intake form
- What paper intake costs a month
- $128
- Front desk hours a month on paper intake
- 6
- What paper intake costs a year
- $1,536
Every figure here comes from the inputs you enter and the method stated beside it: your patient numbers, your minutes, your rates. The site publishes no clinical rule and no legal rule; the only external figures on it are competitor prices, named and dated where they appear.
A client intake form is the set of questions a practice or firm answers before it takes someone on: who they are, how to reach them, what they are coming for, who sent them, and the consents and figures the engagement starts with. This page is the practice side of it. The free template below carries the fields a small practice actually uses, works its figures on the page, and prints as it stands. Clipboardo Pro turns the same form into the record: each submission filed against the person, marked received, chased if something is missing, and accepted when the file is ready.
Open the Online patient intake forms Free to use. No account, no card, no trial clock.
Send the form before the first meeting
The form goes out when the appointment is booked, not when the person is standing at the desk. Answered at home, it comes back complete more often, and the desk reads typed answers instead of deciphering a clipboard page written in a waiting room.
Review what came back and chase the gaps
Each returned intake is checked against what the practice needs before day one: the contact details, the reason for coming, the referral, the consents. Whatever is missing gets chased once, by name, while the intake sits marked received rather than lost in a tray.
Accept it and open the file
When the intake is complete the practice accepts it: the person becomes a patient or client on the books, the paperwork renders from the record, and the first appointment or engagement starts with the file already made. Declined intakes keep their record too, so the decision is on paper.
Will it do what you need for Client intake form?
Tell us how intake runs at your practice today and what you want off the front desk's plate.
Client intake form: common questions
Is this client intake form free to use? Yes. The template works on the page with no account and no card, and prints as it stands. Clipboardo Pro is only about keeping what comes back: submissions filed as records with a status, your branding on the form, and export.
What should a client intake form ask? Who the person is and how to reach them, what they are coming for in their own words, who referred them, the consents your practice requires, and any figures the engagement starts with, such as a deposit or a first-visit fee. A regulated practice has requirements of its own on top, and those belong to your regulator and your adviser, not a template.
Does the same form work for a law firm and a clinic? The shape is the same: identify the person, capture the matter or the reason for the visit, collect the consents, file the submission against the person. The fields differ, so the template is editable and the paid plan keeps a version per intake type.
Clipboardo Pro
Keeping what you make
The template is free. Pro is what happens after someone fills it in: the intake lands as a record with a status, nothing gets re-keyed, nothing sits in a scanning tray, and the day's new arrivals are one list the front desk can actually work.
- The completed intake form as a clean PDF
- No Clipboardo mark on your paperwork
- Save a half-done intake and finish it later
- Your practice name and logo on every form
- The whole intake book, exported in one go
- Send the form to a patient or client from the record
- Take the intake deposit by card
- Intake fees flow to your bookkeeping
$55per month, whole team
Start Clipboardo Pro PricingClipboardo Pro is $54.90 per month, billed monthly, and renews each month at that price until you cancel. The price and renewal terms are shown again before checkout.