Use this when

A new lead or client is ready to describe the work they need.

Then

Turn the intake into an estimate or quote.

Review before sharing

Check names, dates, totals, and scope. Use a secure system for sensitive details that do not belong in a simple form.

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Live document preview1.0.0

Your business

Client Intake Form

1.0.0

Your completed fields will appear here. Load the example to see a finished document.

Agent-readable document text

CLIENT INTAKE FORM
Document version 1.0.0


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Template notes

Practical review notes

This template helps create a consistent business record from the information you provide. Review it for accuracy, keep the supporting approval or receipt with the finished file, and use qualified advice when legal, tax, payroll, regulated, or location-specific requirements matter.

Good practice

Use a consistent document number.
Keep the source approval or receipt with the form.
Review names, dates, totals, and scope before sending.

Machine access

Agents can inspect and validate the same versioned fields used here.

View JSON Schema →

Inspect JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://freebusinessforms.com/schemas/client-intake-form.json",
  "title": "Client Intake Form",
  "description": "Capture the essential contact, project, timing, and communication details before work begins.",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "business_name": {
      "title": "Your business name",
      "type": "string"
    },
    "business_contact": {
      "title": "Business contact",
      "type": "string"
    },
    "business_email": {
      "title": "Business email",
      "type": "string",
      "format": "email"
    },
    "business_phone": {
      "title": "Business phone",
      "type": "string"
    },
    "client_name": {
      "title": "Client or company",
      "type": "string"
    },
    "client_contact": {
      "title": "Client contact",
      "type": "string"
    },
    "client_email": {
      "title": "Client email",
      "type": "string",
      "format": "email"
    },
    "project_name": {
      "title": "Project name",
      "type": "string"
    },
    "project_location": {
      "title": "Service or project location",
      "type": "string"
    },
    "requested_date": {
      "title": "Requested start date",
      "type": "string",
      "format": "date"
    },
    "budget_range": {
      "title": "Approximate budget",
      "type": "string"
    },
    "project_details": {
      "title": "What does the client need?",
      "type": "string"
    },
    "preferred_contact": {
      "title": "Preferred contact method",
      "type": "string",
      "enum": [
        "Email",
        "Phone",
        "Text message"
      ]
    }
  },
  "required": [
    "business_name",
    "client_name",
    "project_name",
    "project_details"
  ],
  "x-form-version": "1.0.0"
}