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Client onboarding form templates

12 free client onboarding form templates, like Onboarding survey, Client intake and Discovery questionnaire. Try each one, then use it in a click.

By industryLegal
Client onboarding
All form templatesMulti-page

Category

Leads and salesBookingOrders and paymentsApply and joinEventsFeedback and surveysQuizzes and assessmentsIntake and onboardingOperationsConsent and legalIntakeClient onboardingEmployee onboardingPatient intakeProject brief

Industry

Any businessSaaS and softwareAgenciesConsultingLegalAccounting and taxFinancial servicesInsuranceReal estateConstruction and home servicesSolar and energyHealthcareDental, wellness and therapyFitnessBeauty and salonsEducation and trainingEcommerce and retailManufacturingLogistics and transportAutomotiveHospitality and travelEventsNonprofitsHR and recruitingIT servicesRestaurants and foodPhotography and creativeCoachingVeterinary and petsFaith communitiesSports clubsGovernment and publicMedia and publishingRetail storesArchitecture and designSecurityAgriculturePersonal

Team

MarketingSalesCustomer successSupportHRRecruitingOperationsFinanceITProductFounders and ownersEvent organizersTeachers and trainersCare staffVolunteer leadsPersonal

12 form templates

Style
  • Each form's ownEvery card in its own style
  • PaperClean and quiet
  • MidnightDark and calm
  • CoralWarm and bold
  • GroveNatural and calm
  • EditorialBig type, few lines
  • TerminalCode on black
  • BubblegumPlayful and round
  • TideFresh and light
  • PosterLoud and graphic
  • GildedBlack and gold
  • LilacSoft and friendly
  • ClayEarthy and warm
  • StudioShapes and primary colors
  • HarborTrusted and clear
  • MintBright and easy
  • RetroChunky and sunny
  • NoirDark and elegant
  • SunriseGolden and upbeat
Onboarding surveyPopularLearn each new user's goal to personalize setup.SaaS and software 22 questions, 5 pagesClient intakePopularEverything you need to kick off a new client.Agencies 28 questions, 6 pagesDiscovery questionnairePopularGo into the first meeting already informed.Consulting 9 questions, 3 pagesNew client intakeCollect contact details and matter facts.Legal 8 questions, 2 pagesSeller listing intakeEverything you need to list a home.Real estate 8 questionsClient contract sign-offClients confirm scope, fee and payment terms, then sign.Photography and creative 11 questionsNew client intakeGoals, history and logistics before the first coaching session.Coaching 12 questions, 2 pagesArchitecture project intakeQualify new projects by site, scope, budget and timing.Architecture and design 12 questions, 2 pagesNutrition client intakeHealthEating habits, health goals and diet before a nutrition consult.Dental, wellness and therapy 31 questions, 6 pagesFamily law intakeDivorce, custody and support details before a consultation.Legal 11 questions, 2 pagesImmigration intakeStatus, goals and key dates for new immigration clients.Legal 29 questions, 6 pagesBookkeeping onboardingSet up new bookkeeping clients: accounts, tools, volume and access.Accounting and tax 27 questions, 5 pages

Client onboarding form templates.
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