Client intake form with a complete experience built-in
Clients answer onboarding questions in the same branded place you can use to share files, send messages, and invoice them. Connects to a built-in CRM and client management system, so your team kicks off with the full picture.
What is a client intake form?
A client intake form collects what you need to know before work starts: scope, goals, stakeholders, budget, and timeline. Clients save progress and submit when ready, and your team reviews each submission before kickoff. This one is a guided flow that connects to Assembly's full client management and client portal.
Intake that's done before the kickoff call
- Every kickoff detail in one guided formClients share scope, goals, budget, and timeline, save as they go, and submit when they're ready.
- Know who's who before day oneClients list each stakeholder with their role, responsibilities, and the best way to reach them.
- One intake for the whole client teamAnyone at the client's company can add to the same intake.
- Review it, add notes, and start kickoffFilter intakes by status, mark them reviewed, and keep your kickoff notes beside the client's answers.
Add your template,
customize it, and publish
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Ask for the client's tax ID only when they're a business.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Browse all 30+ templatesQuestions about this client intake form
Yes. Install it on the free plan, which never expires and includes 3 apps. Paid plans include 5 apps.
This one asks for scope, goals, background, stakeholders, budget range, and timeline. Add or remove questions to match how you work.
A form tool sends answers to your inbox. Here, clients complete the intake in your client experience, save progress, and invite teammates, and your team reviews it in one queue.
Yes. Change the questions to cover entity type, services needed, and prior-year documents, and keep the same guided flow.
Yes. Adjust the questions for matter type, parties involved, and key dates, and decide who on your team sees each submission.
Yes. Several people at one company can contribute to the same intake, and they save progress until they're ready to submit.
The submission lands in your review queue. Mark it reviewed, add internal kickoff notes, and the client's folders are created automatically.
Yes. Describe what to change, such as turning it into a project intake form for a new engagement, and the app builder updates the questions, sections, and steps.
Start every engagement with the full picture
Start from this template for free and make it yours in minutes. No credit card required.