# Client Intake Form Template, Free Source: https://nerix.ai/templates/client-intake-form Learn who a new client is and what they need before work starts: contacts, goals, budget, timing and consent. Before you send it If your profession is regulated (law, accounting, health, financial advice), your rules may require extra information, identity checks or a written engagement letter. Add what your regulator requires. This form does not replace it. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/client-intake-form) ### Client intake form **Northgate Advisory** **Date:** 12 October 2027 ## 1. Who the client is **Client:** Brightwater Analytics **Main contact:** Dana Okoye, Operations Lead **Email:** [dana@brightwater.example](mailto:dana@brightwater.example) **Phone:** +44 113 555 0100 **Address:** Unit 3, Riverside Park, Leeds, LS10 1AA, United Kingdom **How they found us:** Referred by Marcus Lee ## 2. Their business or situation A 40-person data company selling reports to retailers in 12 countries. Growing 25 percent a year. ## 3. What they need A review of how we price our services, and a plan to move to yearly contracts. ## 4. What success looks like A new price list by February At least half of customers on yearly contracts by the end of 2028 ## 5. What they have tried Raised prices by 5 percent in 2026 with no change in churn. ## 6. Timeline and budget **Timeline:** Plan ready by 31 January 2028 **Budget:** GBP 15,000 to GBP 20,000 ## 7. Who decides Amira Haddad, CEO, decides. Marcus Lee, Finance Director, advises. ## 8. Care points Do not contact our customers directly. Keep our figures private. ## 9. Documents to be shared Price list, last year's sales by customer, contract template ## 10. Notes from the first call Client wants a call every second Friday. ## 11. Permission **Storing and using these details:** Yes Information on this form is private. Northgate Advisory uses it only to decide how to help, to do the work, and to stay in touch about it. This form is not an offer or a contract. Terms are agreed in writing before work starts. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Operations and quality ## What this template is for A client intake form for consultants, agencies and advisers: contact details, needs, goals, budget, timeline, decision makers and consent. Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Operations and quality templates](https://nerix.ai/templates/operations-quality) Operations and quality ## What you fill in The form asks for 19 details. The document fills itself in as you type. - ### Your business For example: Northgate Advisory - ### Date For example: 12 October 2027 - ### Client's name or company For example: Brightwater Analytics - ### Main contact (name, role) For example: Dana Okoye, Operations Lead - ### Email For example: dana@brightwater.example - ### Phone optional For example: +44 113 555 0100 - ### Address optional For example: Unit 3, Riverside Park, Leeds, LS10 1AA, United Kingdom - ### How they found you optional For example: Referred by Marcus Lee - ### About the client's business or situation For example: A 40-person data company selling reports to retailers in 12 countries. Growing 25 percent a year. - ### What they need help with In the client's own words, if you can. For example: A review of how we price our services, and a plan to move to yearly contracts. - ### What success looks like One goal per line. For example: A new price list by February At least half of customers on yearly contracts by the end of 2028 - ### What they have tried already optional For example: Raised prices by 5 percent in 2026 with no change in churn. - ### Timeline or deadline optional For example: Plan ready by 31 January 2028 - ### Budget optional A range is fine. For example: GBP 15,000 to GBP 20,000 - ### Who decides and who else is involved optional For example: Amira Haddad, CEO, decides. Marcus Lee, Finance Director, advises. - ### Anything to avoid or be careful with optional For example: Do not contact our customers directly. Keep our figures private. - ### Documents the client will share optional One per line. For example: Price list, last year's sales by customer, contract template - ### Permission to store and use the details For example: Yes - ### Notes from the first call optional For example: Client wants a call every second Friday. Operations and quality ## What is inside The parts of this document, in order. - 1 1. Who the client is - 2 2. Their business or situation - 3 3. What they need - 4 4. What success looks like - 5 5. What they have tried - 6 6. Timeline and budget - 7 7. Who decides - 8 8. Care points - 9 9. Documents to be shared - 10 10. Notes from the first call - 11 11. Permission Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=client-intake-form) ### Was this template helpful? Operations and quality ## Questions people ask ### What details does this template ask for? The form asks for 19 details, starting with Your business, Date, Client's name or company, Main contact, Email. 10 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? If your profession is regulated (law, accounting, health, financial advice), your rules may require extra information, identity checks or a written engagement letter. Add what your regulator requires. This form does not replace it. ### Are these operations templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do they meet a standard such as ISO 9001? They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you. ### Who should approve a procedure? The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date. Templates ## More in Operations and quality - [Allergen and food safety record One page for the kitchen: allergens by dish, daily temperature and cleaning checks, and what was done about problems. Operations and quality](https://nerix.ai/templates/allergen-and-food-safety-record) - [Asset handover and return form Record equipment given to a person and returned later, with condition and signatures. Operations and quality](https://nerix.ai/templates/asset-handover-and-return-form) - [Asset register List what the business owns: each asset, who has it, where it is, what it is worth and its condition. Operations and quality](https://nerix.ai/templates/asset-register) - [Business continuity plan Plan how to keep critical work going through a fire, outage, supplier failure or loss of people. Operations and quality Premium, €4.99](https://nerix.ai/templates/business-continuity-plan) - [Capacity plan Work out whether you can meet future demand: current use, expected growth, gaps, options and what to decide. Operations and quality](https://nerix.ai/templates/capacity-plan) - [Class register Record attendance for one class or session, with late and absent names and the reason. Operations and quality](https://nerix.ai/templates/class-register) [See all Operations and quality templates](https://nerix.ai/templates/operations-quality) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Quality records](https://nerix.ai/product/quality-records) - [Checks](https://nerix.ai/product/audits) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Operations and quality](https://nerix.ai/templates/operations-quality)