Consulting Client Intake Form
Use a consulting client intake form as your starting point, then collect client signatures digitally via SMS or shareable link.
No credit card required · Customizable in minutes · Digital signatures supported
There’s a better version of that template.
A static PDF or Word template gets you 20% of the way there. Formfy gets you the other 80%.
⚠ Static template
- Every new client means rebuilding the same onboarding documents
- Agreements, SOWs, and NDAs get scattered across email threads
- No standardized process for collecting signatures and payments together
- Onboarding takes days of back-and-forth instead of hours
- Hard to track which clients have completed all required steps
✓ Formfy template
- One reusable onboarding template — send to every new client in seconds
- Collect service agreement signatures, intake info, and payment in one workflow
- Clients complete everything from one link — no printing, no scanning
- Track exactly where each client is in the onboarding process
- Professional, consistent experience for every client from day one
Four steps from template to live workflow
Customizable, signable, trackable — without writing a line of code.
Start with the onboarding template
A structured form covering agreements, intake, and approvals
Customize for your service or project
Edit scope language, payment terms, and required fields
Send to new clients with one link
Clients sign the agreement, complete intake, and pay — all in one flow
Every client’s status in one dashboard
See who’s completed onboarding and who still needs to sign
Don’t have a template yet?
Describe it. Formfy builds it.
Tell Formfy what kind of form you need — treatment consent, liability waiver, client intake — and the AI drafts a structured, professional version in seconds. Customize from there.
Tell Formfy what you need in a sentence or two
AI builds a structured form instantly
Share by SMS, email, or link
Upload your existing PDF or Word template.
Formfy converts it.
Have a form you’ve been using for years? Upload it. Formfy rebuilds it as a digital workflow — same content, same structure, no manual re-entry.
How much does a slow onboarding process cost per new client?
Estimate the time your team spends on manual onboarding paperwork per week.
Questions about using Formfy templates
Yes. Every field, label, section, and piece of language is editable. You can add fields, remove sections, change wording, and apply your branding — all without writing any code. Most customizations take under 10 minutes.
Absolutely. If you already have a form you’ve been using, upload it and Formfy rebuilds it as a digital workflow. You keep the structure and language you’re used to — we make it signable, sendable, and trackable.
Yes. Recipients can sign by drawing, typing their name, or uploading a signature image — on any device, no app required. Formfy e-signatures comply with the ESIGN Act and UETA, with a full audit trail for every signed document.
Yes. Once your form is published, you can send it by SMS directly from Formfy, share a link by email, or embed it anywhere. Recipients open it on their phone and complete it in minutes.
Yes. Formfy supports payment collection via Stripe and PayPal. You can add a payment step to any booking form — useful for deposits, session fees, or service charges collected at the same time as the signed agreement.
No. This is not a PDF or Word file to download. Formfy is a digital form platform — you start with a template structure, customize it inside Formfy, and publish a live digital form that can be signed, submitted, and tracked online.
A PDF or Word template requires manual editing, printing or emailing, manual follow-up for signatures, and scattered storage. A Formfy template is live — clients sign digitally, submissions are tracked automatically, and you never chase a form again.
Yes. Once you’ve built your form, you can send it to any number of clients. Every submission is stored separately and searchable. Team members can each have their own login and send forms independently.
Your best clients deserve a better onboarding experience.
Start with the onboarding template, customize it once, and send it to every new client. Agreements, signatures, and payments — in one clean workflow.
Your team doesn’t have to figure this out alone.
Real humans, real help, fast setup.
Chat With Our Team
Talk to a real person who can help you set up your first forms and digitize existing documents.
Free Form Digitizing
Send us your PDF or paper form. We rebuild it as a digital workflow — at no extra cost.
Live in Minutes
Most users publish their first form in under 10 minutes. No training, no implementation projects.