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Therapy Intake Forms

We kindly ask your cooperation in answering the questions below as accurately as possible since they will assist your counselor in assessing your needs pre-appointment.

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Excellent4.9

Therapy Intake Forms

Build professional therapy intake forms in minutes — add your logo, practice name, and your own questions, then download them print-ready or send them to clients by email and SMS.

Build in Minutes
$14.99ONE-TIME
Buy and Build

Build your form first — you only pay $14.99 when you download or send it. No account required. Prefer to keep building and sending? Start a monthly plan at the end instead.

  • Ready in minutes — no account needed
  • Print-ready PDF, or send to clients digitally
  • E-signature with auto-dated signing — get the signed copy back
  • Fully customizable — add your own questions and custom sections, edit or reorder anything
  • Upload your logo & practice name — the form is branded as yours, included in the price
  • Smart follow-ups — questions appear only when they apply
  • Minor support built in — guardian consent collected for under-18 clients automatically
  • Works on any device — desktop, tablet, phone
  • 30-day money-back guarantee

What You Can Do

Start from a recommended template and shape it into the exact intake form your practice needs — then print it or send it to clients to complete and sign online.

Forms You Can Build

  • ✅ Therapy intake form
  • ✅ Adult therapy intake
  • ✅ Couples therapy intake
  • ✅ Child or adolescent therapy intake
  • ✅ Telehealth therapy intake
  • ✅ Therapy informed consent form

Key Features

  • ✅ Ready-made sections — demographics, medical and mental health history, family and social history, current concerns, treatment history, insurance, and consent
  • ✅ Add, remove, and reorder sections — or create whole custom sections of your own
  • ✅ Write your own custom questions — multiple choice, yes/no, short and long text — and edit, rename, or re-mark any included question as required or optional
  • ✅ Smart show-and-hide — follow-up questions and detail sections appear only when an answer makes them relevant (for example, the medication history table only shows for clients on medication)
  • ✅ Minor support — when a date of birth shows a client is under 18, the form automatically collects a parent or guardian consent
  • ✅ Your branding — upload your logo and show your practice name and colors on the form, the send emails, and the PDF, at no extra cost
  • ✅ Optional e-signature so clients sign right on the form — the signing date fills itself in
  • ✅ Required-field checks so completed forms come back complete — nothing important left blank
  • ✅ Send by email and SMS, and watch each form move from sent to opened to signed on its status page
  • ✅ One-time send links accept exactly one response — each client gets their own
  • ✅ Download the completed, signed form as a clean PDF, organized by section
  • ✅ Saved as you go — your setup is kept as a draft while you build

Works Everywhere

  • ✅ Runs in any modern web browser — nothing to download or install
  • ✅ Looks and works the same on desktop, tablet, and phone
  • ✅ Clients complete and sign without creating an account

Why Practices Choose It

  • ✔ Build in minutes — a professional form without starting from a blank page
  • ✔ Truly yours — your logo, your practice name, your own questions and sections, all included in the price
  • ✔ One-time or monthly — pay $14.99 once, or keep sending on a plan
  • ✔ No account to start — build and preview before you pay
  • ✔ 30-day money-back guarantee — friendly support by email

Let customers speak for us

4.9 out of 5from 57 reviews

I built our whole patient intake form in about ten…

I built our whole patient intake form in about ten minutes and had it on a client’s phone the same afternoon. The signed PDF came back clean and ready to file.

Dr. Maren H.

Frequently asked questions

Click Buy and Build to open the builder, pick a starting template, choose your sections, add your branding, and preview your therapy intake form. Building and previewing are free and need no account — you only pay the one-time $14.99 when you download the print-ready PDF or send it to a client.

No. You send a link by email or text and the client opens the therapy intake form in any browser, fills it in, signs, and submits. They never create an account or install anything.

Yes. The form works on any device — phone, tablet, or computer. Most people finish it on their phone the same day you send it.

Yes. Choose "Download and print" for a clean, print-ready PDF of your therapy intake form to hand out on paper. It is a one-time $14.99, and you can optionally also send it digitally to one client at no extra charge.

A one-time digital send ($14.99) sends the form to a single client now: you see when it is opened and signed, then download the signed PDF. The monthly plan (from $19/mo) keeps the form in your dashboard so you can send it to new clients any time and collect responses on an ongoing basis.

Yes. Add e-signature fields and the client signs right on the form on any device. You receive the signed copy and can download it as a PDF.

When the client submits, you can download the completed and signed form as a PDF, and a copy is emailed to you. The client can also choose to receive a copy of what they signed.

Yes, and it is included in the price. Upload your logo and add your practice name and colors so the therapy intake form looks like yours — your clients see your branding on the form, the send emails, and the PDF, not a generic template.

Absolutely. Start from a recommended template, then add, remove, or reorder sections — demographics, therapy history, current concerns, goals for therapy, and consent, and more. You can also create whole custom sections of your own and fill them with your own questions.

Yes. Add your own questions to any section — multiple choice, yes/no, short text, or long text — mark them required or optional, and edit or rename any of the included questions until the therapy intake form reads exactly the way you want. Custom questions and sections are included in the one-time price.

Building and previewing are free. A print-ready PDF, or a one-time digital send to one client, is a single $14.99 payment. To keep sending your therapy intake form to new clients, the monthly plan starts at $19/mo. No hidden fees.

Yes. We offer a 30-day money-back guarantee. If it does not do what you expected, contact us and we will make it right.

A one-time digital send goes to one client. To send the same therapy intake form to many clients over time and collect all of their responses in one place, start a monthly plan.

It is built for therapists, counselors, and private practices. Popular starting points include therapy intake form, adult therapy intake, couples therapy intake, child or adolescent therapy intake, telehealth therapy intake, and more — each one fully customizable.

No. Everything runs in your web browser. There is nothing to download or install to build, send, or collect your therapy intake form.