Client Intake Form

A client intake form is essential for businesses and service providers as it serves several important purposes:

• Gathering essential information: Collecting crucial information such as personal details, requirements and goals helps to pair the right volunteer up with the right client.
• Efficiency: Collecting necessary information upfront in the process helps to streamline the onboarding process
• Customizing services: Different clients will have different requirements, knowing the requirements upfront allows easier customization of provided services.
• Expectations: Establishing clear boundaries and expectations early paves the way for a smooth onboarding and service provision.

Client intake forms are a foundational step in establishing a productive and informed working relationship with the client.

Client intake templates are a starting point to building your own, this template is used to register new clients in Aged Care or Disability Care setting, but can be changed to fit your organisations rquirements.