CLIENT INTAKE FORMS
Start Every Project With the Full Brief
Attach a client intake form to any service. When a client orders, they fill it in from their portal, the order waits until they do, and every answer and file is saved on the order for your team.
Why Agencies Use Intake Forms
No more chasing details over email. The brief arrives with the order, in one place.
How Client Intake Works in Clientish
Set it up once per service. Every new order follows the same path.
PER SERVICE
Attach the Right Form to Each Service
Open a service, pick its intake or onboarding form, and every order for that service asks for it. You can see which orders are still waiting for their brief.
CLIENT PORTAL
Clients Fill It In From Their Portal
Right after ordering, the client sees the intake form in their portal with a clear note that the order starts once it is complete. They can go back and update their answers while the order is still Pending.
INTAKE TEMPLATES
7 Intake Templates, Ready to Use
Start from a template built for the work you sell, then change any question: a standard intake, a website project, brand and design, a marketing campaign, a content request, a software project or project discovery.
ONBOARDING FORMS
Onboard New Clients the Same Way
Use an onboarding form when you need logins, brand files and kickoff details rather than a project brief. Seven onboarding templates cover the usual agency setups.
SMART QUESTIONS
Ask Only What Matters
Show follow-up questions only when they apply, split long briefs into pages and set rules so answers arrive complete: required fields, length limits, patterns and file size limits.
Client Intake Form FAQ
Common questions about client intake forms for agencies.
What is a client intake form?
A client intake form collects the information you need before you start a project: goals, audience, content, logins and files. In Clientish it is attached to a service, so every order for that service comes with a complete brief.
What should an agency intake form include?
Most agencies ask for the business name, goals, target audience, examples they like, deadlines, access to existing accounts and any brand files. The Clientish intake templates already include these questions for websites, branding, marketing, content and software projects.
What is the difference between an intake form and an onboarding form?
An intake form collects the project brief. An onboarding form collects what you need to work with a new client, such as logins, contacts and brand assets. You can attach either one to a service.
When does the client fill in the intake form?
Right after they order. The form appears in their client portal, and the order stays Pending until they submit it.
Where do the answers go?
They are saved on the order as project data, together with any uploaded files, so your whole team sees the brief in one place.
Can clients change their answers?
Yes, while the order is still Pending they can update the intake form from their portal.
Get the Brief Before the Work Starts.
Attach an intake form to your services and let every order arrive complete.