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Client Intake Form Template

The difference between a freelancer who's always on discovery calls and one who's always billing is the intake form. Scope, budget, and timeline up front — so the first call is a proposal conversation, not an interrogation.

Use this template — freeSee setup steps
  • 500 free total
  • No PHP · no SDK
  • One POST endpoint
Live template preview

This template is one of our free HTML form templates. See more form templates by industry.

Pick your client intake form — one click to use it

Every template is free and fully editable in the drag-drop builder — swap fields, colors, and the button label before you publish.

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No backend code

No server, API route, or SDK — your Client Intake Form posts straight to one endpoint.

Straight to your inbox

Every submission is emailed to you and saved to a searchable dashboard — spam filtered before it reaches you.

Copy-paste ready

It's plain HTML you own — paste the Client Intake Form snippet, swap in your access key, and ship.

Copy and ship

Your Client Intake Form, ready to paste.

HTML by default — the same field set also renders as React, Next.js, PHP, and cURL in your dashboard. Every variant posts to the same /api/submit endpoint. Replace YOUR_ACCESS_KEY with the key from your dashboard; that's the only edit.

Use this template — free
form.html
<form action="https://splitforms.com/api/submit" method="POST">
  <input type="hidden" name="access_key" value="YOUR_ACCESS_KEY">
  <input type="hidden" name="subject" value="New consultation request">

  <label for="name">Full name *</label>
  <input id="name" type="text" name="name" placeholder="Tomás López" required>
  <label for="email">Email *</label>
  <input id="email" type="email" name="email" placeholder="[email protected]" required>
  <label for="phone">Phone *</label>
  <input id="phone" type="tel" name="phone" placeholder="+1 555 0184" required>
  <label for="topic">Topic *</label>
  <select id="topic" name="topic" required>
    <option value="">Choose…</option>
    <option>General inquiry</option>
    <option>Strategy</option>
    <option>Financial planning</option>
    <option>Legal advice</option>
    <option>Other</option>
  </select>
  <label for="details">What do you need help with? *</label>
  <textarea id="details" name="details" placeholder="Be specific so we can match you with the right advisor." required></textarea>

  <!-- honeypot — bots fill every field -->
  <input type="checkbox" name="botcheck" style="display:none" tabindex="-1" autocomplete="off">

  <button type="submit">Send</button>
</form><p class="splitforms-attribution" style="margin-top:12px;font-size:11px;color:#888;text-align:right">
  Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="sponsored noopener">splitforms</a>
</p>

<!-- drop-off analytics + partial leads (the form works without it) -->
<script src="https://splitforms.com/embed.js" async></script>

How to add it

How to add a Client Intake Form to your site.

To add a Client Intake Form to your site you need three things: a free splitforms access key, the HTML snippet above, and your key pasted into it. No backend, database, or CAPTCHA library — the form posts to one URL and every submission lands in your inbox and dashboard.

Ask scope, timeline, budget

Project type dropdown (tailored to your services), a 'what are you trying to achieve?' textarea, target timeline, and a budget-range dropdown. Four answers tell you whether to send a calendar link or a courteous pass.

Make budget a range, not a blank

Open budget fields stay empty; ranges get answered. Bands like 'under $1k / $1-5k / $5-10k / $10k+' feel safe to click and map directly to your minimum engagement.

Route by qualification

Webhook qualified leads ($5k+, timeline this quarter) to your phone or Slack for a same-day reply; everything else gets the auto-responder with your services PDF and a 'we'll be in touch this week'.

Create your formBrowse all templates

What's included

What's in this Client Intake Form template?

Every freelancer learns the same lesson: unqualified discovery calls are where billable hours go to die. A proper intake form filters before the calendar fills — what they need, when they need it, and the budget band they're working with. The budget dropdown does the heavy lifting; 'under $1k' leads get a productised offer or a polite referral, while 'over $10k' leads get a call slot the same day. The form isn't a gate, it's triage — and it signals professionalism before you've said a word. Budget ranges + timeline up front — discovery calls become proposal calls.

  • Free consultation — 5 ready-made fields
  • HTML, JS, React, PHP, and cURL outputs
  • One POST endpoint, no SDK — honeypot and spam scoring, no CAPTCHA
What's included with the Client Intake Form Template

Where submissions go

Where do your Client Intake Form submissions go?

Reply-to is wired to the visitor's email, so one tap on Reply answers them directly — while the built-in honeypot and automatic spam scoring filter out bots before they reach you. Every submission is emailed to your inbox and can forward to a webhook or Slack the moment a visitor hits send.

  • Reply-to wired to the visitor's email — reply straight from your inbox
  • Honeypot and automatic spam scoring filter bots, no CAPTCHA friction
  • Live dashboard, CSV export, and signed webhooks on paid plans
Spam-filtered submissions from the Client Intake Form Template

How SplitForms works

What happens after someone submits your form?

splitforms receives the submission, filters spam, saves it to your dashboard and emails you — then, on paid plans, sends it on to your webhooks and integrations. No backend infrastructure to build.

A SplitForms contact form submission launching straight to your inbox

Add your endpoint

Point your form to your unique SplitForms endpoint. That's it.

HTML form pointing at a SplitForms submit endpoint

Receive submissions

We instantly capture and organize every submission in your inbox.

Submissions inbox with searchable leads and status pills

Route anywhere

Send data to email, spreadsheets, CRMs, webhooks, and 7,000+ apps.

Generic integration tiles for email, sheets, chat, CRM, automate, and webhook
Start FreeRead the Docs

No credit card required. Set up in under 60 seconds.

Connect & automate

Where can submissions go besides email?

On paid plans, submissions can also go to Slack, Discord, Google Sheets, Notion, Airtable, Zapier or any signed webhook — and splitforms works on the platforms you build on, from WordPress and Shopify to Next.js. With Stripe connected, your forms can take payments too.

Connect your SplitForms form to Slack, Google Sheets, Mailchimp, Zapier and more
StripePaymentsDiscordMessagingTelegramMessagingGoogle SheetsSpreadsheetNotionDatabaseMailchimpEmailMakeAutomationWebhookCustomWordPressPlatformShopifyPlatformFramerPlatformNext.jsFrameworkHTMLFramework
SlackMessagingWhatsAppMessagingTeamsMessagingAirtableDatabaseHubSpotCRMZapierAutomationn8nAutomationMCP / AIAgentsElementorPlatformWebflowPlatformCarrdPlatformReactFramework
NewTake payments on your formsDeposits, bookings, order forms — submitters check out through Stripe and the money goes straight to your Stripe account. Included on every paid plan.See plans →
View all integrations →

Setup guides for the stacks you use

HTMLReactNext.jsAstroWebflowWordPress

Questions

Client Intake Form questions.

View all FAQs
Won't asking for budget scare off good clients?

It scares off clients with no budget, which is the point. Serious buyers expect the question — agencies have asked it for decades. A range dropdown (rather than a blank field) keeps it low-pressure, and an 'I don't know yet — advise me' option catches the genuinely unsure.

Should I embed Calendly instead of using a form?

Calendly without intake means anyone can book your hour. The strong pattern is form first, calendar second: qualified submissions get the booking link in the auto-reply or your follow-up. You still book calls fast — just only the right ones.

Can I send intake data to my CRM or Notion?

Yes — webhook the JSON into Notion, Airtable, HubSpot, or Pipedrive via Zapier or a direct endpoint. Each lead arrives as a structured record with scope, budget, and timeline as fields you can filter and sort, not prose buried in an email.

What about contracts and onboarding paperwork?

Keep them out of the intake form. Intake qualifies; onboarding (contract, brand assets, access credentials) happens after the proposal is accepted — usually a second form or a client portal. Two short forms at the right moments beat one intimidating one.

Simple pricing

How much does splitforms cost?

Free gives you 500 submissions for $0 — no card, no time limit. Pro is $5/month for 5,000 submissions a month, and Annual is $49/year for 15,000 a month with every Pro feature.

Free

$0— 500 submissions
 

No card, no time limit

Best for testing

For side projects and indie devs.

  • 500 free submissions
  • Unlimited forms
  • Email notifications included
  • Smart spam filtering
  • Submissions dashboard
  • Redirect after submit
  • MCP server included
Get Started
Recommended

Pro

$5/ month
Billed monthly

Every paid feature, for agencies and growing products.

  • 5,000 submissions / mo
  • Unlimited forms
  • Webhooks and integrations
  • CC/BCC, auto-replies and routing
  • File uploads with 500 MB storage
  • Stripe payments on your forms
  • 3 team seats
  • Cancel anytime

Annual

$49/ year
About $4.08/mo, billed yearly
Best value

Every Pro feature with triple the volume — $0.27 per 1,000 at full use.

  • 15,000 submissions / mo
  • Unlimited forms
  • Everything in Pro
  • File uploads with 5 GB storage
  • 3 team seats
  • Priority email support

No credit card required on Free • Cancel anytime • Full pricing and FAQ