---
title: "Intake & onboarding — formformform"
description: "Create client intake and onboarding forms that gather requirements, contacts, goals, and files before work begins."
url: "https://www.formformform.com/solutions/intake-onboarding"
type: static
generatedAt: "2026-08-23T18:56:58.727Z"
---
[Features](https://www.formformform.com/features)/Intake & onboarding

Solutions

# Intake & onboarding

Start each client, customer, or project with the information already organised. Collect goals, scope, contacts, constraints, and files before the first handoff.

[Start for free](https://app.formformform.com/register?utm_source=landing&utm_medium=solution-bottom&utm_campaign=solutions&utm_content=intake-onboarding)[All features →](https://www.formformform.com/features)

acme.com/intake-onboarding

Client intake

Tell us about your project

A few details will help us prepare the right next step.

Company or project

Acme redesign

Primary goal

Launch▾

Target date

When do you need it?

What should we know?

Scope, constraints, links…

Start onboardingformformform

A client intake built around the information the next step requires.

Begin with shared context

Collect stakeholders, objectives, timelines, constraints, and existing materials in a repeatable format. Your first conversation can focus on decisions rather than basic discovery.

One intake, many services

Branch with [conditional logic](https://www.formformform.com/features/logic) so each client sees questions relevant to the service, project type, or answer they selected.

Move answers into the workflow

Notify the delivery team, add a row to a tracker, create a task, or send the response through [your existing tools](https://www.formformform.com/integrations) as soon as intake is complete.

What you get

Structured discovery

Turn vague introductions into usable project requirements.

File collection

Request supporting assets alongside the rest of the intake.

Tailored paths

Ask different questions for different services or customer types.

Faster handoffs

Send complete context to the team starting the work.

## Keep exploring

[Client onboarding templates

Compare ready-made intake and onboarding forms.

Explore→](https://www.formformform.com/form-templates/professional-services-forms/client-onboarding)[Form editor

Build the intake fields and structure your workflow needs.

Explore→](https://www.formformform.com/features/form-editor)[Form automations

Move completed intake into the next tool automatically.

Explore→](https://www.formformform.com/automations)

## Build your client intake

Start from a template or build your own, then share it wherever people need it. Free to start.

[Start for free](https://app.formformform.com/register?utm_source=landing&utm_medium=solution-bottom&utm_campaign=solutions&utm_content=intake-onboarding)