Client intake form builder

The questions you ask up front decide how smooth a project runs. Build your intake form, preview it live, and copy or download it to share with new clients. No signup, no catch.

Form title

Intro text (optional)

Live preview

New client intake form

Thanks for getting in touch. A few quick questions so I can understand your project and give you an accurate quote.

Your name *

Email *

name@example.com

Company or brand

What can I help you with? *

Budget range

Under $1,000

Ideal start date

How did you hear about me?

Made with FileCurrent · filecurrent.com

No signup. Copy the form into a doc, email, or your form tool. Nothing is saved here.

This designs the questions. FileCurrent hosts a live form that fills itself into a client record, ready to contract and invoice.

This designs the form. FileCurrent runs it.

The builder helps you write the questions. FileCurrent hosts the form as a live link, and when a client fills it in, their record is created automatically, ready for a contract and an invoice, with no copying answers out of an email.

Start free 7-day trial

$15/month or $129/year. No credit card required.