CLIENT INTAKE TEMPLATE
Only $47 ā less than half a billable hour.
Easy to customize, ready-to-use, fillable PDF template to save you hours on every new client intake.
Capture everything you need all in one organized place.
ā Case details
ā Timelines
ā Conflicts
ā Budget
ā Notes
Includes a simple Quickstart Guide so you can start filling it in during your next call with zero guesswork.
No more scattered notes or āOh no, I forgot to ask ā¦ā
Just download, fill during your intake call, and get back to the real work: solving cases and growing your business.
What You Get ā¦
ā Ready-to-use fillable PDF template
ā Structured sections for all key information
ā Detailed fields for case overview and subjects
ā Timelines, objectives, and potential conflicts
ā Budget details and next-step notes
ā Quickstart Guide to get you started immediately
Why Professionals Choose This
ā Saves hours of disorganized note-taking and endless follow-up emails
ā Spots potential conflicts and red flags right in the first call
ā Keeps you in control and professional during emotional client conversations
ā Builds instant credibilityāclients see you're thorough and systematic
ā Easy to customize and hand off to associates or assistants
āFinally, a template that actually works for real cases.ā
FAQ
Is this template customizable? Yes - it's a fillable PDF that opens in Adobe Acrobat Reader (free) or any PDF editor. Add your logo, change colors, or adjust fields to fit your practice - one-time setup, then reuse forever.
What format is it, and how do I open it? It's a standard fillable PDF. Download instantly after purchase, open in Adobe Acrobat Reader (free download if you don't have it), or most PDF apps on phone/tablet/computer. No special software required.
How soon can I start using it? Immediately - as soon as you complete checkout, the file is delivered to your email (check spam/promotions folder). Start filling it on your next intake call.
Does it work on mobile or tablet? Yes - fill it on any device with a PDF reader (iPhone/iPad, Android, etc.). The fields are designed to be easy to tap and type in during phone or video calls.
What if I need help using or editing it? If you run into any issues opening, filling, or customizing, email me directly (include your order number). I'll walk you through it step-by-step - my goal is to get you set up without frustration.
How does this work exactly? Upon purchasing, you get instant access to the fillable PDF template. Download it right away (check your email/spam folder), open in Adobe Acrobat Reader (free) or any PDF app, and start filling it during client calls. Customize once if you want, then reuse forever.
Iām ready to purchase!
CLIENT INTAKE TEMPLATE
No more chasing follow-up details
Organized capture of everything in one call
Confident pricing and onboarding
More time for actual investigations
AVAILABLE FOR ONLY $47
Due to the nature of digital downloads, all sales are final and non-refundable. Your purchase includes one license. By purchasing this product, you hereby agree to The Mason Projects Terms and Conditions.30 Years FBI Experience | Licensed Private Investigator | Professional Form Templates | Trusted by Defense Attorneys Nationwide