This will show you EXACTLY how to streamline your Client Intake , on autopillot. ONLY $47.png
Client Intake Mockup.png
FBI Jane Completing Client Intake on Computer.png
This will show you EXACTLY how to streamline your Client Intake , on autopillot. ONLY $47.png
Client Intake Mockup.png
FBI Jane Completing Client Intake on Computer.png

Client Intake Fillable PDF Template

$0.00 $47.00

A professional, fillable client intake form designed for investigators and other professionals to support consistent, organized onboarding of new clients. Includes a structured intake PDF and a Quick Start Guide so you can begin using the template immediately.

A professional, fillable client intake form designed for investigators and other professionals to support consistent, organized onboarding of new clients. Includes a structured intake PDF and a Quick Start Guide so you can begin using the template immediately.

What’s Included

  • Fillable Client Intake PDF (multi-page)

  • Quick Start Guide (PDF)

  • Instant digital download after purchase

Purpose of This Template
This template is designed to support consistent, organized client intake by capturing key information at the start of an engagement. It provides a structured format for documenting client details, case information, objectives, timelines, and budget considerations in one place.

Who This Template Is For

  • Private investigators

  • Investigative professionals

  • Consultants or professionals who require a repeatable intake process

How the Template Is Used

  • Download the files immediately after purchase

  • Open using Adobe Acrobat Reader (recommended for best performance)

  • Save a blank master copy

  • Create a new copy for each client or matter

Design Notes

  • Fields are intentionally structured to promote thorough, consistent intake

  • Space is limited in certain sections to encourage clarity and relevance

  • A continuation page is included for additional notes when needed

  • Sections that do not apply to a particular case may be left blank

Important Notes

  • This is a digital product. No physical items will be shipped

  • This template is a documentation tool and does not constitute legal advice

  • Outcomes depend on how the template is used and adapted to individual cases

Support
For questions related to using this template, contact:
Team@TheMasonProjects.com