Client Intake Forn - Fillable

$49.00

Do you need a standardized Client Intake Form to save you hours or looking for phone numbers or wishing you had asked the new client if there was a deadline or even for their email address? Here it is. The Client Intake Form bundle includes a customizable, fillable template to use every time you get a new client call. In addition to the Client Intake Form you will receive my how-to video showing you exactly how to use and complete the template. This will save you so much time, time is so valuable, now grow your business!

Do you need a standardized Client Intake Form to save you hours or looking for phone numbers or wishing you had asked the new client if there was a deadline or even for their email address? Here it is. The Client Intake Form bundle includes a customizable, fillable template to use every time you get a new client call. In addition to the Client Intake Form you will receive my how-to video showing you exactly how to use and complete the template. This will save you so much time, time is so valuable, now grow your business!

What's Included:

  • Comprehensive fillable PDF template for client onboarding

  • Guideline notes for maximum efficiency

  • Instant download—no waiting

  1. How It Works: "Fill in the blanks, customize as needed, and keep cases organized from day one. Editable in any PDF reader."

  2. Testimonials (add yours as they come): "Saved me hours on every new client—game-changer!" – Fellow PI

  3. FAQs:

    • Is this a legal document? No—this is an organizational tool for investigations (not legal advice).

    • How do I edit it? Fully fillable in Adobe Acrobat or free readers.

    • Instant access? Yes—download link emailed immediately after purchase.

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