Start with the outcome
A useful intake describes what should change, not just which service the client thinks they need.
- Desired result
- Project type
- Target date
Client intake form template
Keep intake and files in one flow.
Collect the project outcome, target date, stakeholders, and reference files without sending the client to a separate upload page. Edit the questions, then render the form in a client portal or share its hosted page.
Template decisions
Short enough to finish. Specific enough to act on.
- Contact and company first
- Outcome before solution details
- Optional files with formats stated up front
- Two pages with visible progress
Keep files attached
Briefs and references stay associated with the response instead of arriving in a separate email thread.
- Explicit file formats
- Connected storage
- Response file references
Route the handoff
Send a signed event to the system that owns the next step, while the complete intake remains reviewable in Fillo.
- Team notifications
- Webhooks and integrations
- CSV export
Keep going from the real implementation.
Client intake form template questions
What should a client intake form ask?
Ask only for decisions needed before the first working session: contact, company, desired outcome, timing, stakeholders, and the references the team must review.
Where do uploaded client files go?
For durable collection, connect Google Drive, Box, Amazon S3, or Cloudflare R2. Eligible new workspaces can begin with Fillo's documented capped transit storage while they evaluate the flow.
Can the form live inside a client portal?
Yes. Render it with the React or DOM SDK on your own route and pass signed client identity from the host application.
Does the preview save the information I enter?
No. The form on this page is a local render-only preview. Use the template to create and publish a response-saving copy in your workspace.
Build one real form and follow it to the first response.
Start with the schema and route you need. Review the generated form before it goes live, then test the exact path a respondent will use.
Use the client intake template