# Client intake form template

Last updated: 2026-08-07
Canonical URL: https://fillo.so/templates/client-intake-form

Collect the context needed before a first working session: contact details, company, project type, desired outcome, target date, stakeholders, and optional reference files.

## Included fields

- Name, work email, and company.
- Project type with stable option IDs.
- A required description of the desired outcome.
- Optional target date and stakeholder notes.
- Up to five reference files with the accepted formats stated in the label.

The template uses two pages and shows progress. For durable file collection, connect Google Drive, Box, Amazon S3, or Cloudflare R2. Eligible new workspaces can start with the documented capped transit lane.

## Use the template

Open an editable guest draft: https://fillo.so/new?template=client-intake&from=template-client-intake

The live preview on the human page is render-only and saves no response.

## Useful links

- Human template: https://fillo.so/templates/client-intake-form
- File upload guide: https://fillo.so/guides/collect-file-uploads
- Storage setup: https://fillo.so/docs/uploads.md
- Form builder API: https://fillo.so/form-builder-api.md