Intake Forms

Screen clients before they even arrive

Build custom intake forms and consent documents. Send them before the first session. Responses are stored directly on the client profile — no printing, no scanning, no chasing.

Custom questions — short text, long text, multiple choice, date, signature

Consent forms with GDPR-compliant digital signatures

92% average completion rate — clients actually fill them in

Responses automatically attached to the client record

14-day free trial · No credit card required

Intake Forms

Create and manage assessment forms

+ Create form

Clients complete these forms before booking — no manual chasing needed.

Assessment Questions

14 questions

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Edit

Contact Information

8 fields

Preview

Edit

Question Templates

Click to use →

SSafety

6 questions

IIntake

9 questions

+Specialized

5 questions

practicegrow.com/forms/new-client-xyz

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How it works

Simple from day one

Build your form

Start from a template (safety screening, intake, contact details) or build from scratch. Add any question type including signatures.

Share before the first session

Send a unique link by email or embed on your booking page. Clients complete it on any device — before they even arrive.

Responses stored securely

Every submission is encrypted and attached to the client profile automatically. No inbox management or manual filing.

“My clients arrive at the first session and I already know their background. It changes the whole dynamic — we can get straight into the work.”

Priya Kapoor

BACP Accredited Counsellor

Try Intake Forms free for 14 days

No credit card required. Set up in under 10 minutes.

More features

Client Portal

Forms accessible in the client's portal

Learn more →

Safeguarding

Safety screening built into intake

Learn more →

Online Booking

Forms sent automatically at booking

Learn more →