Business Intake Form

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Business Intake Form

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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Business Intake Form

Fully editable with custom branding. Send, print or embed online.

Business Intake Form

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Attracting clients to your business is a must for business. Almost every company requires these intake form templates, regardless of their industry.

They can use these templates whether it's accounting firms travel agencies dealing with new clients, or tax professionals who want client-specific tax detail.

Creating a business client intake form may feel like a lot of work, but it's not that difficult if you understand how to do it properly.

You can even create a patient intake form template if you have the right ideas in your mind. So, let's brush some basics, and then we will guide you further

Note: Try Bonsai's software to create professional looking intake forms. Onboard new clients today by designing an intake form that will impress your clients. Claim your 14-day free trial here.

What is a Client Intake Form?

A business client intake form is a simple questionnaire that a company uses to connect with or onboard different clients for the firm's goals.

A corporate client intake form can vary based on the client industry and the kind of results the company wishes to achieve.

What do Client intake forms do?

These forms provide companies and service providers with sufficient information to determine whether a client fits their target audience or not.

Accuracy in the business client intake form templates can be challenging to target, but we have a few tips to help you decide correctly.

Companies can add all relevant information in online forms or printed ones to collect the information. let's discuss what the client intake process should include.

How does a Business Intake Form make the Client Intake Process Easier?

Filtering through numerous clients in business can be troublesome for business owners. It can be challenging for them to find the most suitable solutions, add the right contact details and formulate the correct intake form template for the client onboarding process.

Filters through clients quicker

It's challenging for business owners to filter through so many clients and find the most suitable ones for their business.

They cannot go through numerous intake forms, and find the ones that suit them the best. However, formulating an online intake form makes the process much straight forward.

Allows Client Categorization

Companies can categorize client information based on the template they create. Therefore, the online intake form acts as a categorizing tool for the company and helps them allocate resources better.

For instance, law firms can use the client intake form to categorize their clients based on the client's business.

These client intake forms are so popular for collecting client info that there is an online form builder you can utilize to quickly create them.

There are a few client information elements that remain consistent in a free template or a paid one for collecting details.

How should Client Intake Forms Look?

Creating a business client intake form depends on the potential clients. For example, taxation-related companies may need to add client-specific tax details in the form for reference.

However, others may put the prospective client information differently.

A psychologist may add a field for mental health input and basic information separately. Nonetheless, the following are some relevant details every intake form should have:

  • Basic Company and Contact information

Basic company and contact information serve as the link between the company and the prospective clients.

It lets a specific client reach the professionals and vice versa. For example, a professional taking medical history, or mortgage brokers can connect with clients using the forms provided during intake.

You should also add a property address, and basic client data to ensure that even a new client can reach out to you when needed.

  • Client Description and Details

adding details related to the client is a smart way to segment them. You can divide the clients based on their products/services and filter through them better whenever required.

It's best to let them do it their way and present themselves however they find fit.

  • Challenges your Client Faces

A client will likely reach out to you when they face a particular problem. The intake form can be your best tool to understand client questions and save time.

Almost all free templates let clients add their concerns, and even particular file uploads if needed.

  • Financial Details

Finances are a crucial element of client details, depending on your niche. for instance, if you are a service-based business, operating in wellness services or medical practice, it can help you.

You can add patient details for prospective clients and determine their client status even before you start working with them.

For instance, you can add insurance details during the client intake and gain a clearer perspective.

Is an Intake Form Template worth it?

Creating the right perfect business client intake form template requires looking at the project from a holistic view.

We understand that your intake form is the basic guide for the project you will provide for the client. for example, every well-structured, client intake form template should have:

  1. Citation data
  2. Closing dates
  3. Payment records
  4. Information about the new client
  5. Details about the client intake
  6. The client intake date
  7. basic overview and details of the project
  8. An estimated completion period for the project
  9. A clear logical sequence to create forms

These tips can help you correctly choose a template that meets your company standards and helps you collect better client information.

Bottom Line

Intake forms are a great option for businesses that want to gain quick information about their prospects and professionals.

You can use an online intake form builder or a designated program, or use the tips we have mentioned for picking the right intake form for your clients.

Creating an intake form based on these templates can give you a clearer idea of the elements you should or shouldn't add to the client intake form.

The client intake form should also provide you with an easier option to filter out unwanted companies from the list.

If you still have more queries about client intake forms, or how to create the right ones targetted towards your specific company requirements, you can find details

Frequently Asked Questions
Questions about this template.