Consulting Client Intake Form Template

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

Consulting Client Intake Form Template

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


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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.

Consulting Client Intake Form Template

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

Consulting Client Intake Form Template

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

Whether you are starting out as a consultant or already established, it is your responsibility to offer professional advice, assistance, and support to clients at critical times. In order to do this, you must first fully understand their present circumstances, challenges, as well as their expectations for the future. However, many clients find it difficult to express or justify their own perspectives on the issue, particularly if it's their first time speaking with you. So how can you gather all the necessary information before you decide to work with a client or even sign a consulting agreement?

Implementing client intake forms—which you could even distribute before you first meet with new clients—is a fantastic solution to this issue. Intake forms create a uniform, quantifiable, and engaging framework for maximizing your clients' experience while saving you time. You can draft your own consulting client intake form template which can be easily filled out with client-specific information when you're ready to use it.

If you need help creating your own template, let's go over some of the main aspects to include and give you some example questions to get you on the right path.

Note: Streamline your client onboarding process with Bonsai's form builder. You can easily create online forms and share them directly with your clients via email, URL link or have them embedded to your business website to boost lead generation! Try a 14-day free trial today.

Top Questions to Ask Your Potential Clients

The specific questions you choose for your intake form may vary depending on the type of consulting services you offer. However, regardless of your target niche, there are some critical elements to consider when creating your own template. These can be broken down into four categories: consulting expectations, company and industry insights, current challenges, and objectives.

Let's dig a little more into each of these points and provide you with the best questions to help you gather the most relevant information.

Consulting Expectations

The first step is to determine the client's major reason for hiring a consultant and what they expect to gain from working with you. You may also ask whether they have previous experience working with consultants or what tactics they have attempted in the past to handle their challenges. This will assist you in creating objectives and criteria for your new consulting client relationships as well as finding a fresh approach to deliver the best results.

Here are some questions you can consider adding to your client intake form templates.

- Have you ever worked with a consultant?

- What do you expect to gain from my consulting services?

- Have you explored any other alternatives? If so, which ones and how did that work for you?

- How do you want to accelerate your development?

- How do you assess your own effectiveness?

- Please describe any previously established needs for the framework of the consultation.

- Do you have any questions for me?

Company and Industry Insights

Another crucial consideration is the type of company for which you will be working. Try to get a thorough description of your client's business including their branding, target audience, competitors, products and services offered as well as corporate values. This can immensely help you determine whether you are a suitable fit for them.

Try including some of the following questions to learn more about your new client.

- Please provide the company name and size.

- Are you a product or service based business?

- What kinds of services or goods do you provide?

- Who are your top 5 competitors?

- What sets your company apart from the competition?

- Please describe your ideal clients (demographics, interests, and income)

- How long has your company been operating?

- What do you regard to be the key values of your organization?

- Does your organization, team, or board welcome or oppose change?

Current Challenges

If you want to accurately measure improvement, you must first understand where your client is currently standing in regards to challenges and areas of opportunities. Include a set of questions to learn more about the problem they are attempting to tackle and gain some understanding of how successfully the company is currently managing its projects and other associated procedures.

The following questions can help you dig deeper into your client's current situation.

- What difficulties are you presently encountering in your business?

- What in your opinion is causing low productivity in your company?

- Can you provide background on the situation you're trying to resolve?

- Are there any actions being taken by you or your team that might be preventing the accomplishment of this objective?

- How are other people in your organization affected by this situation?

- In what areas of the company are things currently working well? Where are they lacking?

- Do financial restrictions prevent you from working effectively?

- How ready do you think your business is to introduce change?


To fully understand your client's goals for the consulting relationship, delve into any significant figures or deadlines that you should be aware of. You may also ask them for suggestions on what solutions you might apply to help them realize results. Customer satisfaction depends on achieving these goals, therefore you must gather all the necessary data to determine whether or not you can assist this client.

These questions should assist you in understanding your client's objectives:

- What areas of your business do you wish to change?

- What are your top priorities for this consulting project?

- What is your primary goal for the forthcoming fiscal year?

- Does this project have a deadline? Are there any specific milestones in between?

- What would you fix if you could only change one thing?

- What are some of the trade-offs you might consider while deciding what you want for the future?

- What do you think the impact of your actions resulting from the consulting process will be?

Improve Your Client Intake Process With Bonsai

Need help making your intake process more efficient? Bonsai's all-in-one product suite is your best bet! We offer multiple administrative tools to help you streamline, save time and streamline your paperwork without compromising quality. Our lightweight form builder allows you to create your own intake forms to collect information and new leads, allowing you to add your own company logo as well as customize form fields to your liking.

We also offer tons of legally-vetted templates for client intake, business proposals, quotes contracts and invoices. Furthermore, Bonsai can help with client and project management, payment processing, taxes and accounting. You can even apply to get your own fuss-free checking account and manage all of your business finances in the same platform.

Sign up for your 14-day free trial today, and see why Bonsai is the go-to administrative platform for thousands of independent professionals in your industry!

Frequently Asked Questions
Questions about this template.

How do you create a client intake form?

Try Bonsai's software to create a professional-looking intake form in no time. Easily design documents and send them to onboard new clients. Claim a 14-day free trial today.

What is a client intake sheet?

A questionnaire used by a company to essentially onboard its customers is called a client intake form. It requests data from a customer that can assist an organization in determining whether a prospect is a good fit for its products and in developing a strategy to address the prospect's requirements, interests, and pain points.

What makes a good intake form?

While the questions you ask in your client intake form may differ, when you create your own, you should ensure that it is simple, quick, to the point, easy to fill out, and gets all the valuable information you need.