Free new client intake form template for therapists — collect contact details, chief concern, background and therapy goals in one structured, customizable form.
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Free new client intake form template for therapists — collect contact details, chief concern, background and therapy goals in one structured, customizable form.
Disclaimer: this template is an administrative starting point for licensed therapists and counselors. It is not medical, psychological or legal advice; adapt the wording to your practice, scope and local requirements.
Content note: sample fields are illustrative — review every item with your supervisor or legal guidance before client-facing use.
Before a first session you need more than a name and a phone number — you need the chief concern in the client's words, how long it has lasted and what they want to change. This intake form structures those sections so clients complete it at their own pace before arriving, answers land in your private workspace, and the opening minutes of session one become therapy rather than paperwork.
Fillable sample form preview (live once the app is published).
The contact, chief concern, history and goal sections.
Name, preferred name, DOB and emergency contact in one block.
Prewritten questions that capture why the client is seeking therapy now.
Prior care, current support and what the client wants from therapy.
Answers arrive in your workspace before the first appointment.
From copy to a completed intake in four steps.
One-click import of the intake form and its field layout into your workspace — free.
Add insurance, guardian or waitlist items; remove anything you do not collect.
Share the link or QR at booking so answers are ready when the client arrives.
Open the completed intake in your dashboard and walk into the session informed.
Who uses it — solo therapists, group practices or managers.
Stop re-asking basics at every first session; review intake answers beforehand.
Standardize one intake across clinicians and keep records consistent.
Route completed intakes to the right clinician before scheduling.
What makes this intake form start sessions informed.
A preview of the real fields — adjust wording, options and length to your own intake workflow.
