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  1. Home
  2. Templates
  3. Client Intake
  4. New Client Information Form
Client Intake

New Client Information Form 2026

Efficiently collect essential contact details and understand client needs with this customizable New Client Information Form, ideal for streamlining client intake.

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Trusted by over 10,000 customers and growing

40K+

Conversations Started

300K+

Questions Answered

10K+

Forms Created

This template is ideal for

Small Businesses & Entrepreneurs

Streamline your client onboarding process and gather essential contact and interest information efficiently.

Service Providers

Collect vital client details to better understand their needs and tailor your services from the initial point of contact.

Local Establishments

Easily capture customer information for bookings, inquiries, or service requests without requiring any coding expertise.

Why you are switching to AI forms.

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Smarter AI Forms, Built Effortlessly

AI builds and refines your form through natural conversation no templates, no complex logic, no coding. From a simple text prompt or URL, Dashform generates intelligent flows that adapt automatically.

Conversations That Understand Context

Dashform turns traditional form-filling into a two-way dialogue. The AI understands intent, remembers context, and asks relevant follow-up questions just like a real human conversation.

Better Data, Better Decisions

Every response is transformed into structured, meaningful, and ready-to-use data. Integrate with your favorite tools.

Powerful features included

Everything you need to create amazing forms

Smart Field Detection
Automatically detects and suggests the best field types for your data.
Real-time Validation
Validate responses as users type with instant feedback and error messages.
Multi-device Support
Forms work seamlessly across desktop, tablet, and mobile devices.
Advanced Analytics
Track form performance with detailed analytics and response insights.

Frequently asked questions

Everything you need to know about this template

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Don't see exactly what you need? Use our AI Form Generator to create a custom form in seconds. Just describe what you want, and AI will build it for you.

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Welcome, New Client!Thank you for your interest in our services. Please take a moment to provide us with some essential information so we can better assist you.
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