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Client Intake

New Client Information Form 2026

A New Client Information Form is an essential tool for businesses looking to efficiently gather vital details from prospective clients. This form streamlines the process of collecting basic contact information, understanding client needs, and identifying their motivations for engaging with your services or products. Designed for various business types, from local establishments like restaurants and auto repair shops to professional services, it helps build a foundational client database. Easily customizable, this digital form allows you to tailor fields to your specific requirements, ensuring you capture all necessary information without any coding. By embedding it directly onto your website, you can seamlessly integrate client intake into your online presence, fostering better client relationships from the very first interaction.

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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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Stop losing insights to outdated forms.

Try the world's first AI-native form and turn every response into action instantly.

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