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

New Client Request Form 2026

Efficiently gather essential details from new clients to understand their needs and initiate service provision with this streamlined request form.

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Try the conversation below to see how this template works

Trusted by over 10,000 customers and growing

40K+

Conversations Started

300K+

Questions Answered

10K+

Forms Created

This template is ideal for

Businesses of all sizes

Whether you're a small startup or a large enterprise, this form helps standardize and professionalize your client intake process.

Service providers & agencies

Ideal for consultants, marketing agencies, or freelancers to collect project requirements and essential contact details from new clients.

Sales and marketing teams

Capture leads effectively and gain early insights into prospective client needs, facilitating a smoother sales cycle.

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

AI-Powered

Generate your own custom form with AI

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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Stop losing insights to outdated forms.

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Welcome to Our Client Request FormPlease provide us with some information about your needs. This will help us understand how we can best assist you.
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