What is Client Intake in the context of airSlate SignNow?

Client Intake refers to the process of collecting essential information from clients before providing services. With airSlate SignNow, businesses can streamline their Client Intake process by creating customizable forms and documents that clients can easily fill out and sign, ensuring all necessary information is gathered efficiently.

How does airSlate SignNow improve the Client Intake process?

airSlate SignNow enhances the Client Intake process by allowing businesses to automate document workflows. This means that once a client submits their information, the signed documents are automatically routed to the relevant team members, reducing manual work and speeding up the onboarding process.

Is airSlate SignNow cost-effective for Client Intake solutions?

Yes, airSlate SignNow offers a cost-effective solution tailored for Client Intake needs. With flexible pricing plans, businesses can choose the option that best fits their budget while benefiting from robust features designed to optimize document management and client interactions.

What features does airSlate SignNow offer for Client Intake?

airSlate SignNow provides a range of features specifically for Client Intake, including customizable templates, eSignature capabilities, and real-time tracking of document status. These features help businesses ensure that they capture all necessary client information accurately and efficiently.

Can airSlate SignNow integrate with other software for Client Intake?

Absolutely! airSlate SignNow seamlessly integrates with a variety of third-party applications, enhancing your Client Intake process. Whether you need to connect with CRM systems, document storage solutions, or other productivity tools, airSlate SignNow can streamline your workflows and improve overall efficiency.

How secure is the Client Intake process with airSlate SignNow?

Security is a top priority for airSlate SignNow. The platform employs advanced encryption and compliance measures to ensure that all Client Intake documents are handled securely, protecting sensitive client information from unauthorized access.

Can I customize Client Intake forms in airSlate SignNow?

Yes, you can fully customize your Client Intake forms in airSlate SignNow. The platform allows you to design forms that suit your specific needs, including adding fields for signatures, checkboxes, and dropdowns, making it easy for clients to provide the required information.

Client Intake Form: Pre-built template

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Open the document and fill out all its fields.

Apply your legally-binding eSignature.

Save and invite other recipients to sign it.

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PROPOSED CLIENT INTAKE SHEET DATE:__________________________ PERSONAL INFORMATION FULL NAME: __________________________________________________________________ SOCIAL SECURITY NUMBER:_______________________ BIRTHDATE: ___________ CITIZENSHIP: ______________ MARITAL STATUS:__________ HOME ADDRESS: ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ COUNTY OF RESIDENCE: ___________________________________ HOME TELEPHONE: (______) __________-______________ HOME FACSIMILE: (______) __________-______________ OTHER CONTACT#: (______) __________-______________ HOME E-MAIL: ________________________________ OCCUPATION: ______________________________________ EMPLOYER: ______________________________________ BUSINESS ADDRESS: _____________________________________________________ _____________________________________________________ BUS TELEPHONE: (______) __________-______________ BUS FACSIMILE: (______) __________-______________ OTHER CONTACT#: (______) __________-______________ BUSINESS E-MAIL: _________________________________ - 1 - SPOUSE'S INFORMATION FULL NAME: __________________________________________________________________ SOCIAL SECURITY NUMBER:_______________________ BIRTHDATE: ___________ - 2 - NATURE OF LEGAL MATTER Please describe the reason for you need for legal assistance. Facts should include who, what where, when information. Please attach additional sheets if necessary. _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ WITNESSES – OTHER PARTIES - 3 - Please list all witnesses and other persons having knowledge of facts relevant to you legal matter. NAME RELATION ADDRESS WITNESS _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ _______________ ____________ ________________________ __________ ________________________ ________________________ _______________ ____________ ________________________ __________ ________________________ - 4 - PROPOSED DEFENDANTS If you legal matter involves a potential defendant, please provide name and address. NAME ADDRESS _________________________ ____________________________ ____________________________ ____________________________ WORK ADDRESS ______________________________ ______________________________ ______________________________ OTHER MATTERS Please state any other matters relevant to your case that you would like to state. _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Please bring this Intake sheet with you to your appointment. - 5 -

Valuable advice on preparing your ‘Client Intake’ online

Are you fed up with the inconvenience of handling paperwork? Look no further than airSlate SignNow, the premier electronic signature tool for individuals and small to medium-sized businesses. Bid farewell to the tedious process of printing and scanning documents. With airSlate SignNow, you can easily complete and sign paperwork online. Take advantage of the robust features embedded in this user-friendly and cost-effective platform and transform your document management approach. Whether you need to approve forms or gather signatures, airSlate SignNow manages it all seamlessly, with just a few clicks.

Follow this comprehensive guide:

Log in to your account or register for a complimentary trial with our service.
Click +Create to upload a file from your device, cloud storage, or our template library.
Open your ‘Client Intake’ in the editor.
Click Me (Fill Out Now) to prepare the form on your end.
Add and assign fillable fields for others (if necessary).
Continue with the Send Invite settings to solicit eSignatures from others.
Save, print your copy, or transform it into a reusable template.

No need to worry if you wish to collaborate with your colleagues on your Client Intake or send it for notarization—our solution provides you with everything necessary to perform such tasks. Create an account with airSlate SignNow today and elevate your document management to a new level!

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact Support

The best way to complete and sign your client intake form

Save time on document management with airSlate SignNow and get your client intake form eSigned quickly from anywhere with our fully compliant eSignature tool.

How to fill out and sign forms online

Previously, dealing with paperwork took lots of time and effort. But with airSlate SignNow, document management is quick and easy. Our powerful and user-friendly eSignature solution lets you effortlessly fill out and eSign your client intake form online from any internet-connected device.

Follow the step-by-step guide to eSign your client intake form template online:

1.Sign up for a free trial with airSlate SignNow or log in to your account with password credentials or SSO authentication.
2.Click Upload or Create and import a form for eSigning from your device, the cloud, or our form catalogue.
3.Click on the document name to open it in the editor and utilize the left-side toolbar to complete all the empty fields accordingly.
4.Drop the My Signature field where you need to eSign your form. Type your name, draw, or upload an image of your regular signature.
5.Click Save and Close to accomplish editing your completed form.

As soon as your client intake form template is ready, download it to your device, save it to the cloud, or invite other parties to eSign it. With airSlate SignNow, the eSigning process only takes a few clicks. Use our powerful eSignature solution wherever you are to deal with your paperwork successfully!

How to complete and sign paperwork in Google Chrome

Completing and signing documents is easy with the airSlate SignNow extension for Google Chrome. Adding it to your browser is a quick and efficient way to manage your paperwork online. Sign your client intake form template with a legally-binding electronic signature in just a couple of clicks without switching between applications and tabs.

Follow the step-by-step guide to eSign your client intake form template in Google Chrome:

1.Navigate to the Chrome Web Store, find the airSlate SignNow extension for Chrome, and install it to your browser.
2.Right-click on the link to a document you need to approve and choose Open in airSlate SignNow.
3.Log in to your account using your credentials or Google/Facebook sign-in buttons. If you don’t have one, you can start a free trial.
4.Use the Edit & Sign toolbar on the left to complete your sample, then drag and drop the My Signature field.
5.Add a picture of your handwritten signature, draw it, or simply enter your full name to eSign.
6.Make sure all data is correct and click Save and Close to finish editing your paperwork.

Now, you can save your client intake form sample to your device or cloud storage, send the copy to other individuals, or invite them to electronically sign your document via an email request or a secure Signing Link. The airSlate SignNow extension for Google Chrome enhances your document processes with minimum time and effort. Try airSlate SignNow today!

How to fill out and sign forms in Gmail

When you receive an email with the client intake form for approval, there’s no need to print and scan a document or save and re-upload it to a different program. There’s a better solution if you use Gmail. Try the airSlate SignNow add-on to quickly eSign any documents right from your inbox.

Follow the step-by-step guide to eSign your client intake form in Gmail:

1.Navigate to the Google Workplace Marketplace and find a airSlate SignNow add-on for Gmail.
2.Set up the tool with a related button and grant the tool access to your Google account.
3.Open an email with an attached file that needs signing and utilize the S key on the right panel to launch the add-on.
4.Log in to your airSlate SignNow account. Opt for Send to Sign to forward the document to other parties for approval or click Upload to open it in the editor.
5.Put the My Signature option where you need to eSign: type, draw, or upload your signature.

This eSigning process saves efforts and only requires a couple of clicks. Utilize the airSlate SignNow add-on for Gmail to adjust your client intake form with fillable fields, sign paperwork legally, and invite other individuals to eSign them al without leaving your mailbox. Improve your signature workflows now!

How to complete and sign documents in a mobile browser

Need to quickly fill out and sign your client intake form on a mobile phone while working on the go? airSlate SignNow can help without the need to set up additional software applications. Open our airSlate SignNow tool from any browser on your mobile device and add legally-binding electronic signatures on the go, 24/7.

Follow the step-by-step guidelines to eSign your client intake form in a browser:

1.Open any browser on your device and follow the link www.signnow.com
2.Register for an account with a free trial or log in with your password credentials or SSO authentication.
3.Click Upload or Create and add a file that needs to be completed from a cloud, your device, or our form library with ready-made templates.
4.Open the form and fill out the empty fields with tools from Edit & Sign menu on the left.
5.Put the My Signature field to the form, then enter your name, draw, or upload your signature.

In a few simple clicks, your client intake form is completed from wherever you are. When you're done with editing, you can save the document on your device, create a reusable template for it, email it to other people, or ask them to eSign it. Make your paperwork on the go fast and efficient with airSlate SignNow!

How to complete and sign documents on iOS

In today’s business world, tasks must be done quickly even when you’re away from your computer. With the airSlate SignNow application, you can organize your paperwork and sign your client intake form with a legally-binding eSignature right on your iPhone or iPad. Install it on your device to close deals and manage documents from anyplace 24/7.

Follow the step-by-step guidelines to eSign your client intake form on iOS devices:

1.Open the App Store, search for the airSlate SignNow app by airSlate, and install it on your device.
2.Open the application, tap Create to add a template, and select Myself.
3.Opt for Signature at the bottom toolbar and simply draw your autograph with a finger or stylus to eSign the form.
4.Tap Done -> Save right after signing the sample.
5.Tap Save or use the Make Template option to re-use this document in the future.

This method is so straightforward your client intake form is completed and signed within a couple of taps. The airSlate SignNow application works in the cloud so all the forms on your mobile device remain in your account and are available any time you need them. Use airSlate SignNow for iOS to improve your document management and eSignature workflows!

How to complete and sign paperwork on Android

With airSlate SignNow, it’s simple to sign your client intake form on the go. Install its mobile application for Android OS on your device and start enhancing eSignature workflows right on your smartphone or tablet.

Follow the step-by-step guidelines to eSign your client intake form on Android:

1.Navigate to Google Play, find the airSlate SignNow application from airSlate, and install it on your device.
2.Sign in to your account or create it with a free trial, then add a file with a ➕ option on the bottom of you screen.
3.Tap on the uploaded file and select Open in Editor from the dropdown menu.
4.Tap on Tools tab -> Signature, then draw or type your name to electronically sign the form. Fill out empty fields with other tools on the bottom if necessary.
5.Utilize the ✔ key, then tap on the Save option to end up with editing.

With a user-friendly interface and total compliance with main eSignature standards, the airSlate SignNow app is the perfect tool for signing your client intake form. It even works without internet and updates all form modifications once your internet connection is restored and the tool is synced. Fill out and eSign documents, send them for eSigning, and make re-usable templates anytime and from anywhere with airSlate SignNow.