Identity
Full legal name, date of birth or business name, and a primary identifier such as email or client ID to ensure responses map to the correct account.
Recording preferences reduces disputes, speeds communications, and supports obligations such as consumer consent under the ESIGN Act and state electronic transactions laws. It creates a documented trail for customer-facing teams and helps meet accessibility and privacy commitments without adding legal complexity.
The form is appropriate for any industry with recurring client contact; fields can be tailored to sector-specific needs such as HIPAA consents in healthcare or lien waiver rules in construction.
Full legal name, date of birth or business name, and a primary identifier such as email or client ID to ensure responses map to the correct account.
Preferred channel (email, phone, SMS, postal), best contact times, and alternate contacts so teams follow client communication rules.
Language preference, interpreter requests, and format accommodations (large print, screen reader compatible documents) to meet accessibility and ADA considerations.
Invoice delivery method, electronic billing consent, and tax or payer identifiers required to route invoices and meet recordkeeping rules.
Explicit consent for electronic records, acceptance of ESIGN consumer disclosures where required, and any opt-outs for electronic delivery.
Options to permit or restrict sharing with affiliates, third parties, or subcontractors and any required privacy acknowledgements.
Martin Properties shifted to an online Client Preferences Questionnaire to streamline tenant onboarding and reduce in-person paperwork.
A medical practice added preferences to record contact methods and interpreter needs up front.
| Setting | Value |
|---|---|
| Authentication Method | Email link | SMS code or 2FA |
| Conditional Fields | Show fields only when relevant |
| Storage Location | Encrypted cloud | CRM attachment |
| Notifications | Email and optional SMS alerts |
Choose a solution that provides audit trails, role-based access, and secure long-term storage to meet operational and compliance needs.
Request clients return the form within 7 business days where possible
Allow 3–5 business days for validation and CRM updates
Prompt clients to confirm preferences at least once per year
Respond to client change requests within 30 calendar days
Flag incomplete or conflicting responses for manual follow-up
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Trial available | Trial available | Free limited plan | Free limited plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |