Documentation Index
Fetch the complete documentation index at: https://filla.io/docs/llms.txt
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What this template is for
The Client Intake Form is designed for freelancers, agencies, and consultants who need to gather essential information from new clients before a kickoff meeting. It walks the client through providing their contact details, describing their project, and sharing budget and timeline preferences — all in a structured, multi-page flow that feels professional and easy to complete.Suggested Airtable fields
You will want a table with fields covering:- Contact information — name, email, phone, company name, and website
- Industry — a single select with common industries like Technology, Healthcare, Finance, etc.
- Referral source — how the client found you (Google Search, Referral, Social Media, etc.)
- Referral name — a text field for the name of whoever referred them
- Services needed — a multi-select for offerings like Web Design, SEO, Content Writing, Branding
- Project description — a long text field for the client to describe their project in detail
- Budget range and timeline — single selects with predefined ranges
- Brand assets — a checkbox for whether they have existing materials, plus a text field for details
- Additional notes — a catch-all long text field
Form structure
This template uses 3 pages:- About You — Contact details (name, company, email, phone, website), industry selection, and a referral source question. If the client selects “Referral,” a follow-up field appears asking for the referrer’s name.
- Your Project — Services needed (checkbox cards), project description, budget range, and timeline. A collapsible group at the bottom lets clients optionally describe existing brand assets and add any additional notes.
- Thank You — Personalized confirmation using the client’s name and email, with an option to submit another response.
Features highlighted
- Multi-page layout with progress bar
- Conditional logic — referral name field appears only when “Referral” is selected; brand assets description appears only when the checkbox is checked
- Collapsible groups for optional sections (brand assets, additional notes)
- Personalized thank-you page using dynamic variables from submitted fields
- Confirmation email sent automatically on submission