> ## Documentation Index
> Fetch the complete documentation index at: https://filla.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Intake Form

> Collect new client contact details, project needs, and budget before a first meeting.

<Card title="Try this template" icon="external-link" href="https://app.filla.io/forms/VMl7Ujg9O7qtIAuNPNezp">
  Open a live version of this template to see it in action.
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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**:

1. **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.
2. **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.
3. **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

## Styling

This template uses the **Client & Business Operations** theme: a blue accent color with Inter font, light slate background, and rounded buttons. Clean and professional without being sterile.