Form · Business
Client information form template
Built for agencies and freelancers to send once a client signs, so kickoff doesn't start with a week of emails. It records who approves work and which accounts you'll need access to, asks for a separate billing contact only when someone else pays the invoices, and gathers everyone else on the project in one repeating list.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Welcome aboard! A few details now saves a lot of back and forth later. It takes about five minutes.
Who will be our main contact?
What is your role or job title?
What is the company's legal name?
What is the company website?
What is the company's registered address?
Do you have a tax or VAT number we should put on invoices?
Which industry are you in?
Who has the final say when work needs approving?
Which of these will we probably need access to?
Should invoices go to you?
Who should receive invoices?
What is their email address?
Do invoices need a purchase order number?
Who else should we keep in the loop on the project?
How do you prefer to hear from us?
Anything else we should know before we start?
Ends with
All set, thank you 🙌
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Short text
Website
Address
Short text
Dropdown
Short text
Multi select
Yes / No
Short text
Short text
Field group
Multi select
Long text
What this template uses
- Contact info
- Short text
- Website
- Address
- Dropdown
- Multi select
- Yes / No
- Field group
- Long text
- 2 branches
Questions to consider
- Which details do you need on invoices and contracts in your country, such as a tax number or registered address?
- Do clients often have a separate finance team, and do their invoices need a purchase order number?
- Is one approver enough, or do your projects usually need sign-off from legal or a second manager too?
- Which accounts and files do you chase after kickoff? Those belong in the access question's options.
How to use the responses
Copy the answers into your client records as soon as they arrive, and check the legal name and address against the signed contract. Set up invoicing from the billing answers, including any purchase order number, so the first invoice is not bounced back. Send access requests for every account the client ticked before kickoff, agree review rounds with the named approver, and add everyone from the other-contacts list to project updates on the channels the client picked.
How to customize and share it
- 1Change the access options to the accounts and files your kind of work depends on, and edit or remove the industry question.
- 2Add anything else you always need at kickoff, such as a file upload for brand guidelines or a question about key deadlines.
- 3Send the link in your welcome email right after the contract is signed, and open each response in the dashboard before kickoff.
Frequently asked questions
What should a client information form include?
The main contact, the company's legal name and address, who approves work, which accounts you will need access to, the billing contact and invoice requirements, other people on the project, and how the client likes to communicate.
When should I send a client information form?
Right after the client agrees to work with you and before kickoff. That way invoicing and communication are sorted before the work starts.
Is a client information form the same as a client intake form?
They overlap. An intake form usually asks about goals and the project itself, while this one collects the practical details you need to work with and bill the client.
Should a client information form ask for passwords or logins?
No. Ask which accounts you will need, as this form does, and set up access through each tool's own sharing or user invites. Passwords sitting in form responses are a risk to you and the client.