Why It's Necessary for Every Client to Fill Out an Intake Form
Client intake forms serve important purposes that benefit both the client and the business. We explain why having every client complete one is a necessity.
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When Should the Client Intake Form be Started?
Determining the ideal time to have new clients begin the intake process can streamline onboarding and lead to better outcomes.
What Information Does the Client Intake Form Gather?
A client intake form gathers important background information to help inform the services provided.