What should a client onboarding form include?

It should capture client and contact details, project goals, scope and budget expectations, and any assets or access you’ll need. This template covers those sections.

Can I keep completed forms with the client’s records?

Yes. Documintly keeps documents organized by client, so onboarding details stay connected to the right account.

Can I reuse the form for every new client?

Yes. Saving creates a new document from the template, so you can reuse the same structure for each onboarding.

Forms

Client onboarding form template

Collect everything you need to start a new client relationship with a clear onboarding form you can customize, share securely, and keep on file.

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Template library

Proposal

Contract

Invoice

NDA

Receipt

Quote

What this template is used for

A client onboarding form gathers the key information you need before starting work — contact details, project goals, and preferences. It gives every engagement a consistent, professional start.

With Documintly you can tailor the form, share it securely, and keep the completed details linked to the right client.

Key sections typically included

Client and company details
Primary contact and communication preferences
Project goals and background
Scope, budget, and timeline expectations
Required assets, access, or logins
Notes and next steps

Why use this template

Start every client relationship the same, professional way
Collect the details you need before work begins
Reduce back-and-forth at kickoff
Keep onboarding details organized by client

When to use it

New client kickoff

Gather goals, scope, and contact details before the first meeting.

Agency onboarding

Standardize how every new account gets set up.

Project intake

Collect requirements and assets needed to begin work.

How it works

Using this template in Documintly

Start from the template, make it yours, and send it — all in one workspace.

1
Open the template
Start from this ready-made template in the Documintly template library — no blank-page guesswork.
2
Customize the details
Edit text, add your business and client details, mask anything sensitive, and drop in a signature or QR code where you need one.
3
Save as your own document
Saving creates a new document from the template, so the original stays untouched and reusable for next time.
4
Share and track
Send it through a secure link and get notified the moment your client views or downloads it.

FAQ

Questions about the client onboarding form template

Related templates & tools

Client managementKeep onboarding details and documents organized by client.Project proposal templateTurn onboarding insights into a tailored proposal.Business service agreement templateFormalize the relationship after onboarding.

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