New Client Intake Kit | Fillable & Printable PDF

Capture contact details, requested work, scope questions and follow-up actions.

A six-page fillable and printable PDF designed for service businesses.

Includes:

- Quick-start instructions and use terms

- A completed fictional example

- Opening and control sheet

- Reusable main log

- Detail and review worksheet

- Continuation sheet

- Collect only information needed for the enquiry.

- Confirm the client's authority to supply materials.

- Discuss scope and fees before treating an enquiry as authorized work.

- Confirm the information-transfer method before receiving sensitive records.

Canadian edition: letter-size pages, YYYY-MM-DD dates and CAD amount fields where relevant. Real interactive PDF text fields and checkboxes; no additional account required. Use a PDF reader supporting AcroForms, save a separate copy and reopen it to verify saved entries. Fields have visible-length limits; use the continuation sheet for longer entries. All calculations are entered manually. Typed names are not digital signatures.

Digital PDF download only; no physical item. Licensed for your own household or internal business use, including sharing completed forms for that purpose. Blank templates may not be resold or redistributed. Organizational worksheets, not government forms or professional advice. Published by DCS Group. Price: CAD $5.00.