Client Intake Form
Collect the right information before a first meeting so both sides come prepared
Why people pay for this
It saves 15-30 minutes per new client and makes the professional look organized before the first meeting even starts.
Target Audience
Consultants, therapists, financial advisors, lawyers, accountants, coaches
Suggested Price
$49/year
Est. Build Time
1-3 days
What This Is
A structured intake form that professionals send to new clients before their first meeting. It collects relevant background, goals, and logistics so the first session is productive instead of spent gathering basic info. The form is branded, mobile-friendly, and generates a summary the professional can review before the meeting.
Every professional who works with clients one-on-one has this problem: the first meeting is mostly logistics and background questions. An intake form saves 15-30 minutes per new client and makes the professional look organized. The person who builds this has an edge if they know what questions actually matter in their field.
How to Make Yours Different
Make it field-specific. A therapy intake form asks about mental health history and insurance. A financial advisor intake asks about assets, debts, and retirement goals. Generic form builders don't know this
Include a "summary view" that organizes the client's responses into a one-page brief the professional can scan in 60 seconds before the meeting
Add conditional logic: if the client selects "business owner," show business-specific questions. If they select "individual," skip those
Let the professional customize their branding (name, logo, colors) so the form looks like it came from their practice, not a generic tool
The Starter Prompt
Copy this into your vibe coding tool. Customize the [bracketed sections] with your industry knowledge.
Build me a professional client intake form web app for [YOUR PROFESSION]. Here's what I need: **Core Features:** - A clean, multi-step form that collects client information before a first meeting - Steps should be: 1) Basic Info (name, email, phone, how they heard about you), 2) Background (relevant history for [YOUR PROFESSION]), 3) Goals (what they want to accomplish), 4) Logistics (availability, budget range, preferred communication method), 5) Review & Submit - A settings panel where the professional enters their name, practice name, and contact info (this appears in the form header) - After submission, display a formatted summary that the professional can print or save - Add conditional fields that appear based on previous answers (e.g., if client is a business owner, show business-related questions) **Design:** - Clean, calming design — clients filling this out may be nervous (especially for therapy, legal, or financial contexts) - Progress indicator showing which step they're on - Mobile-first design — most clients will fill this out on their phones - Professional typography, plenty of white space, soft colors **Technical:** - Single HTML file with embedded CSS and JavaScript - All form data stored locally (no server needed) - Smooth transitions between steps - Form validation with helpful error messages (not just red borders) **Field-specific requirements for [YOUR PROFESSION]:** - Include questions that a [YOUR PROFESSION] would actually need answered before a first meeting - Use appropriate language for the field (avoid jargon clients wouldn't understand) - Include any standard disclaimers or consent checkboxes required in [YOUR PROFESSION]
Got the prompt? You're halfway there.
Build it, test it on a real scenario, then come back to list it.
Pricing Guidance
$49/year
Annual subscription. The form stays current with industry changes, and you can add new conditional fields and integrations over time.
This saves 15-30 minutes per new client. At just 2 new clients monthly, the annual cost pays for itself in the first month. Annual subscriptions let you roll out improvements like new compliance questions or integration with booking tools.
AppGild takes a flat 20% commission. Monthly or annual subscriptions give your buyers ongoing value and give you recurring revenue, a win for everyone.
Getting Started
Pick a specific profession you know — ideally one you work in or have worked in
Write down the 10-15 questions you'd actually want answered before meeting a new client
Note which questions should be conditional (only appear based on previous answers)
Build the first version using the prompt above
Send it to a colleague in the field and ask them what's missing or unnecessary
Adjust and list on AppGild
Ready to build this?
Copy the prompt, open your building tool, and start. When it's ready, list it on AppGild and start reaching buyers.