Client onboarding form templates
7 free client onboarding form templates you can preview without an account. They span Finance, Insurance & Tax, Healthcare, Legal & Specialized, Card Forms use cases and average around 13 questions each, so most teams find one that only needs light editing. Open any template to see every question it asks, the conditional logic it ships with, and the layouts it supports — then publish it on your own link, embed it on your site, or share it by QR code. Submissions land in your HelloForms inbox with email notifications, exports and analytics from the first response.
7 templates for “client onboarding form”
Client Onboarding Questionnaire
Agency intake layout for project context and secure credential collection.
🩺 Healthcare, Legal & Specialized20 questionsView templateNew Client Onboarding Card
Guided identity and account setup card that replaces a dense KYC-style intake sheet.
🃏 Card Forms9 questionsView templateTax Return Client Intake
Annual accountant intake collecting income sources, expenses and supporting documents.
💰 Finance, Insurance & Tax14 questionsView templateFinancial Goals Discovery Card
Warm advisor discovery flow: goals, horizon and risk appetite, one question per screen.
💰 Finance, Insurance & Tax7 questionsView templateInsurance Claim Submission
Structured first-notice-of-loss claim with incident detail, evidence upload and declaration.
💰 Finance, Insurance & Tax16 questionsView templateInvoice Payment Card
Card-style invoice settlement flow with reference, amount and remittance preferences.
💰 Finance, Insurance & Tax9 questionsView templateMortgage Pre-Qualification
Affordability pre-check capturing income, deposit, commitments and property target.
💰 Finance, Insurance & Tax13 questionsView template
Frequently asked questions
- Are these client onboarding form templates free?
- Yes. Every client onboarding form template on this page is free to preview and free to use on the Starter plan, including your own public form link and email notifications on each submission.
- Which client onboarding form template should I start with?
- Client Onboarding Questionnaire is the closest match for this search — it has 20 ready-made questions. If it asks for more than you need, delete any question in the builder; nothing is locked.
- Can I change the questions on a client onboarding form template?
- Every question is editable. Rename labels, mark fields required or optional, add conditional logic so follow-up questions only appear when they are relevant, and restyle the form to match your brand.
- How do I collect responses?
- Publish the form and share its link, embed it in a page, or print its QR code. Responses appear in your inbox in real time and can be exported to CSV or PDF at any time.