Who this checklist is for
Consultants and service teams starting a new client engagement.
Free template · 10 checklist items
Client Information Request Template
Ask for the answers you need before work begins. This client information form separates contact details, the service requested and supporting evidence, so a client knows what to answer and what to upload.
No signup required. Edit the CSV in Excel, Google Sheets or another spreadsheet.
Before you send it
Start with the decision your team needs to make. Remove questions that do not affect it, and name a person who can clarify any unclear answers. Do not request identity evidence just because the template has room for a file.
What to include in the request
These are starting points to adapt, not universal requirements. The CSV contains the same items and instructions as this preview.
| Section | Item | Format | Provided by | When to request | Instructions |
|---|---|---|---|---|---|
| Contact | Client or organisation name | Short answer | Main contact | At the start | Use the name your team will recognise on the case. |
| Contact | Contact email and phone | Email / phone | Main contact | At the start | Identify who should receive questions and updates. |
| Contact | Role in the organisation | Short answer | Main contact | For a business client | Clarify whether this person can supply company information. |
| Service | Service or support requested | Multiple choice | Main contact | At the start | List your actual services rather than a generic description. |
| Service | What outcome are you looking for? | Long answer | Main contact | At the start | Ask for the result the client needs and the relevant background. |
| Service | Relevant period or target date | Date / short answer | Main contact | When time matters | Specify the year, project period or deadline. |
| People | Other people involved | Long answer | Main contact | For a shared case | List names and roles. Invite each person separately if they must supply their own information. |
| Evidence | Supporting records | File request | Document owner | Only if needed for the service | Replace this label with the exact document and period required. |
| Context | Anything that needs explanation | Long answer | Main contact | Optional | Let the client explain an unusual situation without uploading unrelated files. |
| Confirmation | Information accuracy confirmation | Checkbox | Main contact | Before submission | Use wording appropriate to your service and explain how to correct a mistake. |
Use this template in Intaky
Create sections for contact details, service requirements and supporting documents in the form builder. Add only the questions your team needs. The CSV is a planning checklist; recreate or adapt its fields in Intaky.
After setup, share your application link. Applicants access their own checklist through an email link with no password to create. Your team reviews the submitted answers and files and requests corrections on the items that need them.
Put the checklist into practice
Turn the checklist into a client request.
Create your workspace, adapt the questions and file requests, and collect the answers in one place.
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