Professionals ask clients the same questions again and again. I would rather ask once, in a form, with the answers in a list. These templates cover intake, requests, referrals and feedback. They are forms, not legal or tax advice.
What these forms do for accountants, lawyers and consultants
- Intake forms collect the facts you check first.
- Request forms keep quotes and meetings in order.
- Feedback forms ask for a rating and a few words.
Start with these
- Customer satisfaction survey: A customer satisfaction survey (CSAT) for one purchase or visit: five ratings, what went well, what to fix first and whether they will buy again.
- Proposal request form: A proposal request template for clients: company, goals, scope, budget, deadline and decision date, so an agency can reply with a proposal that fits.
- Customer complaint form: A customer complaint form: what happened, which order, when, how serious it is and what would put it right. Share one link and read every complaint as CSV.
- Referral form: A referral form for professionals and businesses. Collect who is referring, who is referred, how to reach them, the reason and consent to contact, in one CSV.
- Quote request form: A quote request form for trades, consultants and agencies. Prospects describe the job, budget range, deadline and who decides, so you can answer with a real quote.
- Client feedback form: A client feedback form template for project work: ratings for communication, quality and timing, what worked, what to fix and permission to be a reference.
More forms for accountants, lawyers and consultants
- Booking request form
- Client intake form
- Client onboarding form
- Coaching intake form
- Data access request form
- Financial planning form
- Meeting request form
- Month end checklist
- Tax organizer template
- Translation quote template
One tip
Leave out tax and government ID numbers. Collect those through the secure tool your profession already uses.
Your AI or theirs
Your AI agent can create any of these forms and hand you the link. The people who fill it can use their own AI too. Read how that works in agent-fillable forms. Looking for a different trade? See all industries or browse every template.
Questions
Is this secure enough for client files?
AI Form API stores responses so you can export them. Do not ask for numbers that need special protection, and check your own professional rules.
Can a client use their own AI?
Yes. The AI asks what is missing, shows the answers and sends after a yes.
Can I export the intake to my system?
Yes. Download responses as CSV or JSON.