Your checklists (
0
)
AI Checklist Generator
From the makers of
Manifestly Checklists
Sign in
Email address
Email me a magic link
Home
> Client Intake Checklist
Client Intake Checklist
Preliminary Information
Gather basic client information (name, contact details, etc.)
Confirm preferred method of communication
Note any immediate concerns or needs
Background Information
Collect demographic information (age, gender, occupation)
Request relevant history (medical, legal, financial, etc.)
Assess previous service experiences (if applicable)
Goals and Objectives
Discuss client’s short-term goals
Identify long-term objectives
Clarify expectations from the service provider
Documentation Requirements
List necessary identification documents
Request any relevant paperwork (contracts, legal documents)
Inform client about confidentiality agreements
Financial Considerations
Discuss pricing structure and payment methods
Review insurance information (if applicable)
Explain any potential additional costs
Next Steps
Outline the timeline for services
Schedule follow-up appointments as needed
Provide contact information for future inquiries
Client Consent
Review consent for services
Obtain signature for agreement and terms
Ensure client understands their rights and responsibilities
Download CSV
Download JSON
Download Markdown
Use in Manifestly
Use in Manifestly