Client Intake & Contracting
Client Intake & Contracting

Professional onboarding, before the first session

Digital intake forms, therapy contracts, and policy documents that clients can complete online. Paperless onboarding that makes a great first impression.

See it in action

A preview of what your experience looks like.

practicewize — Client Intake Form

New Client Intake

Please complete the form below before your first session.

Sarah Mitchell
sarah.m@email.com
14/03/1988
Dr. Williams — Elm Practice

Client Signature

Signed 26 Mar 2026, 10:42 AM
Completed

What you get

Everything you need, nothing you don't.

Digital intake forms

Collect client details, medical history, and consent before the first appointment.

Therapy contracts

Create and send professional contracts with customisable templates.

Digital signatures

Clients sign contracts online — no printing, scanning, or posting required.

Policy documents

Share cancellation policies, confidentiality agreements, and practice information.

Automatic reminders

Clients receive gentle reminders to complete outstanding documents.

Secure storage

All completed forms and signed contracts are stored securely in the client record.

Ready to get started?

30 days free, no credit card required. Every feature included.