Client Intake & Engagement Forms
Intake form, worksheet, engagement letter and consent page
$9.99 $34.99 USD · one-time
Launch price until Dec 31. Save 71%
- Instant download
- Works with free Canva
- Secure checkout
Professional paperwork for a smoother first visit. A two-page client intake form, a dependents and documents worksheet, an engagement letter and a consent and acknowledgment page, in one clean blue layout with your logo on every page.
What’s included
- Client intake form, 2 pages
- Dependents and documents worksheet
- Engagement letter
- Consent and acknowledgment page
- Canva template links (works with a free Canva account)
- Sample wording only: have it reviewed for your state and practice
Format: US Letter, print or fill as PDF. Sample photos are AI-generated placeholders; replace them with your own.
Questions
How do I get my templates?
Right after checkout you download a PDF with your Canva template link. Open the link, sign in to Canva (a free account works) and a copy of the templates is added to your account.
Do I need Canva Pro?
No. The templates are built with free Canva elements and fonts. The sample photos can be replaced with your own photo in one click.
Can I change the colors, prices and text?
Yes. Everything is editable: text, colors, photos, prices and contact details. Print at home, at a print shop or post straight to social media.
How can I use them?
Use them for your own business or for one client business. You may not resell or share the templates themselves.
Can 911 Makers customize them for me?
Yes. Message us on WhatsApp and we will add your logo, photo and offer for you.
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