Description

This document not only collects contact information, it also provides you with background information that is often more valuable to you than your clients realize!

Duplex print the document for an easy to use two-sided form.

A Tip!
I often did my one-on-one intake interviews during the first two half hours of an initial two hour appointment. I’d spend a half hour with the first partner, then a half hour with the second partner and then the remaining hour with both parties. This questionnaire gave the waiting party something to do other than read old magazines and worry!

Alternately you can email this file to your clients and ask them to print, complete and bring it to their first session.