The main purpose of the client intake form is to gather relevant information from the client allowing an organization to manage or handle the client's request properly. A client intake form can be used to get information about a new client or a prospect, it can be used by an active client to obtain relevant information to handle a question or process a request. The client intake form not only guides the client to provide needed information but also allows for the efficient processing of the request and minimizing lots of back and forth between a company and the client.