Home
Forms Library
ClientTrack Project Intake Form - in

ClientTrack Project Intake Form - in 2026

ClientTrack Project Intake Form - in Preview on Page 1

See details

4 out of 5

27 votes

The document is a ClientTrack Project Intake Form designed for domestic violence providers. It outlines the necessary steps for universal data collection, project enrollment, and entry assessments of clients. The form collects essential client information such as personal details, housing status, barriers to service, domestic violence history, legal issues, financial assessments, and educational background. It aims to gather comprehensive data to assist in providing appropriate support and services to individuals affected by domestic violence.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out ClientTrack Project Intake Form - in with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the ClientTrack Project Intake Form in the editor.
Begin with 'Universal Data Collection'. Fill in all required fields marked with an asterisk (*), including basic client information such as First Name, Last Name, and Social Security Number. Ensure accuracy for reporting purposes.
Proceed to 'Project Enrollment'. Complete the project enrollment information, noting that all fields marked with an asterisk (*) are mandatory. This includes Assessment Date and Case Assignment.
Move on to 'Entry Assessments'. Here, you will answer questions regarding Housing Status and Type of Residence. Select the appropriate options based on the client's current living situation.
Continue through each section, ensuring that you provide accurate responses for all required fields. Utilize our platform's features to easily navigate between sections and make edits as needed.

Start filling out your ClientTrack Project Intake Form today for free using our platform!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to create a project intake form?

How to create a project intake form Determine the format. Begin by determining the format of your project intake form. Make a list of important questions. Create the layout. Determine your project threshold. Select a request submission location. Assign key roles.

What is a client intake form?

When a prospective client fills out an intake form and gives the lawyer all pertinent details, it allows lawyers to tailor their services to the specific needs and circumstances of each client.

Who fills out the client intake form?

Keep forms organized. It helps you and your clients if you organize the questions on your form into categories. For example, you might separate basic information from logistical details and style questions. That helps you group relevant information together while creating a good user experience for your clients.

What does a client intake form look like?

An intake form is a document used to gather important information from clients, customers, or patients when they first interact with a service or organization. It typically includes basic details like contact information, purpose of seeking services, and other relevant data.

What is the purpose of an intake form?

An intake form is a meticulously structured document to systematically gather essential information from clients, customers, or individuals seeking specific services. Plus, it is the preliminary point of contact between the business and the clientele.