Intake Templates

Client brief templates

Standardized intake forms · 3 templates · used 29 times this year

Total templates

3

Available intake forms

Total uses

29

Across all templates

Avg fields per template

12.3

Mean across the library

What's the difference?

Brief templates are intake forms a client fills out before event creation. Event templates (in /templates) produce an event skeleton with phases and tasks — a different workflow.