Trauma-Informed Intake Forms Suite for Therapists & Coaches

$47

Most intake forms read like a medical chart. These read like an invitation. This suite gives therapists, coaches, and holistic practitioners everything they need to welcome a new client, from the first inquiry to the final session. Every form gives clients permission to skip a question, pause, or discuss something in person. The centerpiece intake questionnaire gently explores early life, attachment patterns, nervous-system responses, and inner child themes, with a built-in grounding pause halfway through.

What’s Included

Core Suite, for any practice:

• Discovery Call Inquiry Form

• Client Information Form

• Trauma-Informed Intake Questionnaire

• Informed Consent & Services Agreement

• Scope of Practice Disclosure (for coaches & holistic practitioners)

• Release of Information Authorization

• Virtual Session Consent

• Session Recording Consent

• Session Notes Template

• Progress Check-In

• Closing Reflection & Feedback

Therapist Add-On, for licensed clinicians:

• Clinical History Supplement

• Safety Check-In with Clinician Follow-Up

• Notice of Privacy Practices (HIPAA template)

Start Here Guide:

• Which forms to use for your practice type

• A suggested client journey, from inquiry to closing session

• Step-by-step customization instructions

• How to open the files for free, with no Word subscription

• Tips for sending forms to clients securely

Two Formats in Every Download

• Editable Word templates: change any wording, add your logo, and set your own policies. Opens free in Google Docs, Apple Pages, or Word.

• Fillable PDFs: ready to use right away. Type your practice name once and it fills every page. Clients type answers and tick boxes in any free PDF reader, or you can print the forms for pen and paper.

Instant digital download. These are professional templates, not legal advice; please have your agreements reviewed for your state and profession before use. Digital product, no refunds.