# How to create a client intake form

You can build a client intake form with the AI builder. It can ask for contact details, change its questions to fit the service your client picks, take a file, and email you each time someone fills it in.

## Build the form

1. Click **Create Form** in the sidebar.
2. In **What do you want to make?**, describe your form. For example: "A client intake form for a design studio. Contact details, project goals, which service they want, follow-up questions for each service, a reference file, and a required consent checkbox."
3. Read the draft. On Free, the AI writes the first 20 questions. You'll need to sign in before you publish.
4. To change a question, click it on the canvas. To add one, choose **Add element below**, pick it under **Questions** and click **Add**.

You'll want **Short Text Input** for a name and **Email Input** for an email. Use **Multiple Choice · Select One** for the service, and **File Upload** for a document or photo.
## Show questions that fit the service

1. Click the follow-up question and turn on **Conditional visibility**.
2. Set it to **Show**, then choose the answer that should reveal it.

You can add up to 5 rules to a question. They're joined with AND.

## Ask for consent

Add a **Checkboxes** question with one option, then turn on **Required**. Your client can't submit without ticking it.

On Free, a file can be up to 20 MB, and so can all the files in one submission together. A Free form can have 3 file upload questions. See [File upload limits](/help/features/file-upload-limits).

## Get an email for each response

1. Open the form's **Settings** tab and find **Email notifications**.
2. Turn on **Self email notifications**. Makeform emails your account address for each new client.

On Free, you get up to 5 of these emails an hour and 50 a day.

## What not to collect

Makeform's terms don't allow health records covered by HIPAA, government ID numbers or full bank account numbers, unless you have a separate written agreement with Makeform.

So leave those out of your intake form.