This recovery coaching client intake form is designed to support a thoughtful, structured intake process for new clients. It helps you collect personal details, emergency contact information, current sobriety status, substance use background, and other intake information that can guide a safe and informed first conversation.
The template includes fields for full name, preferred name, email address, phone number, date of birth, emergency contact details, sobriety date, substances used, and primary substance of concern. That mix of practical and recovery-specific questions makes it easier to understand each client’s current situation, support system, and immediate needs before coaching begins.
A well-designed client intake form can also improve consistency across your intake workflow. By starting with a clear structure, recovery coaches, counselors, and support programs can reduce follow-up for missing information, document key background details more reliably, and create a more comfortable intake experience for people seeking help.
