Clinical Intake Form Bundle | Social Work & Therapy Templates | Editable Canva + PDF | Private Practice & Agency Use

First sessions set the tone for everything that follows. These intake templates are designed to gather the clinical information you need while creating a warm, trauma-informed first impression for new clients.

Built by an LMSW for social workers, therapists, and counselors across practice settings.

What’s included:

✦ General adult intake form - comprehensive biopsychosocial history

✦ Child & adolescent intake form - includes parent/guardian section and developmental history

✦ Couples intake form - individual & relational history

✦ Intake checklist for clinicians - what to cover in the first session beyond the paperwork

✦ New client welcome letter template - warm, professional, and fully editable

✦ All forms available as editable Canva templates and print-ready PDFs

Designed for:

✦ Private practice social workers & therapists

✦ Community mental health agencies

✦ School-based mental health providers

✦ Any clinician who wants intake documents that feel human, not bureaucratic

Instant digital download. Fully editable.