Free Client Intake Tracker

A Notion intake form and client list, built on the same structure as the Practice OS, so your clients carry over when you upgrade.

  • Intake form database
  • Client list
  • First-session checklist

Works on Notion's free plan. No Notion experience needed.

The Client Intake Tracker in Notion: new intakes in the client list, the first-session checklist and the intake form