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The 3-page document I use to record client information during therapy intake sessions, from presenting concerns to relationships & life events.
Intake sessions hold a lot of information. This is the exact document I use to keep it organized, with categories & sub-categories that help me get a full picture of each client while staying present in the conversation.
What's inside
Presenting concerns, daily life & therapy experience
Identity
Family, romantic & platonic relationships
Trauma & other life events
Best for: therapists who want a simple, organized intake template to adapt
Format: 3-page fillable PDF template · a type-in box for every section · printable
Fill it in digitally: type your notes into each section's box during or after the session, right in the PDF. Works best in the free Adobe Acrobat Reader (desktop or mobile) or Preview on Mac. Save a copy after filling it in so your answers stay.
Or print it and fill it in by hand.
updated October 2026
The 3-page document I use to record client information during therapy intake sessions, from presenting concerns to relationships & life events.
Intake sessions hold a lot of information. This is the exact document I use to keep it organized, with categories & sub-categories that help me get a full picture of each client while staying present in the conversation.
What's inside
Presenting concerns, daily life & therapy experience
Identity
Family, romantic & platonic relationships
Trauma & other life events
Best for: therapists who want a simple, organized intake template to adapt
Format: 3-page fillable PDF template · a type-in box for every section · printable
Fill it in digitally: type your notes into each section's box during or after the session, right in the PDF. Works best in the free Adobe Acrobat Reader (desktop or mobile) or Preview on Mac. Save a copy after filling it in so your answers stay.
Or print it and fill it in by hand.
updated October 2026