Client intake form?

[quickdraw]

I am in the process of putting together a form for that first client interview. My partner has a thriving practice but no organizational skills. She is always writing down vital bits of info on scraps of flimsy which then go into some void.

We spent 3 hours looking for one such bit last week. She called me yesterday to tell me that she found it in the bottom of her purse.

As a result of this experience she is willing to participate in my organizational zeal.

Does anyone here have an intake form that they like that they would be willing to share? Or conversely, suggestions for what would be on such a form besides the obvious name-add-APN-phone?

I started working on one in Excel - all assistance will be most appreciated.

- Rachel