New client details.
Collected once, correctly.

A client information sheet collects the practical details you need to work with and bill a new client: legal name, contacts, billing details and how they like to communicate. Send it straight after signing, before the onboarding questionnaire.

Details

• Client / company: [Name]
• Completed by: [Name, role]
• Date: [Date]

Company

• Legal company name? [Answer]
• Trading name, if different? [Answer]
• Registered address? [Answer]
• Company or tax number (if required for invoices)? [Answer]

Contacts

• Day-to-day contact (name, role, email, phone)? [Answer]
• Final approver? [Answer]
• Accounts or finance contact? [Answer]

Billing

• Invoice address and email? [Answer]
• Purchase order required? (Yes / No) [Answer]
• Any supplier registration process? [Answer]

Communication

• Preferred channel (email, calls, portal)? [Answer]
• Best times for meetings? [Answer]
• Holidays or busy periods we should know about? [Answer]

1. Send it as soon as the agreement is signed.
2. Ask for the legal name exactly as it should appear on invoices.
3. Capture every contact you’ll need, including finance.
4. Ask whether purchase orders or supplier registration are required.
5. Record communication preferences.
6. Store the answers where the whole team can find them.

Microsoft Word

1. Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
2. Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
3. Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.

Google Docs

1. Upload the .docx file to Google Drive.
2. Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
3. Use File → Make a copy for each new client so your master stays clean.

PDF

Fill it in Word or Google Docs, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs.

Sample answers from a fictional client.

Sample answers

• Legal name? Harbour Freight Limited
• Accounts contact? accounts@ (fictional), who need a PO on every invoice.
• Preferred channel? Email for decisions; a fortnightly call for updates.

• Ask about POs on day one; it prevents late payments later.
• Collect a finance contact, not just the project contact.
• Never ask for passwords in a client form.

Angelwood turns questions like these into an onboarding plan: requests with instructions, owners and dates that clients answer in their portal, reviewed by your team before kickoff.

Browse all forms & questionnaires templates or the full template library.