Everything you need to know about buying, downloading, and using Templateez forms.
Downloading & Access
How do I download my forms after purchase?
Your PDF downloads automatically right after payment completes — check your browser's Downloads folder. If you bought a Complete Set or Bundle, you'll get a ZIP file containing all PDFs. If your download doesn't start, contact support@templateez.com with your order number.
Can I re-download my forms later?
If you need to re-download a form, contact support@templateez.com with your order number and we'll send it right over.
I bought on my phone. Can I download on my computer?
Yes. Your PDF works on any device — phone, tablet, or desktop. Just transfer the file or contact support@templateez.com with your order number for a fresh copy.
My download didn't start. What do I do?
Check your browser's pop-up blocker — it may have blocked the automatic download. Try disabling your pop-up blocker and purchasing again, or email support@templateez.com with your order number and we'll send the file directly.
Format & Compatibility
What format are the forms?
All forms are fillable PDFs (.pdf). You can type directly into the fields, check the checkboxes, save your progress, print, and email them. No special software required.
What software do I need?
Any PDF reader works:
Windows: Adobe Acrobat Reader (free), Microsoft Edge, Chrome
Mac: Preview (built-in), Adobe Acrobat Reader
Phone/Tablet: Any PDF app — Adobe Acrobat, Google Drive, Apple Files
For the best experience filling fields, we recommend Adobe Acrobat Reader (free).
Can I edit the form layout or add my own fields?
The forms are designed as fill-in templates — you can type into all the fields but can't move or resize them. If you need a custom layout, check out our Custom Form Service ($29.99, delivered in 2-3 business days).
Can I save a partially-filled form and come back later?
Yes. Open the PDF in Adobe Acrobat Reader, fill in what you have, then File → Save As to save your progress. Re-open the same file later to continue.
Pricing & Bundles
What's included in a "Complete Set"?
Every complete set includes two PDFs: (1) a Client Intake Form — an internal document for your file, and (2) a Client Questionnaire — a client-facing form with signature blocks. Together they cover the full onboarding workflow.
How do bundles work?
A bundle includes every form set in a category. For example, the Legal Bundle includes all 38 legal intake forms and questionnaires (76 PDFs total) for one flat price — saving 47% versus buying individually. You get a single ZIP file with everything inside.
Is this a subscription?
No. Every purchase is a one-time payment. You own the PDF forever — no recurring fees, no account required, no software to maintain.
Yes — use our Custom Form Service to request branded versions with your firm logo, name, address, phone, and website on every page. Custom branding is $29.99 per form, delivered in 2–3 business days.
What if I need a form you don't have?
We'll build it. Our Custom Form Service creates a professional fillable PDF to your exact specifications — $29.99 per form, delivered in 2–3 business days.
About Templateez
Who designs these forms?
Every form is designed by a licensed attorney with real-world practice experience. The content is built for professionals who actually use intake forms daily — not generic templates.
Are these legally binding documents?
The intake forms and questionnaires are administrative documents — they organize client information and workflow. They are not contracts or legal agreements. For legally binding doc
