Consulting Client Intake Form Template

Consulting Client Intake Form Template for Australia

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Key Requirements PROMPT example:

"I need a Consulting Client Intake Form Template for my IT consulting firm based in Sydney, with specific focus on cybersecurity services and data handling compliance, including integration with our client management system to be launched in March 2025."

Document background

The Consulting Client Intake Form Template is a critical document used at the initiation phase of potential consulting engagements in Australia. It serves as the primary tool for gathering comprehensive information about prospective clients and their specific needs, while ensuring compliance with Australian privacy laws, consumer protection regulations, and business documentation requirements. The template is designed to capture essential details about the client's business, project scope, objectives, and expectations, enabling consulting firms to assess engagement feasibility and develop appropriate service proposals. This document typically precedes formal consulting agreements and helps establish clear communication channels and expectations between the consulting firm and potential clients.

Suggested Sections

1. Client Information: Basic details including business name, ABN/ACN, registered address, and primary contact details

2. Authorized Representatives: Details of key personnel authorized to engage consulting services and sign documents

3. Business Profile: Overview of client's business including industry, size, years in operation, and organizational structure

4. Project Requirements: Specific consulting needs, objectives, desired outcomes, and timeline expectations

5. Budget Information: Financial parameters, preferred payment terms, and any budgetary constraints

6. Current Status: Description of current situation, challenges, and reason for seeking consulting services

7. Privacy Notice: Statement about how collected information will be used, stored, and protected

8. Declaration: Client confirmation that provided information is accurate and authorization to proceed with assessment

Optional Sections

1. Existing Service Providers: Details of other consultants or service providers currently engaged, used when coordination with existing providers may be necessary

2. Risk Assessment: Additional questions about potential conflicts of interest or risk factors, included for high-value or complex engagements

3. Industry-Specific Information: Specialized questions relevant to particular industries or consulting specialties

4. Regulatory Compliance: Questions about regulatory requirements and compliance status, included for regulated industries

5. International Operations: Additional questions for clients with international operations or requirements

6. Stakeholder Information: Details of key stakeholders and decision-makers, included for large organizational clients

Suggested Schedules

1. Schedule A - Required Documentation Checklist: List of supporting documents to be provided with the intake form

2. Schedule B - Service Categories: Detailed list of available consulting service categories for client selection

3. Schedule C - Terms and Conditions: Standard terms and conditions for the intake process

4. Appendix 1 - Privacy Policy: Detailed privacy policy and data handling procedures

5. Appendix 2 - Fee Schedule: Standard fee ranges and payment terms for different service categories

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Professional Services

Management Consulting

IT Consulting

Financial Services

Strategy Consulting

Human Resources

Operations Consulting

Digital Transformation

Business Advisory

Legal Services

Environmental Consulting

Engineering Consulting

Healthcare Consulting

Education and Training

Relevant Teams

Business Development

Legal

Operations

Risk Management

Compliance

Client Services

Sales

Account Management

Project Management Office

Consulting Practice

Relevant Roles

Business Development Manager

Consulting Partner

Client Engagement Manager

Business Analyst

Project Manager

Operations Director

Managing Consultant

Senior Consultant

Legal Counsel

Risk Manager

Practice Lead

Account Manager

Sales Director

Compliance Officer

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