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General Client Intake Form

General Client Intake Form Template for Germany

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Key Requirements PROMPT example:

General Client Intake Form

"I need a General Client Intake Form for my legal consulting firm in Munich, compliant with German law and GDPR, that includes sections for both individual and corporate clients with special emphasis on confidentiality and money laundering prevention."

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Document background
The General Client Intake Form is a foundational document used at the beginning of any client relationship in the German business context. It serves as the primary tool for gathering essential information about new clients while ensuring compliance with German and EU regulations, particularly the GDPR (General Data Protection Regulation) and GwG (German Money Laundering Act). This document is typically used during the initial client onboarding process across various professional services sectors, collecting personal or business information, service requirements, and necessary consents. The form includes mandatory data protection notices, explicit consent mechanisms, and verification requirements specific to German law, making it an essential tool for establishing compliant business relationships while protecting both service provider and client interests.
Suggested Sections

1. Personal Information: Basic client details including full name, date of birth, contact information, and preferred communication methods

2. Contact Details: Comprehensive contact information including address, phone, email, and alternative contact details

3. Identification Information: Government ID details and verification information in compliance with GwG requirements

4. Data Protection Notice: GDPR-compliant information about data collection, processing, and client rights

5. Data Processing Consent: Explicit consent sections for different types of data processing and communication

6. Service Requirements: Client's primary needs and reasons for seeking services

7. Declaration: Client's confirmation of accurate information provision and understanding of terms

Optional Sections

1. Business Information: For business clients: company details, registration numbers, and authorized representatives

2. Financial Information: When financial services are involved: bank details, financial status, and source of funds

3. Special Categories of Data: For services requiring sensitive personal data: health information, religious beliefs, etc. with specific GDPR consent

4. Third Party Authorization: When client wants to authorize others to act on their behalf

5. International Connections: For clients with international ties: foreign tax status, multiple residencies

6. Professional Background: When relevant for service provision: qualifications, professional licenses, work history

7. Risk Assessment: For regulated services: client risk profile and assessment information

Suggested Schedules

1. Privacy Policy: Detailed GDPR-compliant privacy policy and data protection information

2. Service Terms: Standard terms and conditions for service provision

3. Fee Schedule: If applicable: breakdown of service fees and payment terms

4. Required Documentation Checklist: List of additional documents required from the client

5. Consent Forms: Specific consent forms for various data processing activities

6. Identity Verification Requirements: Detailed requirements for ID verification under GwG

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 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

Legal Services

Financial Services

Professional Services

Healthcare

Insurance

Consulting

Real Estate

Banking

Tax Advisory

Wealth Management

Business Services

Education

Relevant Teams

Legal

Compliance

Client Relations

Administration

Operations

Risk Management

Data Protection

Customer Service

Business Development

Onboarding

Front Office

Back Office

Relevant Roles

Compliance Officer

Legal Counsel

Client Relations Manager

Business Development Manager

Risk Manager

Data Protection Officer

Office Manager

Administrative Assistant

Customer Service Representative

Operations Manager

Account Manager

Onboarding Specialist

Practice Manager

Department Head

Managing Director

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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