The Virtual Assistant Client Intake Form serves as the initial documentation for establishing a professional virtual assistance relationship under German law. It is designed to collect comprehensive information about the client's business needs, technical requirements, and service expectations while ensuring compliance with German data protection regulations and business laws. This form is particularly crucial for virtual assistants and agencies operating in or with German clients, as it incorporates necessary provisions from the GDPR, German Civil Code (BGB), and Telemedia Act (TMG). The document helps structure the service relationship from the outset, ensuring clear communication channels, data handling procedures, and service scope definition.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership聽of your docs
1. Client Information: Basic contact details and business information of the client
2. Service Requirements: Overview of virtual assistance needs, including working hours, primary tasks, and communication preferences
3. Technical Requirements: Client's technical setup, software used, and access requirements
4. Data Processing Details: Information about what data will be shared and how it will be processed (GDPR compliance)
5. Communication Preferences: Preferred communication channels and response time expectations
6. Budget Information: Client's budget range and billing preferences
7. Confidentiality Requirements: Overview of confidentiality needs and any specific NDA requirements
8. Emergency Contact: Secondary contact information for urgent matters
1. Team Access Requirements: Details about additional team members who need access (for clients with teams)
2. Social Media Management: Specific section for clients requiring social media management services
3. Content Creation Preferences: For clients requiring content creation or blog management services
4. Event Management: For clients needing assistance with event planning and coordination
5. Travel Arrangements: For clients requiring travel booking and management services
6. Language Preferences: For international clients requiring multilingual services
7. Project Management Tools: For clients using specific project management or productivity tools
1. Schedule A - Data Processing Agreement: Detailed GDPR-compliant data processing terms and conditions
2. Schedule B - Service Level Agreement: Specific service levels, response times, and performance metrics
3. Schedule C - Rate Card: Detailed breakdown of services and associated costs
4. Schedule D - Software and Tools List: List of required software, tools, and access credentials
5. Appendix 1 - Task Checklist: Detailed checklist of recurring tasks and responsibilities
6. Appendix 2 - Communication Protocol: Detailed protocol for routine and emergency communications
Find the exact document you need
Content Intake Form
A German law-compliant form for structured content submission and intake, addressing data protection and intellectual property requirements.
Download
General Client Intake Form
A German law-compliant client intake form for collecting and processing client information while meeting GDPR and regulatory requirements.
Download
Virtual Assistant Client Intake Form
A German law-compliant intake form for virtual assistant services, covering client information, service requirements, and data protection provisions.
Download
Health Intake Form
A GDPR-compliant German Health Intake Form for collecting patient medical information and treatment consent, designed to meet German healthcare documentation requirements.
Download
Accounting Client Intake Form
German-compliant accounting client intake form for establishing professional accounting service relationships, meeting German regulatory and EU data protection requirements.
Download
Real Estate Client Intake Form
A German-compliant real estate client intake form for collecting essential client information and property requirements, adhering to local property laws and GDPR.
Download
Inventory Intake Form
A German law-compliant document for recording and tracking inventory items, meeting HGB and tax documentation requirements.
Download
Real Estate Buyer Intake Form
A standardized German real estate buyer information collection form that complies with German property law and anti-money laundering regulations.
Download
Financial Intake Form
German-law compliant financial intake form for collecting essential customer information and ensuring regulatory compliance in financial services provision.
Download
Creative Intake Form
A German law-compliant intake form for creative projects that establishes project parameters, rights, and deliverables while ensuring legal protection for all parties.
Download
Esthetician Client Intake Form
A GDPR-compliant client intake and consent form for esthetic services in Germany, collecting essential client information and medical history while meeting German regulatory requirements.
Download
Lead Intake Form
A GDPR-compliant Lead Intake Form for use in Germany, designed to capture potential customer information while adhering to German data protection laws.
Download
Employment Intake Form
A German-compliant Employment Intake Form for collecting essential new employee information and consents, adhering to German labor law and data protection requirements.
Download
Vendor Intake Form
A German law-compliant form for collecting and verifying essential vendor information and credentials for business relationship establishment.
Download
Procurement Intake Form
A German law-compliant intake form used to initiate and document procurement requests, capturing essential procurement information and approvals.
Download
Patient Intake Form
A GDPR-compliant German Patient Intake Form for collecting essential medical and personal information in healthcare settings, adhering to German healthcare regulations.
Download
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it