Consulting Intake Form

Consulting Intake Form Template for Netherlands

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Key Requirements PROMPT example:

"I need a Consulting Intake Form for my IT consulting firm based in Amsterdam, focusing on cybersecurity services, with extra emphasis on data protection requirements and technical capability assessment sections for potential clients."

Document background

The Consulting Intake Form serves as the initial documentation tool for consulting firms operating in the Netherlands when engaging with potential clients. This document is specifically designed to comply with Dutch legal requirements and business practices, collecting crucial information needed to assess and structure potential consulting engagements. The form includes sections for client information, project scope, resource requirements, and compliance matters, particularly addressing Dutch regulatory requirements such as GDPR (AVG) and Wwft. It is typically used before entering into a formal consulting agreement and helps establish the foundation for the business relationship while ensuring all necessary due diligence and regulatory requirements are met.

Suggested Sections

1. Parties: Details of the consulting firm and the potential client, including legal names, registration numbers, addresses, and authorized representatives

2. Background: Brief context about the client's approach to the consulting firm and general purpose of the potential engagement

3. Definitions: Key terms used throughout the intake form

4. Client Information: Detailed client information including business structure, industry sector, size, and key contact persons

5. Project Requirements: Overview of the consulting services needed, including scope, objectives, and expected outcomes

6. Timeline and Planning: Proposed timeframes, key milestones, and any deadline requirements

7. Budget Information: Client's budget range, preferred payment terms, and any existing budget constraints

8. Resources and Access: Required resources, access to systems, facilities, or information needed for the project

9. Data Processing Requirements: Information about data handling needs and GDPR compliance requirements

10. Risk Assessment: Initial identification of potential project risks, conflicts of interest, or compliance concerns

11. Authorization: Confirmation of authority to proceed with intake process and any necessary approvals

Optional Sections

1. Existing Service Providers: Information about current or previous consulting relationships, used when the client has existing service providers in related areas

2. Technical Requirements: Specific technical specifications or requirements, included for IT or technical consulting projects

3. Stakeholder Information: Details about key stakeholders and decision-makers, used for large or complex organizational projects

4. International Considerations: Special requirements for cross-border projects or international clients

5. Industry-Specific Requirements: Specific requirements related to regulated industries or specialized sectors

6. Security Clearance: Security clearance requirements and confidentiality needs, used for sensitive projects

7. Sustainability Requirements: Environmental and social responsibility considerations, used when relevant to the project scope

Suggested Schedules

1. Schedule A - Client Due Diligence Form: Standard form for collecting required client due diligence information under Dutch Wwft regulations

2. Schedule B - Data Processing Questionnaire: Detailed questionnaire regarding data processing needs and GDPR compliance requirements

3. Schedule C - Project Scope Template: Standardized template for detailed project scope description

4. Schedule D - Resource Requirements Form: Detailed breakdown of required resources and access needs

5. Schedule E - Confidentiality Agreement: Standard non-disclosure agreement for sensitive information shared during intake

6. Appendix 1 - Company Structure Chart: Template for documenting client's organizational structure and key stakeholders

7. Appendix 2 - Technical Requirements Checklist: Standardized checklist for technical requirements and specifications

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

Information Technology

Financial Services

Healthcare

Manufacturing

Retail

Energy

Telecommunications

Education

Government

Non-Profit

Construction

Transportation

Legal Services

Real Estate

Relevant Teams

Legal

Compliance

Business Development

Sales

Operations

Risk Management

Client Relations

Project Management

Data Protection

Administration

Finance

Quality Assurance

Relevant Roles

Consulting Partner

Business Development Manager

Project Manager

Legal Counsel

Compliance Officer

Account Manager

Sales Director

Operations Manager

Risk Manager

Client Relations Manager

Practice Lead

Managing Director

Business Analyst

Data Protection Officer

Intake Coordinator

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