All Countries
Employment
Client Intake Assessment Form

Client Intake Assessment Form Template for India

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Client Intake Assessment Form

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Client Intake Assessment Form

"I need a Client Intake Assessment Form for my boutique law firm specializing in technology startups in Bangalore, with specific focus on data protection compliance and venture capital due diligence requirements."

Celebrated by
Collaborations with
Investors
Document background
The Client Intake Assessment Form is a crucial document used at the initiation of any lawyer-client relationship in India. It serves as the primary tool for law firms and legal practitioners to gather comprehensive information about potential clients while ensuring compliance with various Indian regulatory requirements, including those set by the Bar Council of India, anti-money laundering regulations, and data protection laws. This document is typically used before formal engagement, helping legal professionals assess potential risks, conflicts of interest, and resource requirements for new matters. The form must be carefully structured to balance the need for detailed information gathering with compliance requirements unique to the Indian legal system, including state-specific variations where applicable. It forms the foundation for client onboarding and helps establish clear communication channels and expectations between the legal service provider and the client.
Suggested Sections

1. Client Information: Basic personal/business details including name, contact information, address, and identification details

2. Matter Details: Nature of legal assistance required, brief description of the issue, and urgency of the matter

3. Financial Information: Client's financial status, billing preferences, and payment details relevant to the legal services

4. Conflict Check Information: Details about opposing parties and related entities to conduct conflict checks

5. Client History: Previous legal representation, ongoing legal matters, and court proceedings

6. Risk Assessment: Evaluation of potential risks, including AML/KYC requirements and regulatory compliance needs

7. Consent and Declaration: Client's acknowledgment and consent regarding information sharing, privacy policy, and terms of engagement

Optional Sections

1. Corporate Structure: For business clients - details about ownership, subsidiaries, and corporate hierarchy

2. Industry-Specific Requirements: Additional information required for regulated industries like banking, healthcare, or real estate

3. International Considerations: For clients with international presence - details about foreign jurisdictions and cross-border issues

4. Special Accommodations: Any special needs or accommodations required by the client during representation

5. Related Party Information: Details of affiliated parties who may be involved in the matter

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fee structure, billing rates, and payment terms

2. Required Documents Checklist: List of documents required from the client based on matter type

3. Privacy Policy: Detailed privacy policy and data protection measures

4. Terms and Conditions: Standard terms and conditions of engagement

5. Conflict Check Form: Detailed form for conducting comprehensive conflict checks

Authors

Alex Denne

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant Industries

Legal Services

Professional Services

Financial Services

Healthcare

Real Estate

Technology

Manufacturing

Retail

Education

Non-Profit

Construction

Energy

Telecommunications

Relevant Teams

Legal Operations

Compliance

Risk Management

Client Relations

Business Development

Administration

Data Protection

Document Management

Practice Management

Relevant Roles

Managing Partner

Legal Partner

Associate Attorney

Para Legal

Legal Secretary

Compliance Officer

Risk Management Officer

Client Relations Manager

Practice Manager

Legal Operations Director

Business Development Manager

Client Onboarding Specialist

Legal Administrator

Data Protection Officer

Industries
Information Technology Act, 2000: Governs the collection, storage, and protection of electronic data and digital information provided by clients during intake
Personal Data Protection Bill (when enacted): Provides framework for protection of personal information, consent requirements, and data processing guidelines
Consumer Protection Act, 2019: Ensures fair and transparent collection of client information and protects consumer rights during the intake process
Indian Contract Act, 1872: Governs the basic principles of contract formation, including consent and capacity of parties
Bar Council of India Rules: Professional ethics and rules governing lawyer-client relationships and information collection
Right to Information Act, 2005: Impacts how client information must be handled in relation to potential government or third-party requests
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

Find the exact document you need

Massage Therapy Consultation Form

An Indian-compliant massage therapy intake form combining medical screening, client consent, and liability provisions under Indian healthcare regulations.

find out more

Massage Client Record Card

An Indian-compliant massage therapy client record card for documenting client information, medical history, and treatment sessions.

find out more

Mediation Intake Form

An intake form for initiating mediation proceedings under Indian law, collecting essential information about parties and disputes for mediation service providers.

find out more

Health Coach Intake Form

An Indian law-compliant intake form for health coaching services, collecting essential client health information and consent while ensuring regulatory compliance.

find out more

Chair Massage Waiver Form

An India-compliant legal waiver form for chair massage services, protecting both service providers and clients while ensuring clear risk communication and consent.

find out more

Real Estate New Client Intake Form

A standardized client intake form for real estate transactions in India, ensuring compliance with RERA 2016 and collecting essential client and transaction information.

find out more

Salon Intake Form

An Indian-compliant salon client intake and consent form capturing essential client information and service agreements.

find out more

Work Intake Form

An Indian-compliant employee information collection form used for new hire processing and employment documentation.

find out more

Computer Repair Intake Form

An Indian law-compliant intake form for computer repair services, documenting device condition, repair requirements, and service terms under Indian consumer protection and IT regulations.

find out more

Yoga Intake Form

An Indian-law compliant intake and liability form for yoga providers, combining health screening, consent, and data protection elements.

find out more

Naturopathic Intake Form

An AYUSH-compliant naturopathic patient intake and consent form for use in India, combining comprehensive health assessment with legal documentation requirements.

find out more

Event Intake Form

An Indian law-compliant event intake form for capturing comprehensive event requirements and establishing initial agreement between organizers and clients.

find out more

Chiropractic Patient Intake Form

A comprehensive patient intake form for chiropractic practices in India, compliant with Indian healthcare regulations, used to collect patient information and obtain treatment consent.

find out more

Consulting Client Intake Form

A legally compliant client intake form for consulting engagements in India, designed to capture essential client information and project requirements while meeting Indian regulatory standards.

find out more

Legal Intake Form

An India-compliant Legal Intake Form for capturing essential client information and service requirements, adhering to Indian legal and regulatory standards.

find out more

Physical Therapy Intake Form

A standardized physical therapy intake and consent form compliant with Indian healthcare regulations, used for initial patient assessment and treatment authorization.

find out more

Content Intake Form

An Indian-law compliant form for structured content submission and rights management, ensuring legal and regulatory compliance in digital content handling.

find out more

Virtual Assistant Client Intake Form

An Indian law-compliant intake form for virtual assistant services, establishing service parameters and data handling requirements.

find out more

Marketing Intake Form

An Indian-compliant marketing project intake form that captures essential campaign requirements, specifications, and regulatory considerations.

find out more

Event Planning Client Intake Form

An Indian law-compliant client intake form for event planning services, capturing essential event requirements and client information while ensuring legal and regulatory compliance.

find out more

Nutrition Intake Form

An Indian-compliant healthcare document for collecting and documenting patient nutritional assessment data and dietary information, aligned with Indian healthcare regulations and professional standards.

find out more

Counseling Intake Form

An Indian-compliant intake form for counseling services that collects client information, medical history, and treatment consent while adhering to local mental healthcare regulations.

find out more

Spray Tan Intake Form

An Indian-compliant spray tan service intake and consent form that captures client information, medical history, and service agreements while meeting local regulatory requirements.

find out more

Marketing Client Intake Form

An Indian law-compliant intake form for marketing agencies to gather essential client information and service requirements while ensuring regulatory compliance.

find out more

Client Intake Assessment Form

An Indian law-compliant intake assessment form for new legal clients, capturing essential client information and legal service requirements while ensuring regulatory compliance.

find out more

Massage Medical History Form

An India-compliant medical history and consent form for massage therapy services, collecting essential health information and treatment authorization.

find out more

Real Estate Intake Form

A standardized intake form for Indian real estate transactions that collects essential property and transaction information while ensuring compliance with Indian property laws.

find out more

Veterinary Intake Form

A standardized veterinary intake form for Indian veterinary practices that captures essential patient and owner information while ensuring compliance with Indian veterinary regulations and animal welfare laws.

find out more

Hypnotherapy Client Intake Form

An India-compliant hypnotherapy client intake and assessment form that captures essential medical information, treatment consent, and service terms.

find out more

Home Care Intake Form

An Indian-compliant intake and assessment form for establishing home care services, capturing client details, medical needs, and care requirements.

find out more

Catering Intake Form

An Indian-compliant catering service intake form that captures event details, menu requirements, and service terms while adhering to FSSAI regulations.

find out more

Referral Intake Form

An Indian-compliant form for documenting and processing referrals between parties, ensuring proper information collection and legal compliance.

find out more

Inventory Intake Form

A standardized form for documenting and verifying inventory receipt in India, ensuring compliance with commercial and regulatory requirements.

find out more

Biopsychosocial Intake Form

A comprehensive medical intake form for gathering biological, psychological, and social patient information, compliant with Indian healthcare regulations.

find out more

Vehicle Intake Form

An Indian legal document for recording vehicle details and condition during service center intake, complying with national motor vehicle regulations.

find out more

Real Estate Buyer Intake Form

An Indian real estate buyer information collection form that complies with RERA requirements and captures essential details for property purchase processing.

find out more

Marriage Counseling Intake Form

An Indian-law compliant intake form for marriage counseling services, gathering essential client information and consents while meeting legal and professional requirements.

find out more

Financial Intake Form

A regulatory-compliant customer information collection form for financial institutions in India, adhering to RBI guidelines and KYC norms.

find out more

Order Intake Form

An Indian law-compliant document for capturing and processing customer orders, including essential transaction details and terms.

find out more

Bookkeeping Client Intake Form

An Indian-compliant bookkeeping client intake form that establishes the service relationship between bookkeeping providers and their clients.

find out more

Creative Intake Form

An Indian law-compliant document for initiating creative projects, defining scope, deliverables, and terms while protecting intellectual property rights.

find out more

Esthetician Client Intake Form

An India-compliant client intake form for estheticians to collect client information, medical history, and treatment consents, adhering to Indian consumer protection and data privacy laws.

find out more

Client Intake Form

An Indian law-compliant Client Intake Form for collecting essential client information and establishing professional service relationships while meeting regulatory requirements.

find out more

Lead Intake Form

An India-compliant document for collecting and processing potential client information, including consent and data protection provisions under Indian law.

find out more

Employment Intake Form

An Indian law-compliant form for collecting new employee information and statutory declarations during the hiring process.

find out more

Vendor Intake Form

A standardized form for collecting and verifying vendor information in compliance with Indian business and regulatory requirements.

find out more

Clinical Intake Form

A standardized medical intake form for Indian healthcare facilities that captures patient information and consent while complying with Indian healthcare regulations.

find out more

Procurement Intake Form

A standardized form used in Indian jurisdictions to initiate and document procurement requests, ensuring compliance with local procurement laws and organizational policies.

find out more

Patient Intake Form

A standardized medical intake document for Indian healthcare facilities that captures essential patient information and required legal consents.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s 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

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.