Client Intake Form Template for India

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Key Requirements PROMPT example:

Client Intake Form

"I need a Client Intake Form for my consulting firm in Mumbai that complies with Indian KYC requirements and includes sections for corporate client details, with specific focus on technology sector clients and international business relationships."

Document background

The Client Intake Form is a crucial document used at the commencement of any professional service relationship in India. It serves multiple purposes: ensuring compliance with Know Your Customer (KYC) requirements, establishing the foundation for service delivery, and meeting data protection obligations under Indian law. This document is designed to capture comprehensive client information while adhering to various regulatory requirements, including the Information Technology Act 2000, Prevention of Money Laundering Act 2002, and relevant professional conduct rules. The form includes both mandatory and optional sections to accommodate different service types and client categories, making it adaptable across various professional service contexts while maintaining compliance with Indian legal and regulatory frameworks.

Suggested Sections

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

2. Identification Details: Government-issued ID information, registration numbers for businesses, and tax identification details

3. Service Requirements: Primary reason for seeking services, immediate needs, and desired outcomes

4. Financial Information: Billing information, payment preferences, and basic financial details relevant to service delivery

5. Declaration of Information Accuracy: Client's confirmation that all provided information is true and accurate

6. Data Protection Notice: Information about how client data will be collected, stored, used, and protected

7. Terms of Engagement: Basic terms governing the initial client relationship and information collection

Optional Sections

1. Business Details: For business clients: company structure, ownership details, and business operations information

2. Industry-Specific Requirements: Additional information required for specific industries or regulatory compliance

3. Emergency Contact Information: Alternative contact details for urgent situations or when client cannot be reached

4. Service History: Previous experience with similar services or relevant service history

5. Risk Assessment: For financial or legal services: additional questions to assess client risk profile

6. Conflict Check Information: For professional services: information to conduct conflict of interest checks

Suggested Schedules

1. Schedule A - Required Documents Checklist: List of additional documents required from the client for KYC and service delivery

2. Schedule B - Fee Schedule: Standard fee structure and payment terms if applicable to the service

3. Schedule C - Privacy Policy: Detailed privacy policy and data protection information

4. Appendix 1 - Consent Forms: Additional consent forms required for specific services or data processing

5. Appendix 2 - Service-Specific Questionnaire: Detailed questionnaire relevant to specific service requirements

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Legal Services

Financial Services

Consulting

Healthcare

Professional Services

Real Estate

Insurance

Technology Services

Accounting

Business Advisory

Investment Management

Education

Relevant Teams

Client Services

Compliance

Legal

Operations

Customer Support

Business Development

Risk Management

Administration

Data Protection

Onboarding

Quality Assurance

Relevant Roles

Client Relations Manager

Compliance Officer

Legal Counsel

Business Development Manager

Risk Manager

Operations Manager

Customer Service Representative

Account Manager

Professional Service Provider

Practice Manager

Onboarding Specialist

Administrative Officer

Data Protection Officer

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Authors

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