Consulting Intake Form Template for Singapore

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Key Requirements PROMPT example:

Consulting Intake Form

"Need a Consulting Intake Form for a Singapore-based IT consulting firm specializing in cybersecurity, to be used for enterprise clients with annual revenue above SGD 10 million, with specific focus on data protection compliance and technical infrastructure assessment sections."

Document background

The Consulting Intake Form serves as a crucial preliminary document in the consulting engagement process under Singapore jurisdiction. It is designed to capture comprehensive information about potential clients, their business needs, and project requirements before entering into a formal consulting agreement. This document helps consultants assess project scope, evaluate resource requirements, and ensure compliance with Singapore's regulatory framework. The form typically includes sections covering client details, project objectives, timeline expectations, and budget parameters, while adhering to local data protection requirements and business regulations.

Suggested Sections

1. Client Information: Basic details of the potential client including company name, registration number, contact details

2. Project Requirements: Detailed description of consulting needs and objectives

3. Timeline Expectations: Expected start date, duration, and key milestones

4. Budget Information: Budget range and any financial constraints

5. Data Protection Declaration: PDPA compliance statement and data handling consent

Optional Sections

1. Previous Consulting Experience: Details of past consulting engagements, used for complex projects

2. Team Structure: Information about key stakeholders, used for larger organizations

3. Industry-Specific Requirements: Additional information based on specific industry needs

Suggested Schedules

1. Service Categories Checklist: Detailed list of available consulting services for client selection

2. Rate Card: Standard pricing information for different service levels

3. Required Documentation List: Checklist of documents needed to proceed with engagement

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

Management Consulting
IT Consulting
Financial Advisory
HR Consulting
Marketing Consulting

Relevant Teams

Business Development
Sales
Operations
Legal
Client Services

Relevant Roles

Management Consultant
Business Development Manager
Project Manager
Account Executive
Consulting Director

How Genie AI reduced drafting time by 75% for a legal firm

Let's create your Consulting Intake Form

Authors

Alex Denne

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