Consulting Intake Form Generator for the USA

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Key Requirements PROMPT example:

Consulting Intake Form

"Need a Consulting Intake Form for my technology startup seeking digital transformation services, with specific emphasis on data security requirements and scalable implementation timeline starting March 2025."

Document background
The Consulting Intake Form is a foundational document used at the beginning of potential consulting engagements in the United States. It serves as a structured method for collecting critical information about prospective clients and their needs, enabling consultants to evaluate project scope, assess resource requirements, and develop accurate proposals. This document is particularly important for ensuring compliance with U.S. consulting service regulations and establishing clear expectations before formal agreements are drafted. The form typically includes sections covering client background, project objectives, timeline requirements, budget parameters, and specific consulting needs.
Suggested Sections

1. Client Information: Basic contact and business details of the prospective client, including legal name, address, and primary contact person

2. Project Overview: High-level description of consulting needs, objectives, and desired outcomes

3. Timeline Requirements: Expected project duration, key milestones, and any critical deadlines

4. Budget Information: Financial parameters, expected rates, and payment terms

5. Scope of Services: Detailed description of the consulting services required and deliverables expected

Optional Sections

1. Previous Consulting Experience: Details about client's history with other consultants and relevant past projects

2. Team Structure: Information about key stakeholders, decision-makers, and organizational hierarchy

3. Industry-Specific Requirements: Special considerations, compliance requirements, or regulatory needs for specific industries

4. Technology Requirements: Specific technical requirements, systems, or platforms that the consultant needs to work with

Suggested Schedules

1. Service Categories Checklist: Detailed checklist of potential consulting services needed, allowing client to select specific areas of focus

2. Client Infrastructure Assessment: Template for evaluating technical or organizational requirements and current state

3. Confidentiality Requirements: Detailed outline of privacy, security, and confidentiality requirements specific to the engagement

4. Rate Card: Schedule of standard rates and fees for different types of consulting services

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

Industries

Federal Contractor Classification: IRS guidelines for determining independent contractor status versus employee classification, including control factors and compliance requirements

FLSA Compliance: Fair Labor Standards Act regulations regarding compensation, working hours, and contractor relationships

FTC Regulations: Federal Trade Commission rules governing business practices, consumer protection, and commercial relationships

Internal Revenue Code: Tax regulations and reporting requirements for consulting relationships and independent contractors

State Labor Laws: State-specific regulations governing working relationships, contractor rights, and business operations

State Contractor Regulations: Specific state requirements for contractor registration, licensing, and compliance

State Business Practices: State-level requirements for business operations, reporting, and compliance

Non-Compete Regulations: State-specific rules governing non-compete agreements and restrictions in consulting relationships

Data Protection Requirements: Privacy laws and regulations governing the handling and protection of sensitive information

Confidentiality Standards: Legal requirements and best practices for maintaining client confidentiality and protecting trade secrets

GDPR Considerations: European Union data protection requirements if dealing with EU clients or data

Professional Licensing: Industry-specific licensing and certification requirements for consulting services

Professional Liability: Legal requirements and considerations for professional liability insurance and risk management

Business Registration: Requirements for business entity registration and maintenance at federal and state levels

Tax Documentation: Requirements for tax identification, reporting, and documentation for consulting businesses

Insurance Requirements: Mandatory and recommended insurance coverage for consulting operations

Scope of Work Regulations: Legal requirements for defining and documenting scope of work in consulting agreements

Payment Terms Compliance: Legal requirements and restrictions regarding payment terms, schedules, and methods

Liability Limitations: Legal framework for establishing and enforcing liability limitations in consulting agreements

Dispute Resolution Requirements: Legal requirements and options for dispute resolution mechanisms in consulting agreements

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

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