Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Lead Intake Form
"Need a Lead Intake Form for our real estate agency that focuses on luxury properties in California, compliant with CCPA and including specific fields for property preferences and investment range, to be implemented by March 2025."
1. Personal Information Section: Collection of basic contact details including name, address, phone, and email address
2. Contact Preferences Section: Fields for preferred contact methods, best times to contact, and opt-in/opt-out choices for different communication channels
3. Privacy Notice Section: Clear disclosure of how collected information will be used, stored, and shared, including TCPA and CAN-SPAM Act compliance statements
4. Consent Declaration Section: Express authorization statements and checkboxes for data collection, marketing communications, and terms acceptance
1. Product Interest Section: Optional section for capturing specific products/services of interest when multiple offerings are available
2. Budget Range Section: Optional section for financial parameters when relevant to lead qualification
3. Timeline Section: Optional section for capturing expected purchase/decision timeframe for sales prioritization
4. Industry-Specific Information: Optional section for additional fields based on specific industry requirements (e.g., healthcare, financial services, real estate)
1. Privacy Policy: Detailed privacy policy document outlining data handling practices and consumer rights
2. Terms of Service: Comprehensive terms and conditions governing the use of provided information
3. State-Specific Disclosures: Required legal disclosures for specific states where the business operates
4. Communication Opt-Out Procedures: Detailed procedures for opting out of future communications
Authors
Personal Information
Contact Information
Consent
Marketing Communications
Opt-in
Opt-out
Privacy Policy
Terms of Service
Communication Preferences
Business Purpose
Data Processing
Third Party
Authorized Representative
Service Provider
Lead Source
Marketing Materials
Electronic Communications
Data Protection Laws
Business Contact Details
Confidential Information
Data Sharing
Data Storage
Data Retention Period
Contact Methods
Privacy
Consent
Communication Authorization
Data Usage
Data Sharing
Opt-out Rights
Data Protection
Information Storage
Data Retention
Third Party Disclosure
Marketing Authorization
Electronic Communications Consent
Confidentiality
Verification
Information Accuracy
Right to Modify
Terms Acceptance
Jurisdiction
Disclaimers
TCPA Compliance
CAN-SPAM Compliance
Contact Methods
Revocation Rights
Find the exact document you need
Electronic Intake Forms
Legal framework for electronic intake forms compliant with US federal and state regulations, governing digital information collection and processing.
Client Intake Form Law Firm
A U.S.-compliant legal document used by law firms to collect essential client information and establish attorney-client relationships while ensuring regulatory compliance.
Law Office Intake Form
A standardized US legal document used to collect essential client information and establish initial attorney-client relationships in compliance with federal and state regulations.
Buyer Intake Form
A U.S.-compliant form for collecting and documenting essential buyer information and requirements at the start of a purchase process.
Nonprofit Client Intake Form
A U.S.-compliant intake form used by nonprofits to collect client information and document service eligibility.
Real Estate Intake Form
A U.S.-compliant document for collecting initial client information and requirements for real estate transactions.
Online Intake Forms For Massage Therapy
HIPAA-compliant online intake form for U.S. massage therapy practices, combining client information collection, consent, and legal requirements.
Consignment Intake Form
A U.S. legal document recording the receipt and terms of items accepted for consignment sale, compliant with federal and state consignment laws.
Creative Project Intake Form
A U.S.-compliant document for capturing essential information and requirements for creative projects at their inception.
Nonprofit Intake Form
A U.S.-compliant intake form for collecting essential information from nonprofit organizations for administrative and legal purposes.
Veterinary Intake Form
A U.S.-compliant veterinary practice form for collecting patient and client information, medical history, and necessary legal authorizations.
Financial Coaching Intake Form
A U.S.-compliant intake form for gathering essential client information for financial coaching services.
Event Planning Intake Form
A U.S.-compliant form for gathering client requirements and establishing parameters for professional event planning services.
Virtual Assistant Intake Form
A U.S.-compliant intake form establishing the service relationship between a virtual assistant and client, including service scope, data privacy, and operational requirements.
Massage Client Intake Form
A HIPAA-compliant massage therapy client intake form for use in the United States, collecting essential health information and consent for treatment.
Hypnotherapy Client Intake Form
A HIPAA-compliant hypnotherapy intake form for U.S. practices, combining client information collection with legal agreements and consent documentation.
Home Care Intake Form
A U.S.-compliant intake form for documenting client information and care requirements in home healthcare settings.
Catering Intake Form
A U.S.-compliant form for collecting client requirements and specifications for catering services.
Case Intake Form
A U.S. legal document used to collect initial client and case information in compliance with federal and state requirements.
Referral Intake Form
A U.S.-compliant form for documenting and processing client referrals between service providers.
Inventory Intake Form
A U.S.-compliant document for recording and tracking the receipt of inventory items into a facility.
Biopsychosocial Intake Form
A HIPAA-compliant U.S. healthcare form gathering comprehensive patient information covering biological, psychological, and social aspects for treatment planning.
Wellness Intake Form
A HIPAA-compliant wellness intake form used in the US to collect client information and medical history while obtaining necessary consents.
Vehicle Intake Form
A U.S.-compliant document recording vehicle condition and service requirements upon intake at a service facility.
Real Estate Buyer Intake Form
A U.S.-compliant intake form for collecting essential information from potential property buyers, including personal, financial, and property requirement details.
Marriage Counseling Intake Form
A HIPAA-compliant intake form for marriage counseling services in the United States, gathering essential client information and establishing the therapeutic relationship.
Financial Intake Form
A U.S.-compliant document for collecting essential client financial and personal information in accordance with federal regulations.
Consulting Intake Form
A U.S.-compliant intake form for gathering essential information from potential consulting clients to assess needs and develop proposals.
Case Management Intake Form
A U.S.-compliant document for collecting initial client information and consent for case management services.
Order Intake Form
A U.S.-compliant document for capturing and processing customer orders, adhering to federal and state commercial regulations.
Bookkeeping Client Intake Form
A U.S.-compliant intake form for gathering essential client information for bookkeeping services.
Salon Client Intake Form
A U.S.-compliant form for collecting client information and consent for salon services.
Creative Intake Form
A U.S.-compliant document for collecting crucial project information and requirements for creative work engagements.
Esthetician Client Intake Form
A HIPAA-compliant intake form used in the US for gathering essential client information before providing skincare treatments.
Client Intake Form
A U.S.-compliant document for collecting and recording new client information at service initiation.
Lead Intake Form
A U.S.-compliant form for collecting and processing potential customer information while maintaining legal and regulatory requirements.
Employment Intake Form
A U.S.-compliant document used to collect essential information from new employees during the onboarding process.
Vendor Intake Form
A U.S.-compliant document for collecting essential vendor information and ensuring regulatory compliance during supplier onboarding.
Intake Assessment Form
A U.S.-compliant document for collecting initial client information and consent for professional services.
Clinical Intake Form
A HIPAA-compliant document used in US healthcare settings to collect initial patient information and necessary consents.
Procurement Intake Form
A standardized U.S. form used to initiate and document procurement requests, ensuring compliance with federal procurement regulations.
Patient Intake Form
A U.S. healthcare document for collecting essential patient information and required consents while ensuring HIPAA compliance.
Download our whitepaper on the future of AI in Legal
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.