Consulting Intake Form Template for South Africa

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

4.6 / 5

4.8 / 5

Let's create your Consulting Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

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:

Consulting Intake Form

"I need a Consulting Intake Form for our IT services company in South Africa that will be used to onboard technical consultants, with particular emphasis on data protection compliance and cybersecurity credentials, to be implemented by March 2025."

Document background

The Consulting Intake Form is a foundational document used in South Africa for initiating and managing consulting relationships. It serves as a comprehensive information gathering tool that ensures compliance with local regulations while establishing clear parameters for consulting engagements. This document is typically used when onboarding new consultants or updating existing consultant information, capturing essential details about professional qualifications, service offerings, compliance status, and business information. The form incorporates requirements from South African legislation, including POPIA for data protection, tax laws for proper contractor classification, and B-BBEE requirements for transformation compliance. It helps organizations maintain proper records and streamline their consultant management processes while meeting regulatory obligations.

Suggested Sections

1. Consultant Information: Basic personal/business details of the consultant including full name, business name, registration numbers, and contact information

2. Services Overview: Nature of consulting services to be provided, areas of expertise, and industry specializations

3. Business Structure: Legal form of business (sole proprietor, company, etc.), tax registration details, and VAT status

4. Professional Qualifications: Relevant qualifications, certifications, and professional memberships

5. Rate Structure: Standard rates, payment terms, and billing preferences

6. Availability: Working hours, notice periods, and capacity commitments

7. Compliance Declarations: Declarations regarding tax compliance, professional insurance, and conflict of interest

8. Data Protection: POPIA compliance confirmation and data handling procedures

9. Banking Details: Payment information and banking coordinates

Optional Sections

1. B-BBEE Status: Section for B-BBEE certification details, used when relevant for procurement purposes

2. Team Information: Details of additional team members if consultant works with a team

3. International Operations: Additional information for consultants operating across borders

4. Security Clearance: For consultants requiring access to sensitive information or secure facilities

5. Client References: Previous client references and project history, if required

6. Equipment Requirements: Special equipment or software requirements for service delivery

Suggested Schedules

1. Schedule A: Service Categories: Detailed breakdown of specific consulting service categories offered

2. Schedule B: Rate Card: Detailed rate structure for different types of services and conditions

3. Schedule C: Required Documents: Checklist of supporting documents to be submitted with the form

4. Schedule D: Terms and Conditions: Standard terms and conditions for consulting engagement

5. Appendix 1: Compliance Certificates: Copies of relevant compliance certificates and insurance documents

6. Appendix 2: Professional Credentials: Copies of qualifications and professional registrations

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

Information Technology

Management Consulting

Financial Services

Healthcare

Mining

Manufacturing

Professional Services

Education

Energy

Telecommunications

Construction

Retail

Agriculture

Legal Services

Relevant Teams

Legal

Procurement

Human Resources

Finance

Compliance

Operations

Risk Management

Vendor Management

Contract Administration

Relevant Roles

Procurement Manager

Human Resources Director

Legal Counsel

Compliance Officer

Project Manager

Operations Director

Finance Manager

Vendor Management Specialist

Contract Administrator

Risk Manager

Talent Acquisition Manager

Business Unit Head

Department Director

Find the exact document you need

Printable Facial Intake Form

A POPIA-compliant facial treatment intake and consent form for South African aesthetic practices, collecting essential client information and medical history.

How a Sales & Marketing Lead uses Genie AI to reduce contract drafting time by 95%

Let's create your Consulting Intake Form

Authors

Alex Denne

Find the exact document you need

Printable Facial Intake Form

Holistic Intake Form

Mediation Intake Form

Health Coach Intake Form

Reflexology Intake Form

Counseling Intake Interview Form

Yoga Intake Form

Event Intake Form

Legal Intake Form

Event Planning Client Intake Form

Nutrition Intake Form

Counseling Intake Form

Project Intake Form

General Intake Form

Therapy Intake Form

Real Estate Lead Intake Form

Real Estate Client Intake Form

Phone Intake Form

Initial Intake Form

Client Intake Assessment Form

Cavitation Intake Form

Veterinary Intake Form

Financial Coaching Intake Form

Virtual Assistant Intake Form

Hypnotherapy Client Intake Form

Home Care Intake Form

Case Intake Form

Inventory Intake Form

Biopsychosocial Intake Form

Vehicle Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Consulting Intake Form

Case Management Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Creative Intake Form

Esthetician Client Intake Form

Client Intake Form

Lead Intake Form

Employment Intake Form

Vendor Intake Form

Intake Assessment Form

Clinical Intake Form

Procurement Intake Form

Patient Intake Form

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Commercial

Employment

IP

Administration

Finance

R&D

Use Cases