Virtual Assistant Intake Form

Virtual Assistant Intake Form Template for Australia

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

4.6 / 5

4.8 / 5

Let's create your Virtual Assistant 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:

"I need a Virtual Assistant Intake Form for my small consulting business that will hire its first VA in March 2025, focusing on basic administrative tasks and email management, with standard privacy protections."

Document background

The Virtual Assistant Intake Form is a critical document used when establishing a new virtual assistance service relationship in Australia. It serves as the initial point of engagement between virtual assistant service providers and their clients, collecting essential information about service requirements, communication preferences, and authorization levels. This document ensures compliance with Australian legislation, including the Privacy Act 1988, Electronic Transactions Act 1999, and Australian Consumer Law. The form is designed to capture comprehensive information about the client's needs, establish service parameters, and document consent for data handling, while creating a foundation for the service relationship. It's particularly important in the current digital business environment where remote work and virtual services have become increasingly prevalent.

Suggested Sections

1. Client Information: Basic contact details and business information of the client

2. Service Requirements: Detailed description of virtual assistant services needed, including work hours, tasks, and priorities

3. Communication Preferences: Preferred methods and timing of communication, response time expectations

4. Access and Security: Required system access, login credentials, security protocols, and confidentiality requirements

5. Data Handling Consent: Client's consent for data collection, storage, and processing in compliance with Privacy Act 1988

6. Service Level Expectations: Expected turnaround times, availability requirements, and quality standards

7. Payment Information: Billing details, preferred payment methods, and billing cycle preferences

8. Emergency Contacts: Alternative contact persons and escalation procedures

9. Compliance Acknowledgment: Client's acknowledgment of privacy policies and data handling procedures

Optional Sections

1. Team Access Requirements: For clients requiring VA access for multiple team members

2. International Services: Additional requirements for clients needing services across different time zones or countries

3. Special Software Requirements: For clients requiring use of specific software or platforms

4. Intellectual Property Handling: Special requirements for handling client's intellectual property

5. Training Requirements: Specific training needs for the VA to handle client's tasks

6. Custom Reporting: Special reporting or documentation requirements

7. Confidentiality Agreement: Additional confidentiality terms for highly sensitive information

Suggested Schedules

1. Schedule A - Task List: Detailed breakdown of regular tasks and responsibilities

2. Schedule B - Access Credentials Form: Template for documenting various system access credentials

3. Schedule C - Rate Card: Detailed pricing structure for different types of services

4. Schedule D - Service Level Agreement: Specific metrics and standards for service delivery

5. Appendix 1 - Privacy Policy: Detailed privacy policy and data handling procedures

6. Appendix 2 - Software and Tools List: List of required software, tools, and access requirements

7. Appendix 3 - Emergency Procedures: Detailed procedures for handling urgent requests or issues

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 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

Professional Services

Technology

Healthcare

Real Estate

Financial Services

Education

E-commerce

Consulting

Legal Services

Creative Industries

Non-profit Organizations

Retail

Manufacturing

Hospitality

Relevant Teams

Operations

Administration

Human Resources

Legal

Compliance

Executive Support

Project Management

Business Development

Customer Service

Information Technology

Relevant Roles

Business Owner

Executive Assistant

Office Manager

Operations Director

Project Manager

Small Business Owner

Startup Founder

Department Head

Administrative Manager

Chief Executive Officer

Practice Manager

Business Development Manager

Human Resources Manager

Virtual Assistant

Productivity Consultant

Find the exact document you need

Massage Client History Form

An Australian-compliant massage therapy client intake and health history form for collecting essential client information and consent.

��������Ƶ

How a Sales & Marketing Lead uses ��������Ƶ to reduce contract drafting time by 95%

Let's create your Virtual Assistant Intake Form

Authors

Alex Denne

Find the exact document you need

Massage Client History Form

Contact Intake Form

Business Intake Form

Digital Massage Intake Form

Work Intake Form

Reflexology Intake Form

Counseling Intake Interview Form

Computer Repair Intake Form

Yoga Intake Form

Naturopathic Intake Form

Event Intake Form

Chiropractic Patient Intake Form

Consulting Client Intake Form

Legal Intake Form

Physical Therapy Intake Form

General Client Intake Form

Marketing Intake Form

Event Planning Client Intake Form

Nutrition Intake Form

Project Intake Form

Accounting Client Intake Form

Therapy Intake Form

Real Estate Client Intake Form

Phone Intake Form

Marketing Client Intake Form

Initial Intake Form

Aromatherapy Client Intake Form

Creative Project Intake Form

Veterinary Intake Form

Massage Consent Form

Virtual Assistant Intake Form

Massage Client Intake Form

Hypnotherapy Client Intake Form

Home Care Intake Form

Catering Intake Form

Referral Intake Form

Biopsychosocial Intake Form

Wellness Intake Form

Vehicle Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Financial Intake Form

Case Management Intake Form

Order Intake Form

Salon Client 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

�ұ�Ծ���’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Use Cases

��Ƶ

How a Sales & Marketing Lead uses ��Ƶ to reduce contract drafting time by 95%

�ұ�Ծ��’s Security Promise