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Legal Intake Form

Legal Intake Form Template for Switzerland

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Key Requirements PROMPT example:

Legal Intake Form

"I need a Legal Intake Form in German and English for our Swiss law firm's corporate clients, focusing on technology sector matters and including specific sections for IP rights and corporate structure documentation."

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Document background
The Legal Intake Form is a fundamental document used by Swiss legal practitioners to initiate client relationships and ensure compliance with regulatory requirements. This document is essential for law firms and legal departments operating in Switzerland, where strict data protection laws and professional conduct rules govern the collection and processing of client information. The form must comply with the Federal Act on Data Protection (FADP), Swiss Bar Association regulations, and canton-specific requirements. It typically includes sections for client identification, matter details, conflict checks, fee arrangements, and necessary authorizations. The Legal Intake Form serves as the foundation for all subsequent legal services and documentation, ensuring proper due diligence and professional obligations are met from the outset of the attorney-client relationship.
Suggested Sections

1. Client Personal Information: Basic identification details including full name, date of birth, nationality, and contact information

2. Identity Verification: Documentation of client identification in compliance with Swiss due diligence requirements

3. Matter Information: Details of the legal issue or services requested, including timeline and urgency

4. Conflict Check Authorization: Client's authorization to perform conflict checks and related disclosures

5. Fee Structure Agreement: Acknowledgment of fee arrangements, billing procedures, and payment terms

6. Data Protection Declaration: FADP-compliant declaration regarding the collection and processing of personal data

7. Professional Secrecy Agreement: Acknowledgment of attorney-client privilege and confidentiality obligations

8. Client Signature and Date: Formal execution section including client's signature and date of completion

Optional Sections

1. Business Entity Information: For corporate clients: company details, registration numbers, and authorized representatives

2. Additional Parties: Information about other relevant parties when multiple individuals or entities are involved

3. Prior Legal Proceedings: Details of any related previous or ongoing legal matters

4. Language Preferences: Preferred language for communication and documentation (relevant in multilingual Switzerland)

5. Insurance Coverage: Information about legal expense insurance or other relevant insurance coverage

6. Special Instructions: Any specific requirements or preferences for handling the matter

Suggested Schedules

1. Identity Documentation: Copies of passport, ID card, or other official identification documents

2. Power of Attorney: Standard power of attorney form if representation is required

3. Corporate Documents: For business clients: excerpt from commercial register, articles of association, etc.

4. Fee Schedule: Detailed breakdown of fee structures and billing arrangements

5. Privacy Notice: Detailed information about data protection rights and practices

6. Consent Forms: Additional authorization forms for specific actions or information sharing

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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

Legal Services

Financial Services

Banking

Insurance

Healthcare

Manufacturing

Technology

Real Estate

Construction

Pharmaceuticals

Transportation

Education

Retail

Hospitality

Professional Services

Relevant Teams

Legal

Compliance

Risk Management

Client Relations

Operations

Administration

Data Protection

Corporate Governance

Document Management

Client Onboarding

Relevant Roles

Attorney

Legal Counsel

Paralegal

Compliance Officer

Risk Manager

Legal Administrator

Managing Partner

Client Relations Manager

Data Protection Officer

Legal Operations Manager

Practice Group Leader

General Counsel

Company Secretary

Legal Assistant

Office Manager

Industries







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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