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Client Intake Form

Client Intake Form Template for Denmark

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Client Intake Form

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Document background
The Client Intake Form serves as a crucial initial document for establishing professional relationships with new clients in Denmark. It is designed to capture comprehensive client information while ensuring compliance with Danish business laws and EU GDPR requirements. The form is typically used at the beginning of a client engagement to collect essential contact information, understand service requirements, obtain necessary consents, and document client preferences. It includes mandatory data protection notices and consent mechanisms as required by Danish law, making it suitable for both business-to-business and business-to-consumer relationships. The document helps organizations maintain proper client records, ensure regulatory compliance, and establish clear communication channels from the outset of the relationship.
Suggested Sections

1. Client Information: Basic contact details including name, address, phone, email, and preferred contact method

2. Business/Organization Details: If applicable - company name, registration number (CVR), business address, and role of contact person

3. Service Requirements: Description of client's needs and specific services requested

4. Data Processing Consent: GDPR-compliant consent for collecting and processing personal data, including specific purposes

5. Communication Preferences: Preferred methods and frequency of communication, marketing consent

6. Payment Information: Billing details and preferred payment method

7. Terms Acknowledgment: Client's confirmation of understanding and accepting standard terms of service

Optional Sections

1. Special Requirements: Used when client has specific needs or accommodations that need to be documented

2. Industry-Specific Information: Additional fields relevant to specific industries or professional services

3. Third-Party Authorization: Used when client authorizes other individuals or entities to act on their behalf

4. Regulatory Compliance: Additional compliance information for regulated industries or activities

5. Insurance Information: When service requires or involves insurance coverage

6. Emergency Contacts: When service nature requires emergency contact information

Suggested Schedules

1. Privacy Notice: Detailed information about how personal data is collected, processed, and protected

2. Service Terms and Conditions: Standard terms and conditions of service provision

3. Fee Schedule: Breakdown of standard fees and charging structure if applicable

4. Required Documentation Checklist: List of additional documents client needs to provide

5. Data Processing Agreement: Detailed GDPR-compliant agreement for processing personal data

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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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