Create a bespoke document in minutes, Â 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
Business Client Intake Form
"I need a Business Client Intake Form for my consulting firm that focuses on data security compliance and includes enhanced due diligence sections for financial sector clients, as we're expanding our services to fintech companies in March 2025."
1. Business Information: Legal business name, trading names, registration numbers, VAT status
2. Contact Details: Primary contact information, registered address, correspondence address
3. Business Structure: Legal structure, ownership details, authorized representatives
4. Service Requirements: Specific services requested, scope of work, objectives
5. Financial Information: Banking details, payment terms, credit references
1. Additional Stakeholders: Information about other key personnel, when multiple points of contact needed
2. Industry-Specific Requirements: Additional information based on specific industry regulations
3. Marketing Preferences: Communication preferences for marketing purposes, if relevant
4. International Operations: Details about international business activities, if applicable
1. KYC Documentation: Copies of identification documents, proof of address, company registration
2. Service Schedule: Detailed breakdown of services requested and associated costs
3. Terms and Conditions: Standard terms of business relationship
4. Privacy Notice: Details of how client data will be processed and stored
Authors
Find the exact document you need
Nonprofit Client Intake Form
A standardized form used by nonprofits in England and Wales to collect client information and service requirements while maintaining compliance with UK data protection laws.
Consignment Intake Form
A legal document used in England and Wales to record receipt of goods for consignment sale, serving as both receipt and contract.
Nonprofit Intake Form
A standardized form used by UK nonprofits to collect and process initial service user information, compliant with England and Wales charity law.
Financial Coaching Intake Form
A regulatory-compliant intake form for financial coaching services in England and Wales.
Event Planning Intake Form
A standardized form used in England and Wales to collect crucial event planning information from clients, ensuring compliance with UK regulations.
Catering Intake Form
A standardized form for collecting catering service requirements under English and Welsh law.
Case Intake Form
A standardized form used in England and Wales legal practice for collecting new client and case information, ensuring regulatory compliance.
Referral Intake Form
A standardized document used in England and Wales for recording and processing service referrals while ensuring compliance with UK regulations.
Inventory Intake Form
A legal document used in England and Wales to record property condition and contents for tenancy management purposes.
Wellness Intake Form
A legal document used in England and Wales for collecting client health and personal information before providing wellness services.
Vehicle Intake Form
A legal document used in England and Wales to record vehicle condition and details upon entry to a service facility.
Marriage Counseling Intake Form
A regulated intake document used in England and Wales for collecting essential information from couples seeking marriage counseling services.
Financial Intake Form
A regulatory-compliant document used in England and Wales to gather client financial information and establish financial service relationships.
Consulting Intake Form
A standardized form used in England and Wales to collect initial client information and project requirements for consulting engagements.
Case Management Intake Form
A standardized form used in England and Wales legal practice for collecting new client information and initializing case management processes.
Order Intake Form
A standardized form under English and Welsh law for capturing and processing customer orders, ensuring legal compliance and clear documentation of transaction details.
Bookkeeping Client Intake Form
A standardized form used in England and Wales to collect new client information for bookkeeping services, ensuring compliance with UK regulations.
Salon Client Intake Form
A legally compliant form used in England and Wales for collecting essential client information and consents for salon services.
Creative Intake Form
A standardized form used in England and Wales for gathering client requirements and project specifications for creative services.
Lead Intake Form
A legally compliant form for collecting potential customer information under English and Welsh law.
Employment Intake Form
A standardized document used in England and Wales for collecting essential information from new employees during onboarding, ensuring legal compliance.
Vendor Intake Form
A standardized form under English and Welsh law for collecting essential vendor information during the supplier onboarding process.
Clinical Intake Form
A standardized medical documentation tool used in England and Wales for collecting essential patient information and consent at initial healthcare contact.
Procurement Intake Form
A standardized form used in England and Wales to initiate and document procurement requests, ensuring regulatory compliance and procurement best practices.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’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; ³Ò±ð²Ô¾±±ð’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 for more details and real-time security updates.
Read our Privacy Policy.