Consulting Intake Form Template for England and Wales

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Consulting Intake Form

I need a Consulting Intake Form for my IT consultancy firm based in London, which will be used to gather information from enterprise-level clients with a focus on cybersecurity requirements and compliance with UK financial sector regulations.

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What is a Consulting Intake Form?

The Consulting Intake Form is a fundamental document used at the outset of potential consulting engagements in England and Wales. It serves as a comprehensive information-gathering tool that helps consultants understand client needs, assess project feasibility, and prepare accurate proposals. The form typically includes sections for business details, project scope, timeline expectations, and budget parameters, ensuring all relevant information is captured systematically. This document is essential for compliance with UK regulations, including data protection laws, and forms the basis for subsequent consulting agreements.

What sections should be included in a Consulting Intake Form?

1. Client Information: Basic contact details, business information, company registration numbers, and primary contact details

2. Project Requirements: Detailed scope of work, project objectives, expected deliverables, and success criteria

3. Timeline and Milestones: Expected project start date, duration, key milestones, and delivery schedule

4. Budget and Resources: Financial expectations, budget constraints, and resource requirements

5. Key Stakeholders: List of decision-makers, project sponsors, and their roles in the project

What sections are optional to include in a Consulting Intake Form?

1. Existing Systems Analysis: Details of current systems or processes in place, relevant for projects involving system replacement or upgrade

2. Technical Requirements: Specific technical specifications and requirements, applicable for technology-focused consulting projects

3. Team Structure: Client's team composition and organizational structure, relevant for large organizational projects

4. Regulatory Compliance: Industry-specific regulatory requirements and compliance needs, essential for regulated sectors

What schedules should be included in a Consulting Intake Form?

1. Privacy Notice: Detailed information about data collection, processing, and storage practices in compliance with UK GDPR

2. Terms of Service: Standard consulting terms and conditions including liability, confidentiality, and intellectual property rights

3. Rate Card: Standard pricing structure, payment terms, and additional costs

4. Required Documents Checklist: Comprehensive list of documents and information required from the client

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

Retail
Professional Services
Hospitality
Technology
Manufacturing

Relevant Teams

Legal
Corporate Affairs
Marketing
Operations
Compliance

Relevant Roles

Business Owner
Company Director
Legal Counsel
Company Secretary
Brand Manager

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What is a Consulting Intake Form?

What sections should be included in a Consulting Intake Form?

What sections are optional to include in a Consulting Intake Form?

What schedules should be included in a Consulting Intake Form?

Authors

Alex Denne

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