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Consulting Intake Form Template for England and Wales

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Key Requirements PROMPT example:

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.

Document background
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.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions

















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Relevant Industries
Relevant Teams
Relevant Roles
Industries

UK GDPR and Data Protection Act 2018: Key legislation governing how personal data must be collected, processed, and stored in the UK. Essential for any intake form that will collect personal information from clients.

Privacy and Electronic Communications Regulations (PECR): Specific rules for electronic communications, relevant if the intake form involves electronic data collection or communication methods.

Consumer Rights Act 2015: Fundamental legislation protecting consumer rights when dealing with individual clients, affecting terms and conditions that can be included in the intake form.

Unfair Contract Terms Act 1977: Regulates unfair terms in contracts, ensuring balanced and fair conditions in the consulting agreement.

Contracts (Rights of Third Parties) Act 1999: Governs how third parties may be involved in or affected by the contract, relevant if the consulting work might impact other parties.

Companies Act 2006: Specifies requirements for business information and documentation that must be included in commercial contracts and forms.

Consumer Contracts Regulations 2013: Provides specific requirements for information that must be given to consumers before entering into a contract, including cancellation rights.

Professional Indemnity Insurance Requirements: Regulatory requirements for professional services providers to maintain appropriate insurance coverage.

Electronic Commerce Regulations 2002: Governs electronic commerce and digital contracts, particularly relevant for online intake forms and digital service provision.

Money Laundering Regulations 2017: Requires certain due diligence checks and information collection for anti-money laundering compliance.

Equality Act 2010: Ensures that the intake process and form content do not discriminate against protected characteristics and provide equal access to services.

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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