Consulting Intake Form

Consulting Intake Form Template for Hong Kong

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Key Requirements PROMPT example:

"I need a Consulting Intake Form for our Hong Kong fintech startup to screen potential IT security consultants, with emphasis on cybersecurity credentials and mainland China experience, to be used starting January 2025."

Document background

The Consulting Intake Form is a crucial preliminary document used in Hong Kong's business environment to streamline the process of engaging consultants. It serves as the first formal step in establishing a consulting relationship, collecting comprehensive information about the consultant's capabilities, experience, and business details while ensuring compliance with Hong Kong's legal requirements. This document is typically used when an organization is considering engaging external consulting services and needs to gather standardized information for evaluation and due diligence purposes. The form includes sections covering business registration details, professional qualifications, service offerings, and compliance declarations, all structured to align with Hong Kong's regulatory framework and business practices.

Suggested Sections

1. Consultant Information: Basic details including full legal name, business registration number, contact information, and professional qualifications

2. Service Requirements: Detailed description of consulting services needed, including industry sector, scope, and specific expertise required

3. Project Parameters: Expected timeline, deliverables, and any specific milestones or deadlines

4. Budget Information: Expected fee range, payment terms preferences, and any budget constraints

5. Compliance Declarations: Declarations regarding business registration status, professional certifications, and data privacy consent

6. Conflict of Interest Disclosure: Declaration of any potential conflicts with existing clients or competitors

7. Experience and References: Relevant past projects and reference contacts

8. Availability: Current commitments and availability for the project

Optional Sections

1. Team Composition: Details of team members if not a solo consultant, used when the project might require multiple resources

2. Insurance Coverage: Professional indemnity and liability insurance details, relevant for high-value or high-risk engagements

3. Security Clearance: Information about security clearances or background checks, necessary for sensitive projects

4. Technology Requirements: Specific technology platforms or tools required, relevant for technical consulting projects

5. Travel Capability: Willingness and ability to travel, necessary for projects requiring on-site presence

6. Language Capabilities: Language proficiency details, important for projects requiring multiple language skills

Suggested Schedules

1. Rate Card: Standard rate card or fee structure for different types of services

2. Qualification Certificates: Copies of relevant professional certifications and qualifications

3. Business Registration: Copy of Hong Kong business registration certificate

4. Professional Insurance: Proof of professional indemnity insurance coverage

5. Sample Work: Examples of relevant past work or case studies, with appropriate confidentiality measures

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

Financial Services

Technology

Manufacturing

Professional Services

Retail

Healthcare

Real Estate

Education

Telecommunications

Logistics and Supply Chain

Energy

Construction

Media and Entertainment

Relevant Teams

Procurement

Legal

Finance

Human Resources

Operations

Compliance

Risk Management

Project Management Office

Vendor Management

Business Development

Strategic Planning

Relevant Roles

Procurement Manager

Legal Counsel

Project Manager

Department Head

Chief Financial Officer

Chief Operating Officer

HR Director

Compliance Officer

Risk Manager

Business Unit Director

Vendor Management Specialist

Operations Manager

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