Virtual Assistant Client Intake Form

Virtual Assistant Client Intake Form Template for India

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Key Requirements PROMPT example:

"I need a Virtual Assistant Client Intake Form for my tech startup in Bangalore that handles sensitive customer data and requires virtual assistants to access multiple software platforms; the form must include strong data protection clauses and detailed system access protocols."

Document background

The Virtual Assistant Client Intake Form is a crucial document used in the Indian market for initiating professional relationships between virtual assistant service providers and their clients. This document is designed to comply with Indian legislation, including the Information Technology Act, 2000, and the Digital Personal Data Protection Act, 2023. It serves multiple purposes: collecting essential client information, establishing service scope, determining access levels, setting communication protocols, and ensuring proper data handling practices. The form is particularly important in the current digital business environment where remote work and virtual services have become increasingly prevalent. It helps protect both parties' interests while ensuring regulatory compliance in the Indian jurisdiction.

Suggested Sections

1. Client Information: Basic details including name, business name, contact information, and address

2. Business Profile: Nature of business, industry, company size, and brief description of operations

3. Service Requirements: Specific virtual assistant services needed, including scope and frequency

4. Communication Preferences: Preferred communication methods, time zones, and response time expectations

5. Data Processing Consent: Explicit consent for collecting and processing personal data as per Indian data protection laws

6. Confidentiality Agreement: Standard confidentiality terms for handling business and personal information

7. Working Hours and Availability: Expected working hours, availability requirements, and time zone considerations

8. Emergency Contact: Secondary contact information for urgent situations

Optional Sections

1. Team Access Requirements: Used when virtual assistant needs to interact with client's team members or systems

2. Special Software Requirements: Include when specific software or tools need to be used or accessed

3. Social Media Management: Add when social media handling is part of the service scope

4. Payment Processing Authority: Include when VA requires access to payment or financial systems

5. International Operations: Add for clients with international business requiring cross-border data handling

6. Specialized Industry Requirements: Include for industries with specific regulatory or compliance needs

Suggested Schedules

1. Schedule A - Service Package Details: Detailed breakdown of selected service package and specific tasks included

2. Schedule B - Rate Card: Pricing details for different services and additional charges if applicable

3. Schedule C - Systems Access Checklist: List of systems, platforms, and tools the VA needs access to

4. Appendix 1 - Data Processing Agreement: Detailed terms for handling personal and sensitive data in compliance with Indian law

5. Appendix 2 - Security Protocol: Security measures and protocols for handling sensitive information

6. Appendix 3 - Task Delegation Matrix: Clear outline of tasks, responsibilities, and authorization levels

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

Technology

E-commerce

Professional Services

Healthcare

Real Estate

Financial Services

Education

Retail

Manufacturing

Consulting

Media and Entertainment

Non-profit Organizations

Start-ups

Small and Medium Enterprises

Relevant Teams

Operations

Human Resources

Legal

Compliance

Information Technology

Administrative Services

Project Management

Customer Service

Data Protection

Business Development

Relevant Roles

Operations Manager

Virtual Assistant

Executive Assistant

Business Owner

Office Manager

Compliance Officer

Data Protection Officer

HR Manager

Project Manager

Department Head

Chief Executive Officer

Small Business Owner

Freelance Professional

Administrative Coordinator

Business Development Manager

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