Virtual Assistant Intake Form

Virtual Assistant Intake Form Template for Pakistan

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Key Requirements PROMPT example:

"I need a Virtual Assistant Intake Form for my Pakistan-based tech startup that will be hiring three virtual assistants starting March 2025, with emphasis on data security protocols and clear performance metrics for social media management and customer support tasks."

Document background

The Virtual Assistant Intake Form is designed to address the growing demand for remote administrative and professional support services in Pakistan's digital economy. This document is typically used at the commencement of a virtual assistance relationship to gather essential information, establish service parameters, and create a clear understanding between parties. It incorporates requirements from Pakistan's Electronic Transactions Ordinance 2002, Contract Act 1872, and relevant data protection regulations. The form covers crucial aspects such as scope of services, communication protocols, data security measures, and payment terms. It's particularly relevant for businesses and individuals seeking to formalize their virtual assistance arrangements in a legally compliant manner within the Pakistani jurisdiction.

Suggested Sections

1. Parties: Details of the client and the virtual assistant, including full legal names, contact information, and business registration details if applicable

2. Background: Brief context about the purpose of the engagement and the nature of virtual assistance required

3. Definitions: Key terms used throughout the form defined for clarity and legal certainty

4. Service Requirements: Detailed description of the virtual assistance services needed, including primary tasks and responsibilities

5. Working Hours and Availability: Specified working hours, time zone considerations, and response time expectations

6. Communication Channels: Preferred methods of communication and collaboration tools to be used

7. Data Protection and Confidentiality: Agreements regarding handling of sensitive information and client data in compliance with Pakistani law

8. Rate and Payment Terms: Agreed hourly rate or package pricing, payment schedule, and accepted payment methods

9. Term and Termination: Duration of the engagement and conditions for termination of services

10. Intellectual Property Rights: Ownership and rights regarding work products created during the engagement

Optional Sections

1. Project-Specific Requirements: Used when the VA is being hired for specific projects rather than ongoing support

2. Team Collaboration: Include when the VA will be working with other team members or contractors

3. Performance Metrics: Add when specific KPIs or performance measurements are required

4. Training Requirements: Include when specific training or onboarding is needed for the role

5. Emergency Protocol: Add for roles requiring handling of time-sensitive or critical tasks

6. Non-Compete Clause: Include when dealing with sensitive industry information or competitive services

7. International Payment Terms: Add for international clients, including currency and exchange rate provisions

Suggested Schedules

1. Schedule A - Detailed Service Scope: Comprehensive list of tasks, responsibilities, and deliverables

2. Schedule B - Rate Card: Detailed breakdown of rates for different types of services or tasks

3. Schedule C - Tools and Software: List of required software, tools, and systems with access requirements

4. Schedule D - Security Protocol: Detailed security measures and data protection procedures

5. Appendix 1 - Client Guidelines: Client-specific procedures, brand guidelines, or communication protocols

6. Appendix 2 - Qualification Documents: Copies of relevant certifications or qualifications of the VA

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

Education

Financial Services

Real Estate

Retail

Digital Marketing

Consulting

Legal Services

Non-profit Organizations

Entertainment

Media

Startup Ecosystem

Relevant Teams

Human Resources

Operations

Administration

Legal

Procurement

Executive Office

Project Management Office

Digital Operations

Compliance

Finance

Business Development

Relevant Roles

Business Owner

Executive Assistant

Office Manager

Operations Director

HR Manager

Project Manager

Virtual Assistant

Remote Services Coordinator

Freelance Administrator

Digital Business Manager

Executive Director

Small Business Owner

Startup Founder

Department Head

Administrative Coordinator

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