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Intake Form

Intake Form Template for Qatar

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Key Requirements PROMPT example:

Intake Form

"I need a bilingual (Arabic/English) Intake Form for my Qatar-based medical clinic that collects patient information, medical history, and insurance details, with specific sections for emergency contacts and consent for sharing information with insurance providers."

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Document background
The Intake Form is a fundamental document used across various sectors in Qatar to initiate formal relationships between service providers and their clients. This document is essential for gathering necessary information about clients while ensuring compliance with Qatar's legal framework, particularly Law No. 22 of 2004 (Civil Code) and Law No. 13 of 2016 (Protection of Personal Data Privacy). The Intake Form typically includes sections for personal information, contact details, service requirements, and necessary declarations, with additional modules that can be customized based on specific industry requirements. It serves as the first step in client onboarding, ensuring that all required information is collected systematically while maintaining proper documentation for regulatory compliance and service delivery purposes. The form must be available in both Arabic and English, reflecting Qatar's official language requirements.
Suggested Sections

1. Personal Information: Basic client details including full name (Arabic and English), Qatar ID/passport number, nationality, and contact information

2. Contact Details: Comprehensive contact information including residential address, mailing address, phone numbers, email, and preferred method of contact

3. Service Requirements: Specific details about the service(s) being requested or purpose of engagement

4. Emergency Contact Information: Alternative contact person's details in case of emergencies

5. Declaration and Consent: Client's declaration of information accuracy and consent for data processing as per Qatar's privacy laws

Optional Sections

1. Business Information: For business clients: company details, commercial registration number, and authorized representatives' information

2. Financial Information: When financial services are involved: bank details, income information, and source of funds declaration

3. Health Information: For medical or insurance services: relevant medical history and current health status

4. Professional Qualifications: For professional service applications: educational background, certifications, and work experience

5. Residency Status: For expatriate clients: visa status, sponsor information, and residency permit details

Suggested Schedules

1. Required Documents Checklist: List of supporting documents that must be submitted with the intake form

2. Terms and Conditions: Detailed terms governing the service relationship and data handling

3. Fee Schedule: If applicable, breakdown of service fees and payment terms

4. Privacy Notice: Detailed information about how personal data will be collected, used, and protected

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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

















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Relevant Industries

Legal Services

Financial Services

Healthcare

Education

Real Estate

Professional Services

Insurance

Banking

Consulting

Government Services

Telecommunications

Hospitality

Relevant Teams

Legal

Compliance

Customer Service

Operations

Risk Management

Administration

Client Relations

Data Protection

Front Office

Business Development

Relevant Roles

Client Services Manager

Compliance Officer

Legal Counsel

Customer Relations Manager

Operations Manager

Risk Manager

Branch Manager

Administrative Officer

Onboarding Specialist

Data Protection Officer

Business Development Manager

Service Coordinator

Industries





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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