New Client Intake Form

New Client Intake Form Template for England and Wales

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Key Requirements PROMPT example:

"I need a New Client Intake Form for my physiotherapy practice that includes detailed medical history sections and GDPR compliance, to be implemented by March 2025 when we launch our new clinic in Manchester."

Document background

The New Client Intake Form is a fundamental document used across various industries in England and Wales to initiate client relationships. It serves as the primary tool for gathering crucial information about new clients, ensuring compliance with UK regulatory requirements, and establishing clear service expectations. The form typically includes sections for personal information, service requirements, data protection notices, and relevant declarations. It helps organizations maintain proper records while meeting their legal obligations under UK GDPR, Money Laundering Regulations, and other applicable laws.

Suggested Sections

1. Personal Information: Basic contact details, address, and identification information of the client

2. Service Requirements: Details of client's specific needs, service expectations, and scope of engagement

3. Data Protection Notice: Mandatory information about how personal data will be collected, used, stored and protected in compliance with UK GDPR

4. Declaration: Client confirmation of accuracy of provided information and consent for data processing

Optional Sections

1. Financial Information: Section for collecting financial details, bank information, and credit history where relevant for financial services

2. Health Information: Section for collecting relevant medical history or health-related information for health services or insurance

3. Marketing Preferences: Optional section for collecting marketing consent and communication preferences

Suggested Schedules

1. Terms and Conditions: Standard terms of service or engagement including rights and obligations of both parties

2. Privacy Policy: Detailed information about data handling practices and client privacy rights

3. Service Schedule: Detailed breakdown of services to be provided, including scope and any limitations

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

Professional Services
Healthcare
Financial Services
Education
Retail

Relevant Teams

Client Services
Compliance
Operations
Sales
Legal

Relevant Roles

Client Relations Manager
Compliance Officer
Business Development Manager
Account Manager
Operations Manager

Find the exact document you need

Medical Intake Form

A standardized template for collecting patient information in England and Wales, compliant with UK healthcare and data protection regulations.

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Let's create your New Client Intake Form

Authors

Alex Denne

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