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Consulting Intake Form

Consulting Intake Form Template for Ireland

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Key Requirements PROMPT example:

Consulting Intake Form

"I need a Consulting Intake Form for my IT consulting firm based in Dublin, focusing on cybersecurity services, with strong emphasis on GDPR compliance and data protection sections, to be implemented by March 2025."

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Document background
The Consulting Intake Form serves as the primary information-gathering instrument for consulting firms operating under Irish jurisdiction. It is typically used at the outset of potential consulting engagements to collect crucial details about the client's business, objectives, and requirements. The form ensures compliance with Irish contract law and EU data protection regulations while gathering information necessary for assessing project scope, feasibility, and resource requirements. This document is essential for consulting firms to evaluate potential engagements, understand client needs, and prepare appropriate proposals or consulting agreements. The intake form includes sections covering client business information, project requirements, timeline expectations, and budget considerations, all structured to comply with Irish legal requirements and business practices.
Suggested Sections

1. 1. Parties: Details of the consulting firm and the potential client, including full legal names, registration numbers, and contact information

2. 2. Background: Brief context about the consulting firm's services and the purpose of the intake form

3. 3. Definitions: Key terms used throughout the form

4. 4. Client Business Information: Essential details about the client's business, including industry, size, structure, and current operations

5. 5. Project Requirements: Detailed description of the client's consulting needs, objectives, and expected outcomes

6. 6. Timeline and Urgency: Client's preferred timeline, key deadlines, and any urgent requirements

7. 7. Budget Information: Client's budget range and any financial constraints

8. 8. Current Challenges: Specific problems or challenges the client is seeking to address

9. 9. Data Protection Consent: GDPR-compliant consent for processing provided information

10. 10. Declaration: Client's confirmation that all provided information is accurate and truthful

Optional Sections

1. Existing Solutions: Section for describing current or previously attempted solutions, used when client has already taken steps to address their challenges

2. Stakeholder Information: Additional section for complex projects involving multiple decision-makers or stakeholders

3. Technical Requirements: Detailed section for projects involving technical implementations or system integration

4. Compliance Requirements: Section for industries with specific regulatory requirements or compliance needs

5. Previous Consulting Experience: Section to understand client's history with other consultants, used for more complex engagements

Suggested Schedules

1. Schedule A - Service Categories: Checklist of available consulting service categories for client selection

2. Schedule B - Information Security Questionnaire: Standard security and data protection questions for clients handling sensitive information

3. Schedule C - Key Personnel Form: Template for listing key project stakeholders and their roles

4. Appendix 1 - Required Documentation List: Checklist of documents the client needs to provide

5. Appendix 2 - Privacy Notice: Detailed privacy notice explaining how the collected information will be 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

Professional Services

Information Technology

Financial Services

Healthcare

Manufacturing

Retail

Education

Non-Profit

Construction

Energy

Telecommunications

Legal Services

Real Estate

Transportation and Logistics

Relevant Teams

Legal

Business Development

Operations

Client Relations

Compliance

Sales

Project Management

Consulting

Contract Administration

Risk Management

Relevant Roles

Managing Director

Consulting Director

Business Development Manager

Project Manager

Client Relations Manager

Operations Manager

Legal Counsel

Compliance Officer

Data Protection Officer

Business Analyst

Senior Consultant

Partnership Manager

Sales Director

Account Executive

Contract Administrator

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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