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Business Client Intake Form

Business Client Intake Form Template for Ireland

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Key Requirements PROMPT example:

Business Client Intake Form

"I need a Business Client Intake Form for my Dublin-based consulting firm that will be used digitally from January 2025, with strong emphasis on GDPR compliance and the ability to collect detailed project requirements from potential clients."

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Document background
The Business Client Intake Form serves as a fundamental document in establishing new business relationships within the Irish jurisdiction. It is designed to capture all necessary information required for client onboarding while ensuring compliance with Irish and EU regulations, including the Data Protection Act 2018, GDPR, and relevant AML legislation. This document is typically used at the commencement of a business relationship to gather essential information about the client company, understand their service needs, and establish the framework for the business engagement. The form includes comprehensive sections covering business details, contact information, service requirements, and necessary authorizations, while incorporating specific Irish legal requirements and business practices. It serves as both a practical tool for gathering client information and a compliance document that helps organizations meet their regulatory obligations under Irish law.
Suggested Sections

1. Business Information: Basic details including registered business name, trading name, company registration number, VAT number, and registered address

2. Contact Details: Primary contact person, position, phone, email, and alternative contact information

3. Business Profile: Nature of business, years in operation, number of employees, annual turnover range

4. Service Requirements: Specific services needed, scope of work, preferred timeline

5. Financial Information: Banking details, payment terms preferences, credit reference information

6. Data Protection Consent: GDPR-compliant consent for data processing and storage

7. Declarations and Signatures: Confirmation of information accuracy and authority to engage services

Optional Sections

1. Additional Business Locations: For businesses with multiple locations or branches

2. Group Structure: For businesses that are part of a larger corporate group or have subsidiaries

3. Industry-Specific Requirements: Additional information required for regulated industries or specific sectors

4. Previous Service Provider Information: Details of previous service providers if relevant to service transition

5. Risk Assessment Questionnaire: Additional risk-related questions for high-risk industries or services

Suggested Schedules

1. Schedule A - Required Documentation Checklist: List of required documents such as certificate of incorporation, VAT registration, insurance certificates

2. Schedule B - Service Categories and Pricing: Detailed breakdown of service options and associated fee structures

3. Schedule C - Terms and Conditions: Standard terms and conditions for service engagement

4. Appendix 1 - AML Documentation Requirements: Specific documentation required for anti-money laundering compliance

5. Appendix 2 - Data Processing Agreement: GDPR-compliant data processing terms and conditions

Authors

Alex Denne

Head of Growth (Open Source Law) @ 红杏直播 | 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

Financial Services

Legal Services

Accounting

Consulting

Information Technology

Marketing and Advertising

Healthcare

Real Estate

Manufacturing

Retail

Construction

Education

Hospitality

Transportation and Logistics

Relevant Teams

Legal

Compliance

Client Services

Business Development

Sales

Operations

Risk Management

Administration

Customer Success

Account Management

Onboarding

Relevant Roles

Business Development Manager

Account Manager

Compliance Officer

Legal Counsel

Risk Manager

Operations Manager

Client Services Director

Sales Manager

Managing Director

Company Secretary

Financial Controller

Administrative Officer

Customer Success Manager

Onboarding Specialist

Business Analyst

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, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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