Work Intake Form Template for England and Wales

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Work Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Work Intake Form Template

I need a Work Intake Form Template for our IT department that includes sections for resource allocation, security clearance levels, and detailed technical requirements, as we're implementing a new project management system in January 2025.

Document background

The Work Intake Form Template is designed to streamline the process of submitting, reviewing, and approving internal work requests within organizations operating under English and Welsh jurisdiction. This document type has become essential for maintaining clear communication, ensuring proper resource allocation, and establishing accountability in project initiation. It includes crucial information such as project details, timeline requirements, resource needs, and necessary approvals, while ensuring compliance with UK data protection and employment regulations. The template is particularly valuable for organizations seeking to standardize their work intake process and maintain consistent documentation across departments.

Suggested Sections

1. Project Information: Basic details about the work/project including title, reference number, and date

2. Client Details: Information about the requesting client/department including contact information and business unit

3. Work Requirements: Detailed description of work needed, objectives, and deliverables

4. Timeline: Key dates, deadlines, and milestones for the project

5. Resource Requirements: Personnel, equipment, or other resources needed for project completion

Optional Sections

1. Budget Information: Financial details, cost estimates, and budget codes - include when project requires financial tracking or approval

2. Risk Assessment: Potential risks and mitigation strategies - include for complex projects or high-risk work

3. Stakeholder Information: Additional parties involved in the project - include when multiple departments or external parties are involved

Suggested Schedules

1. Supporting Documentation Checklist: List of required documents to be attached with the work intake form

2. Approval Matrix: Required sign-offs and authorization levels for different types of work

3. Terms and Conditions: Standard terms and conditions applying to all work requests

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 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
Information Technology
Manufacturing
Financial Services
Healthcare
Construction
Education
Consulting
Legal Services
Creative Industries

Relevant Teams

Operations
Project Management Office
Human Resources
Information Technology
Finance
Legal
Marketing
Research & Development
Production
Quality Assurance

Relevant Roles

Project Manager
Department Head
Resource Manager
Operations Director
Program Coordinator
Business Analyst
Team Lead
Department Manager
Project Coordinator
Operations Manager

Industries

UK GDPR and Data Protection Act 2018: Key legislation governing how personal data must be collected, processed, and stored in the work intake form. Ensures compliance with data protection principles, lawful bases for processing, and individual rights.

Privacy and Electronic Communications Regulations (PECR): Regulates electronic communications and ensures privacy in electronic communications when collecting and processing work intake information.

Employment Rights Act 1996: Fundamental employment legislation that outlines basic employment rights and must be considered when collecting work-related information.

Equality Act 2010: Ensures the work intake form doesn't directly or indirectly discriminate against protected characteristics and promotes equal opportunities.

Working Time Regulations 1998: Governs working hours, breaks, and leave entitlements that may need to be referenced or considered in the work intake process.

Common Law of Contract: Fundamental principles of contract law that govern the formation and terms of the working relationship being documented.

Consumer Rights Act 2015: May be relevant if the work intake form involves dealing with consumers or consumer-facing services.

Unfair Contract Terms Act 1977: Ensures that terms included in the work intake form are fair and reasonable, particularly in business-to-business contracts.

Health and Safety at Work Act 1974: Essential health and safety legislation that may require specific information collection regarding workplace safety and risk assessments.

Management of Health and Safety at Work Regulations 1999: Specific requirements for managing health and safety in the workplace that might need to be addressed in the intake form.

Companies Act 2006: Governs corporate record-keeping requirements that might affect how work intake information needs to be maintained and stored.

Electronic Communications Act 2000: Relevant for electronic form submission and digital signatures if the work intake form is to be completed and processed electronically.

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.

How Genie AI reduced drafting time by 75% for a legal firm

Let's create your Work Intake Form

Authors

Alex Denne

Find the exact document you need

Medical Intake Form

Massage Client Record Card

Health Coach Intake Form

Work Intake Form

Computer Repair Intake Form

Chiropractic Patient Intake Form

Physical Therapy Intake Form

Marketing Intake Form

Nutrition Intake Form

Therapy Intake Form

Spray Tan Intake Form

Real Estate Lead Intake Form

Real Estate Client Intake Form

Program Intake Form

Potential Client Intake Form

Phone Intake Form

New Client Intake Form Law Firm

New Client Intake Form

Marketing Client Intake Form

Intake Referral Form

Initial Intake Form

Client Intake Assessment Form

Client Assessment Form Counselling

Cavitation Intake Form

Business Client Intake Form

Aromatherapy Client Intake Form

Law Office Intake Form

Nonprofit Client Intake Form

Consignment Intake Form

Nonprofit Intake Form

Veterinary Intake Form

Financial Coaching Intake Form

Event Planning Intake Form

Virtual Assistant Intake Form

Massage Client Intake Form

Hypnotherapy Client Intake Form

Home Care Intake Form

Catering Intake Form

Case Intake Form

Referral Intake Form

Inventory Intake Form

Biopsychosocial Intake Form

Wellness Intake Form

Vehicle Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Financial Intake Form

Consulting Intake Form

Case Management Intake Form

Order Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Creative Intake Form

Lead Intake Form

Employment Intake Form

Vendor Intake Form

Clinical Intake Form

Procurement Intake Form

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Draft quality legal agreements or review documents in 3 minutes

Templates

Commercial

Employment

IP

Administration

Finance

R&D

Industries

Legal Services