The General Intake Form serves as a fundamental document for businesses and organizations operating in Hong Kong to gather essential information from new clients or service users. This document is designed to comply with Hong Kong's Personal Data (Privacy) Ordinance (Cap. 486) and related regulations, ensuring proper data collection and protection practices. The form typically includes sections for personal information, contact details, service requirements, and mandatory privacy notices. It should be used at the initial stage of client engagement to establish basic information and obtain necessary consents for data processing. The document's structure allows for customization across different sectors while maintaining compliance with Hong Kong's legal requirements for data collection and privacy protection.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Personal Information: Basic identification details including name, ID/passport number, date of birth, and contact information
2. Contact Preferences: Preferred methods of communication and contact time preferences
3. Emergency Contact Details: Alternative contact person's information in case of emergencies
4. Purpose of Service: Primary reason for engaging with the organization/service
5. Personal Data Collection Statement: Statement explaining the purpose of data collection, use, and storage as required by the Personal Data (Privacy) Ordinance
6. Consent Declaration: Client's acknowledgment and consent for data collection and processing
7. Signature and Date: Space for client signature/electronic signature and date of completion
1. Medical Information: Health-related information section, used when service involves health considerations or physical activities
2. Financial Information: Section for financial details, used when service involves payments or financial assessment
3. Employment Details: Work-related information, used when service involves professional or employment-related matters
4. Language Preferences: Preferred language for communication, used in multilingual service environments
5. Special Assistance Requirements: Section for noting any special needs or accommodations required
6. Previous Service History: Information about prior engagement with the organization, used for returning clients
1. Privacy Policy: Detailed privacy policy document explaining data handling practices
2. Service Terms: Specific terms and conditions related to the service being provided
3. Fee Schedule: List of applicable fees and charges, if relevant to the service
4. Required Documents Checklist: List of additional documents needed to complete the intake process
Relevant legal definitions
Personal Data
Service Provider
Client
Authorized Representative
Service
Consent
Data Processing
Emergency Contact
Confidential Information
Privacy Policy
Terms and Conditions
Data Collection Statement
Effective Date
Force Majeure
Guardian
Intellectual Property Rights
Notice
Personal Information
Privacy Notice
Service Agreement
Third Party
Data Protection Laws
Data Subject Rights
Governing Law
Liability
Special Categories of Personal Data
Service Provider
Client
Authorized Representative
Service
Consent
Data Processing
Emergency Contact
Confidential Information
Privacy Policy
Terms and Conditions
Data Collection Statement
Effective Date
Force Majeure
Guardian
Intellectual Property Rights
Notice
Personal Information
Privacy Notice
Service Agreement
Third Party
Data Protection Laws
Data Subject Rights
Governing Law
Liability
Special Categories of Personal Data
Clauses
Data Collection
Privacy Notice
Consent
Data Processing
Data Storage
Data Transfer
Confidentiality
Service Terms
Liability
Emergency Procedures
Information Usage
Access Rights
Communication Preferences
Document Requirements
Amendment Rights
Termination
Governing Law
Special Requirements
Third Party Disclosure
Record Keeping
Privacy Notice
Consent
Data Processing
Data Storage
Data Transfer
Confidentiality
Service Terms
Liability
Emergency Procedures
Information Usage
Access Rights
Communication Preferences
Document Requirements
Amendment Rights
Termination
Governing Law
Special Requirements
Third Party Disclosure
Record Keeping
Relevant Industries
Healthcare
Legal Services
Financial Services
Education
Professional Services
Social Services
Consulting
Real Estate
Insurance
Banking
Retail
Hospitality
Relevant Teams
Legal
Compliance
Customer Service
Operations
Administration
Front Office
Risk Management
Client Relations
Data Protection
Business Development
Relevant Roles
Customer Service Manager
Compliance Officer
Legal Counsel
Privacy Officer
Operations Manager
Client Relations Manager
Administrative Assistant
Front Desk Coordinator
Intake Specialist
Service Coordinator
Business Development Manager
Risk Management Officer
Find the exact document you need
Seminar Evaluation Form
A Hong Kong-compliant form for collecting and evaluating participant feedback following seminars or training sessions, incorporating local data privacy requirements.
find out more
Receipt For Cash Payment
A Hong Kong-compliant document acknowledging receipt of cash payment, serving as legal proof of financial transaction between parties.
find out more
Payroll Forms For Employee
Hong Kong-compliant payroll documentation forms for processing employee compensation and maintaining required employment records.
find out more
Payment Plan Letter
A Hong Kong law-governed document that establishes formal terms for debt repayment, including payment schedule and obligations of all parties.
find out more
Ownership Transfer Contract
A Hong Kong law-governed agreement that documents and executes the transfer of ownership rights between parties, ensuring compliance with local property laws and registration requirements.
find out more
Invoice With Signature
A Hong Kong-compliant invoice document that includes an authorized signature component, combining payment request with formal transaction verification.
find out more
Invoice Receipt
A legally compliant Hong Kong business document that records and confirms commercial transactions, serving as official proof of purchase under Hong Kong law.
find out more
Invoice For Contractor Hours
A Hong Kong-compliant invoice template for independent contractors to bill clients for hourly services rendered, including work details and payment terms.
find out more
Builders Contract Works (Insurance)
A Hong Kong-governed insurance document providing comprehensive coverage for construction works, materials, and associated risks during building projects.
find out more
Cash Sale Invoice
A Hong Kong-compliant commercial document recording immediate payment sales transactions, serving as proof of purchase and tax record.
find out more
Auto Invoice
An automated invoice template compliant with Hong Kong regulations for systematic generation and processing of commercial transactions.
find out more
Easy Short Simple Letter Of Interest
A concise Hong Kong-compliant Letter of Interest expressing preliminary business interest or intent, designed for straightforward commercial communications.
find out more
Shipping Proforma Invoice
A preliminary commercial document for international trade transactions under Hong Kong law, detailing goods, prices, and shipping terms for customs and buyer reference.
find out more
Invoice For Sole Trader
A Hong Kong-compliant invoice template for sole traders, including all necessary business and tax information as required by local regulations.
find out more
Hot Works Risk Assessment
A Hong Kong-compliant risk assessment document for evaluating and controlling hazards in hot works operations, ensuring workplace safety and regulatory compliance.
find out more
Car Service Invoice
A Hong Kong-compliant invoice document detailing automotive services provided, including itemized charges, parts, and labor in accordance with local regulations.
find out more
Commercial Invoice For International Shipping
A Hong Kong-compliant commercial invoice document used for international shipping, serving as both proof of sale and customs declaration.
find out more
Vendor Indemnification Agreement
A Hong Kong law-governed agreement establishing vendor's obligations to indemnify the company against specified losses and liabilities arising from their products or services.
find out more
Timber License Agreement
A Hong Kong-governed agreement authorizing and regulating commercial timber harvesting activities within specified areas, subject to local environmental and forestry regulations.
find out more
Invoice Summary
A Hong Kong law-compliant document that summarizes multiple invoices, including transaction totals, payment statuses, and tax implications.
find out more
Consignment Inventory Agreement
A Hong Kong law-governed agreement establishing terms for consignment inventory arrangements between a consignor and consignee, including ownership, sales, and payment terms.
find out more
Manual BOL
A comprehensive shipping document governed by Hong Kong law that serves as a receipt, contract of carriage, and document of title for maritime cargo transport.
find out more
Car Insurance Form
A Hong Kong-compliant motor vehicle insurance form that establishes insurance coverage terms and conditions under Hong Kong law and Insurance Authority regulations.
find out more
Demo SLA
A Hong Kong-governed agreement setting measurable service standards and performance metrics with associated remedies and reporting requirements.
find out more
Insurance Introducer Agreement
A Hong Kong-governed agreement between an insurance provider and an introducer for the referral of potential insurance clients, ensuring regulatory compliance.
find out more
Tax Indemnity Letter
A formal letter under Hong Kong law establishing tax indemnification obligations between parties, typically used in corporate transactions to allocate tax risks and liabilities.
find out more
Auto Parts Receipt
A Hong Kong-compliant receipt document for automotive parts transactions, serving as official proof of purchase and warranty documentation.
find out more
Commercial Invoice
A Hong Kong-compliant commercial document that details the sale of goods, including pricing, quantity, and terms, serving as proof of transaction and ownership transfer.
find out more
Regular Employment Contract
A Hong Kong law-compliant employment contract establishing terms and conditions of employment between employer and employee.
find out more
Travel Insurance Form
A Hong Kong-compliant travel insurance form outlining coverage terms, conditions, and policyholder information under Hong Kong insurance regulations.
find out more
Printable Appraisal Form
A Hong Kong law-compliant employee performance appraisal form for structured evaluation and feedback documentation.
find out more
Simple Performance Evaluation Form
A Hong Kong-compliant performance evaluation form for structured employee assessment and feedback documentation.
find out more
Office Health And Safety Risk Assessment
A mandatory workplace safety assessment document under Hong Kong law that identifies and addresses office-related health and safety risks while ensuring regulatory compliance.
find out more
Rental And Lease Agreement
A Hong Kong law-governed agreement establishing terms and conditions for property rental or lease, compliant with local property legislation and market requirements.
find out more
Claims Letter
A formal legal document used in Hong Kong to initiate claims and demand remedies, setting out the basis for legal action and compliance with local pre-action protocols.
find out more
Taxi Invoice
A standardized receipt document issued by Hong Kong taxi operators that records journey details and fares in compliance with local transportation regulations.
find out more
Shipping Invoice
A legally compliant Hong Kong shipping invoice documenting international trade transactions, meeting both local regulatory requirements and global trade standards.
find out more
Rent Invoice
A standardized Hong Kong rent invoice document for collecting and recording rental payments, compliant with local taxation and property regulations.
find out more
Invoice With Payment Terms
A Hong Kong law-compliant invoice that includes detailed payment terms and conditions, establishing legally binding payment obligations.
find out more
Invoice Voucher
A Hong Kong-compliant financial document that combines invoice details with payment authorization and internal control features.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)