Client Intake Form Template for Pakistan

A comprehensive Client Intake Form designed for use in Pakistan, compliant with local regulations including the Contract Act 1872 and Anti-Money Laundering Act 2010. This document serves as the initial point of engagement between professional service providers and their clients, capturing essential information for client onboarding, conflict checking, and regulatory compliance. The form incorporates necessary elements for data protection and professional conduct requirements under Pakistani law, while facilitating efficient information gathering and risk assessment processes.

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What is a Client Intake Form?

The Client Intake Form serves as a critical document for professional service providers in Pakistan to establish new client relationships while ensuring compliance with regulatory requirements. This document is typically used at the commencement of a professional engagement to collect comprehensive client information, including identification details, matter specifics, and service requirements. The form must comply with Pakistani legislation, including the Contract Act 1872, Anti-Money Laundering Act 2010, and relevant data protection regulations. It includes sections for basic client information, matter details, conflict checking, and consent declarations, serving both legal compliance needs and practical business purposes. The document is designed to be adaptable for various professional services while maintaining consistency with local legal requirements and professional standards.

What sections should be included in a Client Intake Form?

1. Client Information: Basic identification and contact details of the client, including full legal name, CNIC number, and contact information

2. Business Information: For business clients - registration details, NTN number, business structure, and authorized representatives

3. Matter Details: Description of the legal matter or services required, including urgency and key deadlines

4. Financial Information: Basic financial details relevant to billing and fee arrangements

5. Communication Preferences: Preferred methods of communication and authorization for electronic correspondence

6. Conflicts Check Information: Details of adverse parties and related entities for conflict checking

7. Terms of Engagement: Basic terms of the professional relationship and service delivery

8. Data Privacy Consent: Client's consent for data collection and processing as per applicable laws

9. Declaration: Client's confirmation of truth and accuracy of provided information

What sections are optional to include in a Client Intake Form?

1. Additional Parties: Section for multiple clients or related parties involved in the matter

2. International Elements: For matters involving cross-border elements or foreign jurisdictions

3. Risk Assessment: Enhanced due diligence section for high-risk clients or matters

4. Special Instructions: Any specific requirements or instructions from the client

5. Document Checklist: List of required documents based on matter type

6. Language Preferences: For clients requiring communication in languages other than English or Urdu

What schedules should be included in a Client Intake Form?

1. Fee Schedule: Detailed breakdown of fee structure and payment terms

2. Required Documents List: Comprehensive list of documents required based on matter type

3. Terms and Conditions: Detailed terms of engagement and service delivery

4. Privacy Policy: Detailed data protection and privacy policy

5. Client Identification Requirements: Specific documentation requirements for AML compliance

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

Cost

Free to use

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Download a Standard Client Intake Form

Review your own Client Intake Form

What is a Client Intake Form?

What sections should be included in a Client Intake Form?

What sections are optional to include in a Client Intake Form?

What schedules should be included in a Client Intake Form?

Authors

Alex Denne

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