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Consulting Intake Form

Consulting Intake Form for Singapore

Consulting Intake Form Template for Singapore

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Consulting Intake Form

"Need a Consulting Intake Form for a Singapore-based IT consulting firm specializing in cybersecurity, to be used for enterprise clients with annual revenue above SGD 10 million, with specific focus on data protection compliance and technical infrastructure assessment sections."

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What is a Consulting Intake Form?

The Consulting Intake Form serves as a crucial preliminary document in the consulting engagement process under Singapore jurisdiction. It is designed to capture comprehensive information about potential clients, their business needs, and project requirements before entering into a formal consulting agreement. This document helps consultants assess project scope, evaluate resource requirements, and ensure compliance with Singapore's regulatory framework. The form typically includes sections covering client details, project objectives, timeline expectations, and budget parameters, while adhering to local data protection requirements and business regulations.

What sections should be included in a Consulting Intake Form?

1. Client Information: Basic details of the potential client including company name, registration number, contact details

2. Project Requirements: Detailed description of consulting needs and objectives

3. Timeline Expectations: Expected start date, duration, and key milestones

4. Budget Information: Budget range and any financial constraints

5. Data Protection Declaration: PDPA compliance statement and data handling consent

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

1. Previous Consulting Experience: Details of past consulting engagements, used for complex projects

2. Team Structure: Information about key stakeholders, used for larger organizations

3. Industry-Specific Requirements: Additional information based on specific industry needs

What schedules should be included in a Consulting Intake Form?

1. Service Categories Checklist: Detailed list of available consulting services for client selection

2. Rate Card: Standard pricing information for different service levels

3. Required Documentation List: Checklist of documents needed to proceed with engagement

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Clauses
Client Information
Project Details
Scope of Services
Data Protection
Confidentiality
Client Requirements
Timeline Expectations
Budget Information
Contact Details
Business Information
Project Objectives
Resource Requirements
Deadlines
Previous Experience
Industry Background
Personal Data Consent
Information Usage
Data Storage
PDPA Compliance
Team Structure
Stakeholder Information
Project Constraints
Success Criteria
Risk Factors
Industry-Specific Requirements
Technology Requirements
Form Completion Instructions
Document Submission Requirements
Follow-up Process
Next Steps
Industries

Contract Law and Common Law: The foundational Contract Law (Cap. 43) and Common Law principles that govern formation and enforcement of contracts in Singapore

Personal Data Protection Act 2012: Legislation governing the collection, use, disclosure and care of personal data, essential for protecting client and consultant information

Employment Act: Cap. 91 - Important for establishing clear independent contractor status and avoiding misclassification of the consulting relationship as employment

Companies Act: Cap. 50 - Relevant for understanding the corporate structure and requirements when dealing with registered companies in Singapore

Business Names Registration Act 2014: Regulates the registration and use of business names in Singapore, relevant for consultant verification

Goods and Services Tax Act: Cap. 117A - Governs the application of GST to consulting services and related financial considerations

Industry-Specific Regulations: Sector-specific regulations that may apply depending on the consulting field (e.g., MAS regulations for financial consulting)

Copyright Act: Cap. 63 - Protects original works and intellectual property created during the consulting engagement

Patents Act: Cap. 221 - Relevant for protecting any patentable innovations or inventions developed during consulting work

Trade Marks Act: Cap. 332 - Protects branding and trademark elements in consulting deliverables

Electronic Transactions Act: Cap. 88 - Governs electronic signatures and digital execution of consulting agreements

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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