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Consulting Intake Form

Consulting Intake Form Template for United Arab Emirates

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Key Requirements PROMPT example:

Consulting Intake Form

"I need a Consulting Intake Form for my Dubai-based technology consulting firm that will be used starting January 2025, with specific sections for cybersecurity compliance and data protection requirements for UAE free zone companies."

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Document background
The Consulting Intake Form is a crucial document used at the initiation phase of consulting engagements in the United Arab Emirates. It serves as the primary tool for gathering comprehensive information about potential clients and their consulting needs while ensuring compliance with UAE federal laws, emirate-specific regulations, and free zone requirements where applicable. The form is designed to capture essential details including client business information, project scope, compliance status, and authorization details, forming the foundation for subsequent consulting agreements. This document is particularly important in the UAE context as it must account for specific local requirements such as trade license verification, VAT registration status, and local partnership details, while also addressing the needs of both mainland and free zone companies.
Suggested Sections

1. Client Information: Basic details including legal name, trade license number, and registered address

2. Contact Details: Primary and secondary contact information for key decision makers

3. Business Profile: Nature of business, industry sector, years in operation, and company size

4. Service Requirements: Description of consulting services needed, project scope, and desired outcomes

5. Timeline and Budget: Expected project duration, key milestones, and budget parameters

6. Current Challenges: Description of existing business challenges and problems to be addressed

7. Compliance Information: UAE trade license details, VAT registration status, and regulatory compliance

8. Authorization: Signature section confirming information accuracy and authorization to proceed

Optional Sections

1. Previous Consulting Experience: Details of past consulting engagements, used when client has relevant prior experience

2. Free Zone Status: Specific section for free zone companies, including free zone name and regulations

3. Local Partner Details: Information about UAE local partner, required for mainland companies with foreign ownership

4. Multiple Branch Information: Additional section for companies with multiple UAE locations or branches

5. Group Company Structure: Corporate structure details for clients part of larger groups or holding companies

6. Industry-Specific Requirements: Additional questions relevant to specific industries (e.g., healthcare, financial services)

Suggested Schedules

1. Schedule A - Required Documents: Checklist of required supporting documents (trade license, VAT certificate, etc.)

2. Schedule B - Service Categories: Detailed list of available consulting service categories and subcategories

3. Schedule C - Rate Card: Standard rate card for different types of consulting services if applicable

4. Appendix 1 - Terms and Conditions: Standard terms and conditions including confidentiality and data protection

5. Appendix 2 - Privacy Notice: Details of how client information will be collected, stored, and processed

6. Appendix 3 - Compliance Declaration: Declaration of compliance with UAE laws and regulations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 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

Financial Services

Real Estate

Healthcare

Technology

Manufacturing

Retail

Tourism and Hospitality

Construction

Energy and Utilities

Professional Services

Education

Logistics and Transportation

Media and Entertainment

Telecommunications

Government and Public Sector

Relevant Teams

Business Development

Legal

Compliance

Operations

Client Services

Project Management Office

Strategy

Sales

Account Management

Risk Management

Administration

Finance

Relevant Roles

Consulting Director

Business Development Manager

Client Engagement Manager

Project Manager

Legal Counsel

Compliance Officer

Operations Manager

Managing Partner

Business Analyst

Strategy Consultant

Chief Executive Officer

Chief Operating Officer

Department Head

Regional Director

Account Manager

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

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