The Client Intake Form serves as a crucial initial document for establishing professional relationships with new clients in Denmark. It is designed to capture comprehensive client information while ensuring compliance with Danish business laws and EU GDPR requirements. The form is typically used at the beginning of a client engagement to collect essential contact information, understand service requirements, obtain necessary consents, and document client preferences. It includes mandatory data protection notices and consent mechanisms as required by Danish law, making it suitable for both business-to-business and business-to-consumer relationships. The document helps organizations maintain proper client records, ensure regulatory compliance, and establish clear communication channels from the outset of the relationship.
Create a bespoke document in minutes, or upload and review your own.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Key Requirements PROMPT example:
Client Intake Form
I need a Client Intake Form for my Danish consulting firm that will launch in January 2025, compliant with GDPR and suitable for both individual and corporate clients, with special attention to confidentiality clauses and project scope documentation.
1. Client Information: Basic contact details including name, address, phone, email, and preferred contact method
2. Business/Organization Details: If applicable - company name, registration number (CVR), business address, and role of contact person
3. Service Requirements: Description of client's needs and specific services requested
4. Data Processing Consent: GDPR-compliant consent for collecting and processing personal data, including specific purposes
5. Communication Preferences: Preferred methods and frequency of communication, marketing consent
6. Payment Information: Billing details and preferred payment method
7. Terms Acknowledgment: Client's confirmation of understanding and accepting standard terms of service
1. Special Requirements: Used when client has specific needs or accommodations that need to be documented
2. Industry-Specific Information: Additional fields relevant to specific industries or professional services
3. Third-Party Authorization: Used when client authorizes other individuals or entities to act on their behalf
4. Regulatory Compliance: Additional compliance information for regulated industries or activities
5. Insurance Information: When service requires or involves insurance coverage
6. Emergency Contacts: When service nature requires emergency contact information
1. Privacy Notice: Detailed information about how personal data is collected, processed, and protected
2. Service Terms and Conditions: Standard terms and conditions of service provision
3. Fee Schedule: Breakdown of standard fees and charging structure if applicable
4. Required Documentation Checklist: List of additional documents client needs to provide
5. Data Processing Agreement: Detailed GDPR-compliant agreement for processing personal data
Authors
Relevant legal definitions
Clauses
Relevant Industries
Professional Services
Legal Services
Financial Services
Healthcare
Consulting
Information Technology
Real Estate
Education
Business Services
Marketing and Advertising
Accounting
Architecture and Design
Engineering
Management Consulting
Relevant Teams
Client Services
Legal
Compliance
Operations
Customer Support
Sales
Business Development
Administration
Data Protection
Client Relations
Account Management
Intake Processing
Front Office
Relevant Roles
Client Relations Manager
Business Development Manager
Compliance Officer
Data Protection Officer
Legal Counsel
Account Manager
Operations Manager
Customer Service Representative
Sales Manager
Office Administrator
Practice Manager
Intake Coordinator
Business Manager
Project Manager
Professional Services Director
Find the exact document you need
Content Intake Form
A Danish law-compliant document that structures the submission and acceptance of content, incorporating content rights, usage terms, and data protection requirements.
find out more
Client Intake Form
A Danish-law compliant client intake form for collecting and documenting new client information and consents, aligned with GDPR requirements.
find out more
Lead Intake Form
A GDPR-compliant lead information collection form for use in Denmark, designed to gather potential client data while adhering to Danish data protection and marketing laws.
find out more
Vendor Intake Form
A Danish law-compliant vendor information collection and validation form for establishing new supplier relationships, ensuring regulatory compliance and proper due diligence.
find out more
Intake Assessment Form
A Danish-compliant healthcare intake and assessment form for collecting patient information and medical history, adhering to local healthcare regulations and GDPR requirements.
find out more
Download our whitepaper on the future of AI in Legal
By providing your email address you are consenting to our Privacy Notice.
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 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
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a 拢1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.