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> Client Intake Checklist
Client Intake Checklist
Basic Information
Client's full name
Date of birth
Contact information (phone number, email address)
Preferred method of communication
Business Information (if applicable)
Business name
Business address
Business type (LLC, corporation, sole proprietorship, etc.)
Tax identification number
Services Required
Description of services needed
Timeline for services
Budget or financial constraints
Any specific requirements or preferences
Background Information
Previous service providers (if any)
Reason for seeking new services
Key challenges faced in the past
Goals for the future
Legal and Compliance
Signed confidentiality agreement (if applicable)
Disclosure of any legal issues or disputes
Compliance requirements specific to the industry
Document Collection
Identification documents (e.g., driver's license, passport)
Relevant financial documents (e.g., tax returns, financial statements)
Any other necessary documents for service provision
Next Steps
Schedule initial consultation or meeting
Provide client with welcome packet or information guide
Set expectations for communication and updates
Feedback and Follow-up
Method for client to provide feedback on intake process
Schedule follow-up check-in after services commence
Ensure client knows how to reach out with questions or concerns
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