Client intake template
The details worth collecting from every new client before the first consultation. Print it, save it as a PDF, or copy the fields into your own form. Adapt it to your practice and keep your privacy obligations in mind.
Client details
- Full name (as in passport)
- Other names used
- Date of birth
- Country of citizenship (and any other citizenships)
- Passport number and expiry date
- Phone (with country code)
- Current address
- Preferred language, and whether an interpreter is needed
Current situation
- Currently in Australia? (yes / no)
- Current visa subclass and expiry date (if in Australia)
- Visa conditions on the current visa (e.g. "No further stay")
- Any pending applications, refusals or cancellations, in Australia or elsewhere
- Any previous visas held for Australia
What the client wants
- Goal (study, work, join a partner or family, permanent residence, visit)
- Visa(s) the client is asking about
- Key dates (course start, job start, wedding, current visa expiry)
- Who is included: partner, children or other dependants
Background for an initial assessment
- Highest qualifications, and where they were completed
- Occupation and years of experience
- English test taken (which test, date and scores)
- Health matters the client wants to mention
- Any criminal history or character concerns the client wants to raise
- Sponsor details, if any (partner, family member or employer)
Practice records
- Date of first contact, and how they found you
- Consultant responsible
- Fees quoted and agreement signed (date)
- Consent to collect and store personal information (date)
- Next step and due date