HR Client Intake Form

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HR Client Intake Form

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Last updated June 15th, 2023

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An HR client intake form is used by HR professionals to gather information about their client’s company before they begin working together. The intake form asks the client to supply some basic company details and outline the HR issues they’re currently facing. Once this information is received, the HR professional can evaluate the situation and create a service plan suitable for the client’s needs.

CONTENTS

Sample

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HR CLIENT INTAKE FORM

DISCLAIMER: Thank you for your interest in being a client of [HR SERVICE PROVIDER’S NAME]. This form is used to collect information about new clients and used for internal purposes only. The information you provide is confidential and will be treated accordingly.

CLIENT INFORMATION

Company Name: ____________________
Street Address: ________________________________________
City: ____________________ State: ____________________ ZIP Code: ________
Phone: ____________________ Website: ____________________
Contact Person Information:
Name: ____________________ Position: ____________________
E-Mail: ____________________ Phone (if different): ____________________

QUESTIONNAIRE

What type of business do you have? ____________________
How many employees are currently in your company? ____________________
What are the main products or services that you offer? ____________________
What are the main HR challenges you are currently facing? ____________________
What are your company’s HR goals? ____________________
How would you like us to help your company? ____________________

SIGNATURE

Signature: _____________________________ Date: ____________________
Printed Name: ____________________

HR Intake Form vs. HR Consulting Agreement

An HR intake form is used before services are provided and is intended to offer a general overview of the client’s HR needs. By signing, the client doesn’t enter into a binding relationship with the HR professional and is free to back out of the arrangement if need be.

An HR consulting agreement is a legally enforceable contract that outlines each party’s rights and responsibilities. It includes terms for payment, service obligations, retainer fees, and confidentiality.

Benefits of an HR Intake Form

An intake form is a valuable tool for HR professionals, regardless of whether they’re a large agency or a freelance consultant with only a handful of clients. Some benefits of an HR intake form include:

  • Improved Efficiency – It streamlines data collection and reduces the need for one-on-one conversations and email exchanges with clients.
  • Avoids Missed Information – By standardizing the information clients provide, HR professionals ensure they’ll have the necessary contact and business details to begin the working relationship.
  • Determines Fit – It helps HR professionals decide whether they’re a good fit for the client and whether they’ll have enough time and resources for the job.
  • Establishes Services – It relays the client’s HR inefficiencies and overall needs, allowing the HR professional to determine the best course of action.

 Related Forms (1)

Human Resources (HR) Consulting Agreement – This contract is used by HR consultants to define the terms and conditions of a binding service relationship with their clients.

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