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Client Intake Form (with Privacy Consent)
NextGen Docs form ND-1232. Search ND-1232 on docs.ngz.ca to make this document again.
A ready-to-print new client form for your business, with a PIPEDA privacy consent statement.
Start this document FreeHow it works
What you will fill in
- Your business name, address and phone
- What service do you give?
- Why you collect this information
- Who you may share it with
- Years you keep client records
- Privacy contact (name and email)
- Do you want to send newsletters or offers by email?
- Do you collect health information?
- Which province's laws apply?
Good to know
- Collect only what you need. Don't ask for a SIN or a driver's licence number unless the law or the service truly needs it.
- Lock paper forms away and use passwords and encryption for digital ones. A privacy breach with a real risk of harm must be reported to the Privacy Commissioner of Canada and the client.
- Quebec (Law 25), Alberta and BC have their own private sector privacy laws. They are similar to PIPEDA.
Help in your language
Every question comes with help like this. For example, “Your business name, address and phone”:
English: For example: Malik Tax and Accounting, 300 Hurontario St, Mississauga, 905-555-0101.
اردو: آپ کے کاروبار کا نام، پتہ اور فون۔
ਪੰਜਾਬੀ: ਤੁਹਾਡੇ ਕਾਰੋਬਾਰ ਦਾ ਨਾਮ, ਪਤਾ ਅਤੇ ਫ਼ੋਨ।
हिन्दी: आपके कारोबार का नाम, पता और फ़ोन।
Français: Par exemple : Malik Fiscalité, 300, rue Hurontario, Mississauga.
Questions people ask
How much does the Client Intake Form cost?
It is free to fill in, preview and download.
Can I fill in the Client Intake Form in Urdu, Punjabi, Hindi or French?
Yes. The finished document is in English, but every question has plain help in English, Urdu, Punjabi, Hindi and French, and you can speak your answers.
Do I need a lawyer?
Many people use this document on their own. If your situation is complicated, or a lot of money or your home is involved, talk to a lawyer or licensed paralegal. In Ontario, the Law Society Referral Service (findlegalhelp.ca) gives a free 30-minute consultation.
Is my information private?
Only you can see your answers. They are saved on your device, and in your own account if you sign in, so you can finish on another device. NextGen Docs is not a law firm and does not give legal advice.