Free practical checklist

Client consent form checklist.

Use this as a starting point when reviewing your forms and record-keeping workflow. Every profession and jurisdiction is different, so include only what is relevant and confirm any legal or regulatory requirements that apply to your business.

Client information

Service information

Health and safety

Informed consent

Completion and records

Read the full guide

This checklist provides general organizational information and is not legal, medical or regulatory advice. Consent requirements and record-retention rules vary by service and location.

Move beyond the checklist

Keep each completed record organized.

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