Client Intake Form | LexMarke Advisory

Please provide the information below to help us understand your enquiry, assess your needs, identify the expertise that may be required, and complete our preliminary client and project-intake procedures.

Important: Completing or submitting this form, providing information to LexMarke Advisory Limited, or communicating with any of our Professionals does not, by itself, create a consultant-client or other professional relationship or mean that LexMarke Advisory Limited has agreed to undertake your project.

An engagement is established only after LexMarke Advisory Limited has confirmed its acceptance and the scope and applicable terms of the engagement have been agreed.

1. Your Information

Full Name / Organization *

Contact Person (if an organization)

Position / Title

Telephone *

Email Address *

City / Country

Website (if applicable)

Preferred Method of Contact *
EmailTelephoneWhatsAppVideo Meeting

2. Type of Advisory Assistance Required

Please indicate the area or areas in which you believe assistance may be required:

Business Structuring & Organizational SupportBusiness Strategy, Market Research & ExpansionFinancial Planning & Wealth Coordination SupportGovernance, Risk & Organizational EffectivenessTransaction, Investment & Growth SupportDebt, Credit & Recovery SupportEnergy & Natural Resources AdvisoryInformation Technology & Digital TransformationEngineering, Infrastructure & Technical Project SupportHealthcare, Workplace Wellness & Mental Health AdvisoryGaming, Sports, Entertainment & Creative IndustriesSecurity, Peacebuilding & Institutional ResiliencePublic Sector & Development AdvisoryTraining & Capacity DevelopmentResearch & Strategic IntelligenceOtherNot Sure

Principal area of assistance (if more than one applies)

5. Scope and Expected Outcome

What type of support are you seeking?

Strategic AdviceResearch / AnalysisBusiness or Organizational AssessmentProject PlanningProject Management / Implementation SupportTransaction or Investment SupportTechnology / Digital Transformation SupportGovernance / Risk SupportTechnical / Specialist AdviceTraining / Capacity DevelopmentFacilitation / WorkshopIndependent Review / AssessmentOngoing Advisory SupportOtherNot Sure

Are there specific deliverables you expect?

Written ReportStrategy / Action PlanPresentationFeasibility / Assessment ReportResearch / Market IntelligenceTraining ProgrammeProject PlanImplementation SupportOngoing Advisory SupportOtherTo Be Discussed

Additional details

3. Tell Us About Your Project, Opportunity or Challenge

Please briefly describe the issue you are seeking assistance with *

What would you like LexMarke Advisory Limited to help you achieve? *

What do you consider to be the principal challenge or opportunity? *

4. Your Organization or Business

Complete this section where applicable.

Nature of Business / Organization

Industry / Sector

Year Established

Approximate Number of Employees

Principal Location(s) of Operations

Other Countries / Jurisdictions Relevant to the Project

Briefly describe your principal activities

6. Other Persons or Organizations Involved

Please identify any persons, companies, or stakeholders materially involved in the proposed project. This information may assist us in conducting appropriate conflict, independence and risk checks.

Person(s)

Company / Organization(s)

Government / Regulatory Body (if applicable)

Relationship to You / Role in the Project

7. Timing and Urgency

Is this project or enquiry urgent?
YesNo

Is there a particular deadline or important milestone?
YesNoNot Sure

If yes, please provide details

When would you ideally like the engagement to commence?

When would you like the principal work or deliverables completed?

8. Budget and Engagement Preference

Has a budget been established for this project?
YesNoTo Be Discussed

If yes, please indicate the approximate budget or range

Preferred engagement structure, if known:
One-Time ProjectDefined DeliverableShort-Term Advisory AssignmentOngoing / Retainer Advisory SupportTraining / WorkshopProject Management / Implementation SupportNot Sure / To Be Discussed

9. Existing Professional Advisers

Are any consultants, accountants, financial advisers, engineers, technology providers, lawyers or other Professionals currently involved in this project or matter?
YesNo

If yes, please identify them and briefly describe their role

Do you expect LexMarke Advisory Limited to work or coordinate with any of these Professionals?
YesNoNot Sure

11. Supporting Information & Documents

Please identify any documents or information that may help us understand the proposed engagement:

Business PlanCorporate ProfileStrategic PlanFinancial InformationProject ProposalFeasibility StudyOrganizational ChartResearch / Market InformationTechnical DocumentsRequest for Proposal / Tender DocumentsRelevant CorrespondenceOther

Additional details about documents

10. Regulated Professional Services

LexMarke Advisory Limited is a multidisciplinary advisory and consulting company. It is not a law firm and does not provide legal services. Some projects may involve issues requiring services from independently qualified or appropriately licensed Professionals, including lawyers, accountants, financial professionals, engineers, healthcare professionals or other regulated service providers.

Do you believe your project may require any separately regulated professional services?
YesNoNot Sure

If yes or if you are unsure, please provide details

12. How Did You Hear About LexMarke Advisory Limited?

Select all that apply *
ReferralWebsiteLinkedIn / Social MediaEvent / WebinarExisting or Previous RelationshipProfessional ContactOther

If referred, by whom?

13. Privacy & Acknowledgements

LexMarke Advisory Limited may collect and process information provided through this form for purposes reasonably connected with evaluating and administering your enquiry. Personal data will be handled in accordance with applicable data-protection requirements and the LexMarke Advisory Limited Privacy Notice.

Information submitted to LexMarke Advisory Limited is not automatically shared with LexMarke LP, which is a separate and independently operated Nigerian law firm.

Data Protection Notice (NDPA 2023)

LexMarke Advisory Limited processes personal data in accordance with the Nigeria Data Protection Act 2023 and applicable data-protection regulations.

Your rights under NDPA 2023 include:

Right to be informed about how your data is processed
Right of access to your personal data
Right to rectification of inaccurate data
Right to erasure (deletion) where applicable
Right to restrict processing
Right to data portability
Right to object to processing
Right to lodge a complaint with the Nigeria Data Protection Commission (NDPC)

Cross-border processing: Some data may be processed or stored outside Nigeria through cloud services and international collaborators. Appropriate safeguards are applied in such cases.

Retention: Pre-engagement enquiry data is retained for up to 30 days if no engagement is established. Engaged-client data is retained per applicable professional and legal requirements.

Document Upload Notice

Documents uploaded through this form are transmitted securely and stored with encryption. Please do not upload documents containing government-issued IDs, bank details, or other highly sensitive information unless specifically requested.

Where possible, sensitive documents should be provided through a secure channel communicated by LexMarke after initial screening.

For data-protection requests, contact: privacyadvisory@lexmarke.com

I confirm that the information provided in this form is accurate and complete to the best of my knowledge.
I acknowledge that submitting this form does not create a consultant-client or other professional relationship or require LexMarke Advisory Limited to accept the proposed engagement.
I acknowledge that LexMarke Advisory Limited has not assumed responsibility for any deadline, milestone or deliverable identified in this form unless and until the engagement has been expressly accepted.
I understand that LexMarke Advisory Limited is not a law firm and does not provide legal services.
I acknowledge that I have been provided with, or given access to, the LexMarke Advisory Limited Privacy Notice.

Name

Signature (if applicable)

Date

Client Intake