New Client Intake

Client Onboarding Form

Welcome to Black Lantern. Please complete what you can — the team will review and follow up if we need more detail. Everything is treated as confidential.

Please complete what you can. Use the Add another buttons to list multiple items — websites, offices, or vendor-supported applications. Everything you submit is treated as confidential and only reviewed by our onboarding team.

A. Company Basics

Company Name

ABN (if applicable)

Primary Contact (name)

Primary Email

Best Contact Number

Main Office Hours

Accounts / Invoices Email

Invoice Sending Address

B. Websites & SaaS

List the websites and SaaS apps you use for business (e.g. website, Xero, Slack, WeTransfer).

Name

URL / login link

C. Office Locations

List each physical office / site where staff work.

Site name

Address

Staff count

D. Applications & Vendor Support

For each business application, list the vendor and their support contact so we can escalate if needed.

Application

Vendor / provider

Support contact / URL

E. Approvals & Escalation

Approvers (permissions / purchases)

Outage / Emergency Contacts

F. Domain Names

Please list all domain names owned or used by the business (one per line). Include .com, .com.au, .net, etc.

Domain names

G. Anything Else We Should Know?

Additional notes