Project Summary: The intake report helps you to gather a broad range of information about the client. Typically conducted during your first appointment, the data from the Benchmark Benchmark Initial Interview Assignment will help you decide appropriate treatment plans and, if necessary, test selection. Therefore, it is important that you gather sufficient background information in the initial interview. Typically, this information will include the client's family and social/relationship history, work experiences, educational history, and medical and legal histories. The counselor is also interested in a client’s self-perceptions, significant life experiences, and goals or aspirations.