Free Freelancer Client Intake Form Template (Word/PDF) WHAT IT IS A complete client intake and brief form for freelancers, in Word and PDF. Capture scope, budget, deadlines and brand assets before you quote, so projects start clear. WHAT'S INSIDE Word document + matching PDF. HOW TO USE (5 STEPS) 1. Open the main file in its folder. 2. Replace every bracket field or EXAMPLE row with your own details. 3. Save a copy for each client or week before you start editing. 4. Use it on a real job, not just as a sample. 5. Keep the finished copy with the project file. REQUIREMENTS Microsoft Word, LibreOffice Writer, or Google Docs for the Word file; any PDF reader for the PDF file.