Free Freelancer Client Intake Form Template (word/Pdf)
What this 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.
Free in full — download it and use it on your own freelance work.
User manual
- Open the main file in its folder.
- Replace every bracket field or EXAMPLE row with your own details.
- Save a copy for each client or week before you start editing.
- Use it on a real job, not just as a sample.
- 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.
Download details
Format: Word/PDF
What is inside: Client_Intake_Brief_Form.docx, Client_Intake_Brief_Form.pdf
Download free — Client_Intake_Brief_Form.docx (36.8 KB)
- Client_Intake_Brief_Form.docx — 36.8 KB
- Client_Intake_Brief_Form.pdf — 2.6 KB
- README.txt — 685 B
Questions
Is this really free to use?
Yes. Use it on your own freelance work as often as you like.
Do I need any special software?
Microsoft Word, LibreOffice Writer, or Google Docs for the Word file; any PDF reader for the PDF file.