Freelancer Intake Form
Bring a contractor on board with the rate, the availability, the tax status, and the invoicing detail agreed before the first task.
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- Fields
- 16 questions
- Layout
- Classic, every question on one page
- Theme
- Plum, switchable in the preview
- Updated
- 11 August 2026
Categories
- HR form templates
- HR Forms
- Onboarding Forms
- Contractor Forms
Form type
Ideal for
- Agencies
- Studios
- Operations
- Founders
Best used in
- Contractor onboarding
- Talent rosters
- Project staffing
About this template
Bringing on a contractor involves a set of details that are awkward to ask for in conversation and expensive to get wrong: the rate basis, the tax status, and how much notice they need. Putting them in a form makes the questions routine rather than personal.
Rate and rate basis are separate fields on purpose. A number on its own is meaningless when some people quote by the hour and others by the day, and a single free text field produces a column that cannot be sorted or compared across a roster of freelancers.
The two confirmations at the end are the ones that prevent the most common contractor dispute, which is an assumption about guaranteed ongoing hours that was never actually agreed. Add a bank details step outside the form, since payment details do not belong in a submissions table.
Templates are a starting point, not legal or professional advice. Where a form carries consent, medical, or contractual wording, have somebody qualified review it against the rules that apply to you before you publish.
Fields in this template
- Full name*Short text
- Trading or company name, if you invoice through oneShort text
- Email address*Email
- Phone numberPhone
- Billing address*Address
- Portfolio or websiteWebsite
- Main discipline*Dropdown
- Your rate*Number
- Charged per*Single choice
- How much capacity do you have?*Dropdown
- How much notice do you need?Short text
- How are you set up for tax?*Dropdown
- Tax or VAT number, if you have oneShort text
- Professional indemnity insurance, if you carry itFile upload
- Please confirm*Multiple choice
- Signature*Signature
Every field can be renamed, reordered, made optional, or removed once the template is open in the builder.
Build this form by asking Claude or ChatGPT
Connect Deoochform to Claude, ChatGPT, or any assistant that supports MCP, then send it the message below. It creates the freelancer intake form from this template in your account and replies with a link. You can ask it to add, remove, or reword questions in the same chat before you share the form.
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Frequently asked questions
- What should a freelancer intake form ask?
- Contact and billing details, the trading name if they invoice through one, discipline and rate, availability, tax status, and how they invoice. Tax status is what stops a payment stalling.
- Can contractors upload their own paperwork?
- Yes. Upload fields take insurance certificates, tax forms and a portfolio, so the documents arrive with the intake rather than being chased before the first invoice.
- Does this replace a contract?
- No. It gathers the facts a contract and a payment run need. The agreement itself stays wherever your contracts live, and this is the intake that makes drafting it quick.
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