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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.

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.

Billing address*

Billing address

Your work

Admin

Sign above

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Use this template

Opens in the builder. Nothing is saved until you edit it.

Fields
16 questions
Theme
Plum, switchable in the preview
Updated
11 August 2026

Categories

  • HR
  • HR Forms
  • Onboarding Forms
  • Contractor Forms

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.

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