Skip to content
Template library

Freelance

Templates for freelancers to manage client projects from intake to delivery

Get started with Pocper

Client Account Record


The master file for this account — one copy, kept current by both sides across every project we run together. It is not filled in again per project. When a contact changes, a rate moves, an access is granted or revoked, or a contract is signed, it is recorded here so nobody has to search an inbox for it later.

Account Overview
Account / client name:
Industry / sector:
Website:
Client since:
Account status:
Active — project or retainer running
Dormant — no work in progress, relationship open
Closed — no further work expected

Contacts
Name
Role
Email / phone
Approves
















Mark the one contact who gives final sign-off. Where several people comment, their feedback should reach us already reconciled by that person.

Billing Entity & Invoicing
Legal / invoicing entity name:
Registered billing address:
Tax / VAT / company registration number:
Accounts payable contact and email:
Invoicing portal or system used:
A purchase-order number is required before any invoice can be paid
Purchase-order process — who raises it, how long it takes, what must be quoted on the invoice:
Standing payment terms:

Brand & Asset Access
Where the working materials live and who owns each one. Never record passwords here — record the owner to ask.
System
Where it is
Owner to ask
Access status
Brand assets / shared drive



Website / CMS



Code repository / hosting



Analytics / ad accounts








Tools & Channels
Project / task tool:
Day-to-day messaging channel:
File delivery method:
Time zone and usual meeting window:

Rate Card & Rate History
Effective from
Service / rate type
Rate
Agreed with
















Current rate in force since:
Next rate review due:

Retainer & Contract References
A retainer is currently in force
Retainer term and renewal date:
An NDA or confidentiality agreement is signed and in force
NDA signed on:
Signed agreements on file — title, date, and where the executed copy is stored:

Engagement History
Started
Project
Delivered
Fee / status





















Standing Preferences & Do-Not-Do
Things that hold across every project — tone, formats, review rhythm, house rules — and the things that have been ruled out. Save re-learning them each time.
Work for this account may be shown publicly in a portfolio
Source files are handed over as standard on completion

Running Notes
Dated entries as the account changes — a contact leaving, a rate agreed, access granted or revoked, a decision that will matter in six months. Newest at the top.

Keep this record current — every project on this account starts from it.
Use this template

Templates in this pack

The Freelance pack includes 5 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Freelance templates?
The Freelance pack contains 5 templates: Client Account Record, Freelance Client Brief, Freelance Project Quote, Project Delivery Acceptance, Freelance Service Guide. Each is ready to use and fully editable.
Can I customize these templates?
Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
How do I use the Freelance templates?
Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.