Testimonial, Case Study and Portfolio Permission Form

A permission form for using client testimonials, logos, case studies and work samples in your portfolio and marketing – what can be used, where, for how long, approval of wording, confidential information and withdrawal of consent.

Editable Word document
3
10pages
Guidance notes included
aml consultancy solutions

Freelancers & contractors

Testimonial, Case Study and Portfolio Permission Form

About this document

What it’s for

Testimonials and case studies are powerful marketing for freelancers, but you need the client’s permission – especially to use their name, logo or the work itself, which may be confidential or owned by them. Fake or edited testimonials are also unlawful under consumer protection rules. This form records clear consent.

When to use it

  • At the end of a successful project
  • Before publishing work samples in your portfolio
  • Before using a client’s name or logo on your website or proposals

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

A complete, ready-to-use document with every section written, your details shown in [square brackets], and guidance notes explaining how to complete it.

How to complete it

  • Send the form with your draft testimonial or case study for approval
  • Record what the client agreed to and any restrictions
  • Keep the signed form and remove material promptly if consent is withdrawn

Key points to check

  • Do not alter a testimonial’s meaning, or publish one you have written yourself
  • Check your contract – if you assigned copyright, you need permission to show the work

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Freelancers & contractors

From £29

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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