Client manuscript intake form
Good analysis begins with the correct draft, the correct scope, and a shared understanding of what the author wants the edit to accomplish.
The short version: Use this form before importing or analyzing a manuscript. Adapt contract and consent language with qualified professional advice.
Keep intake separate from diagnosis
The intake form captures author goals and operational facts. It should not promise a diagnosis before the editor has read the manuscript or imply that software output determines the edit.
Copy and adapt the template
Replace bracketed or generic language with the facts of the engagement. Templates do not replace professional or legal advice.
Plain markdown. Pastes into Notion, Google Docs, Scrivener or a text file.
Author and manuscript
Confirm the source material.
- Author name and preferred contact
- Manuscript title and version date
- Genre, audience, and approximate word count
- Series context or previous books
Goals and concerns
Let the author define the problem in their own terms.
- What do you want this edit to accomplish?
- Which parts feel strongest?
- Which parts concern you most?
- What feedback have you already received?
Scope and deliverables
Match the form to the contract.
- Type of edit
- Material included and excluded
- Editorial letter, inline notes, call, or other deliverables
- Deadline and revision schedule
Confidentiality and tools
Obtain specific authorization before processing.
- NDA or confidentiality requirements
- Third-party tools permitted
- AI-assisted analysis permitted: yes / no / discuss
- Retention and deletion requirements
- Sensitive or personal data present
Handoff
Prevent version confusion.
- Preferred file format
- Track Changes or comment expectations
- Style sheet supplied
- Correct final upload link and filename
Continue the editor workflow
Import only after scope and authorization are clear
Novilot’s editor path begins with the client-authorized manuscript and a defined analysis purpose.
Run a free manuscript preflight