1
Enter party names and contact details
Use the client's registered legal entity name β not a trading name β and the provider's full legal name or business entity. Add addresses and primary contact information for each party.
π‘ For sole traders and freelancers, confirm whether they are contracting as an individual or through a registered business β this affects which entity owns any IP and is liable under the agreement.
2
Define the scope of services in Schedule A
List every deliverable with a specific format, word count, channel, and completion date. Separate the deliverables into phases if the project has distinct stages β for example, brand discovery, messaging framework, and website copy.
π‘ The more specific the deliverable list, the fewer disputes arise over what was included. '5-page brand guidelines document covering voice, tone, and tagline variations' beats 'brand guidelines.'
3
Set IP ownership terms and payment trigger
Confirm whether the deliverables are assigned outright or licensed, and link the transfer explicitly to receipt of final payment. Include a work-for-hire declaration where applicable.
π‘ If the client needs to use interim drafts during the project (e.g., for internal presentations), grant a limited review licence for that purpose only β separate from the full assignment triggered by final payment.
4
Define revision rounds and approval timelines
State the number of included revision rounds per deliverable, what constitutes a revision versus a scope change, the hourly rate for additional revisions, and the number of business days the client has to respond to each submission.
π‘ Add a deemed-approval clause: if the client does not respond within the stated feedback window, the deliverable is treated as accepted. This prevents projects from stalling indefinitely on unanswered submissions.
5
Complete the payment schedule and late-fee terms
Break the total fee into at least two milestone payments β a deposit on execution and a balance on final delivery. Add a late-fee rate for overdue balances, typically 1.5% per month.
π‘ For projects over $5,000, a three-payment structure (deposit, mid-project milestone, final delivery) protects the provider at each stage and keeps the client engaged in approvals.
6
Add the kill fee and cancellation terms
Set the kill fee as a percentage of the total project fee β typically 25β50% β and confirm that any deposit paid is non-refundable. Specify any notice period required before cancellation takes effect.
π‘ Tie the kill fee percentage to project stage if possible: 25% if cancelled in the discovery phase, 50% after first drafts are delivered. Graduated rates feel fair to both parties and reduce disputes.
7
Confirm the governing law and dispute resolution mechanism
Select the jurisdiction whose law governs the agreement and specify how disputes will be resolved β court, mediation, or binding arbitration. Choose a jurisdiction that is genuinely connected to where at least one party operates.
π‘ For cross-border engagements, arbitration in a neutral city is often more practical than litigation in either party's home jurisdiction β and many creative industry disputes settle faster through mediation.
8
Execute the agreement before any work begins
Both parties must sign β physically or via an e-signature platform β before the provider starts any billable work. File the fully executed copy securely and confirm both parties have received a copy.
π‘ Starting work before the contract is signed gives the client leverage to renegotiate terms after they have reviewed early deliverables. Insist on execution first, even if the project timeline is tight.