TL;DR
A good client agreement protects both sides by stating scope, price, payment terms, timelines, revisions, ownership and how the relationship can end. This is general information, not legal advice, so have a qualified lawyer review your template.
Core clauses
- Parties and the project description.
- Scope, deliverables and exclusions.
- Timeline and what the client must provide.
- Fees, deposit, payment schedule and late payment terms.
- Revision rounds and change request process.
- Intellectual property: when ownership transfers, usually on full payment.
- Confidentiality.
- Termination, notice and what is owed on early termination.
- Limitation of liability and governing law.
Be specific about payment
State the amount, due dates, accepted payment methods and consequences of late payment. Link payments to milestones for larger projects.
Explain ownership and portfolio rights
Say when the client owns the final work and whether you may show it in your portfolio. Third-party assets such as fonts and stock images may have separate licences.
Plan for things going wrong
- What if the client delays feedback?
- What if scope changes?
- What if either side wants to stop?
- How are disputes handled?
Make signing simple
The easier signing is, the faster work starts. Use an online signature process and keep signed copies somewhere you can find in seconds.
A plain-language outline you can adapt
Use clear headings your clients can follow: Project overview, Deliverables, Timeline, Fees and payment, Revisions, Ownership, Confidentiality, Termination and General terms. Short, plain sentences are easier to agree on than dense legal paragraphs, but always have a lawyer check the final text for your region.
Scope wording that prevents arguments
- List deliverables as nouns: a five-page website, three logo concepts, ten blog posts.
- State the number of revision rounds.
- Say what is excluded, such as copywriting or photography.
- Name what the client must supply and by when.
Payment wording that gets you paid
- Deposit amount and when it is due.
- Milestone amounts and triggers.
- Due date for each invoice.
- Late fee or pause on work for overdue invoices.
Changes and cancellations
Explain how change requests work and what the client owes if they cancel mid-project, such as payment for work completed to date. Clear terms make difficult conversations shorter.
Contract mistakes to avoid
- Starting work before signing.
- Using one vague sentence for scope.
- Forgetting to mention who owns the work and when.
- Not saying how the contract can end.
- Losing the signed copy.
AgenciesWP includes agreements that clients can view and sign in their portal, linked to the project and invoices. See the features or read the documentation.
FAQ
Do I need a contract for a small job?
A short written agreement is still wise. Even a one-page document avoids most disputes.
Can I use a template?
Yes, as a starting point, but have it reviewed for your location and services.
Putting it into practice
Pick one idea from this article and apply it to your next client or project this week. Small, consistent improvements to how you sell, price, contract and communicate compound quickly, and writing your process down makes each one easier to repeat.
More tips for agency owners and freelancers
- How to Price Agency Services: Hourly, Project or Retainer?
- Client Onboarding Checklist for Agencies and Freelancers
- How to Get Clients to Pay on Time: Practical Tips for Freelancers and Agencies
- How to Stop Scope Creep: A Guide for Agencies and Freelancers
- From Freelancer to Agency: When and How to Scale Your Business
- Agency Profit Margins: What Is Healthy and How to Improve Yours
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