Client Service Agreement
Client Service Agreement
Do you provide 1:1 creative services for clients and are finally ready for a "real" contract? Ditch the frankenstein-esque contract you've been using and snag this attorney-drafted template so you can confidently show up as a professional service provider.
This client services agreement has been tried and tested with hundreds of businesses just like yours and sets up clear expectations of what you and your client will be doing to have a successful project. This template comes with color-coded fields so that you can customize the services you are providing, including the kind of payment options you do -- AND it has all of the legalese to make it legit.
Don’t let the logistics keep you from expanding your business and landing those perfect-fit clients!! Have something solid from DAY ONE so that when someone is interested in what you have to offer -- you can work with them immediately in a way that matches the great value you have to offer.
Within 20 minutes after downloading, you will have it personalized to your business, and ready to upload to your e-signature portal like Hellosign or Docusign, or integrated into your client CRM like Dubsado, 17 Hats, or Honeybook. BAM -- you are ready to PLAY BALL.
Perfect for: freelancers, event planners, graphic designers, web designers, virtual assistants (VAs), fulfillment assistants, stylists, creative directors, customer service assistants, copywriters
Not a great fit (these all have more specific client service agreements) if you are a:
coach or consultant
social media manager
offer VIP days
if you are the one hiring a freelancer, use the Independent Contractor Agreement
Details on what services will be provided
payment details (including when and how much money will be paid out)
how will revisions work and who approves them
client timeline and "homework" expectations
confidentiality clause so that what happens in your business STAYS in your business
disclaimer and liability protection so that if things go wrong they don’t REALLY go wrong
contract kill-button clause
PLUS all of the boring legalese that turns this into a real bonafide contract you can feel proud of putting YOUR name on
What does a contract purchase include?
Contract template in an editable Word .doc format with customizable fields/options
Video screenflow of attorney Brittany Ratelle walking you through the contract template
.PDF instructions, and our favorite hacks for customizing contract templates
Single-user license to edit, use, and reuse the template for your business purposes
Where can I use this contract?
Jurisdiction: This template adheres to the U.S. principles of contract law and is designed for those doing business or governed by United States law. While similar principles may apply in your jurisdiction, please consult with a local attorney for any specific questions.
What are the term of use for this contract?
Authorized Use: This template includes a single-user license. You may reuse this form as many times as you need for your business transactions, or in multiple brands or businesses as long as it is owned and controlled by the same user/purchaser. Brittany Ratelle, LLC grants you a non-exclusive, non-transferable license to use the template in your business or personal affairs. You can send it to whoever you are doing business with for their signature (including their support staff), and you can send it to an attorney to review or edit. If you love our templates and want to share them with a friend, group, or audience, please become an affiliate and help us get others legally legit!
Prohibited Use: You may not license, sublicense, sell, resell, transfer, assign, distribute, or make this document available to a third party, other than the people listed above. You may not upload this document to a website, email it to someone, or otherwise share it publicly. Thank you for respecting creators and copyright law.
How do I get people to sign a contract?
E-signature platforms we like: HelloSign, DocuSign, Jotforms,
CRM/project management system we like: Dubsado, 17 Hats, Honeybook, and Harlow
Simply upload your polished document to a software platform and insert smart fields to make e-signature an easy-peasy process!