Client Services Agreement Brief
Scopes a freelance or agency engagement so the contract covers the four things that actually cause disputes: scope creep, payment, IP and how it ends.
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Running it, start to finish
- Describe the engagement, the deliverables and the commercials.
- Settle the client questions before anything is drafted.
- Send the scoping document to a qualified lawyer to turn into an agreement.
What you get back
The output this produces, every time.
- Forces a definition of done for every deliverable, which is what an unpaid final invoice usually turns on.
- Writes the out-of-scope list, which does more to prevent scope creep than the in-scope list.
- Settles the IP and portfolio questions before the work starts, when they are still easy to raise.
Getting better results
Where this usually goes wrong, and how to avoid it.
- Contract for client delay. Late client input is the most common cause of an overrun and the least often written down.
- Ask about the portfolio now. It is a normal question before the engagement and an awkward one afterwards.
- Tie invoices to events. Date-triggered invoices on a project that has slipped are the ones that get queried.
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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.