Outline a simple client service agreement
Turn how you work into an organized outline of a client service agreement (scope, payment, changes, cancellations) to take to a lawyer for drafting.
The prompt
Help me prepare an outline for a client service agreement for my [TYPE OF BUSINESS] in [COUNTRY/STATE]. What I provide: [SERVICES] How I charge: [hourly / fixed fee / retainer / deposit plus balance] Payment terms I want: [e.g. 50% upfront, net 15, late fee] How changes to the scope are handled: [DESCRIBE] Cancellation and refund approach: [DESCRIBE] Problems I have had with clients before: [EXAMPLES] Produce: 1. A section-by-section outline (scope, deliverables, timeline, client responsibilities, fees and payment, changes, cancellation, intellectual property or ownership of work, confidentiality, limitation of liability, dispute resolution, termination). 2. For each section, the business decision I need to make, written as a question, with common options. 3. Plain-language notes on what each section is meant to protect against. Do not write final legal language. Mark this clearly as an outline for attorney review.
Replace every [BRACKETED] part with your own details before sending.
How to use it
Make the business decisions in the outline first, then take it to a lawyer. You will spend less on legal fees when you arrive with your terms already decided.
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