Agreements

Freelance Contract Preparation Checklist

Organize the commercial and project details a written freelance agreement commonly needs before obtaining appropriate legal review.

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Use it for the right moment.

Use this to gather project facts and questions before preparing or reviewing an agreement. It is not a contract or legal advice.

Answer each item with the exact arrangement you intend to use.
Flag anything uncertain instead of copying language you do not understand.
Have the final agreement reviewed for the laws and circumstances that apply to the work.

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FREELANCE CONTRACT PREPARATION CHECKLIST

This checklist organizes project facts. It is not a contract or legal advice.

PARTIES

[ ] Full legal names of the client and freelancer
[ ] Business addresses and contact details
[ ] Authorized person signing for each party
[ ] Effective date

WORK AND DELIVERY

[ ] Project objective
[ ] Specific deliverables and formats
[ ] Client responsibilities, access, and source materials
[ ] Start condition, milestones, and final delivery
[ ] Review, acceptance, and revision process
[ ] Out-of-scope work and change-request process

FEES AND PAYMENT

[ ] Fee, currency, and whether taxes are included
[ ] Deposit, milestones, due dates, and invoice process
[ ] Approved payment route and responsibility for fees
[ ] Late-payment terms that are lawful and agreed
[ ] Expenses and pre-approval requirements

OWNERSHIP AND USE

[ ] Ownership or license for final deliverables
[ ] When ownership or usage rights transfer
[ ] Treatment of drafts, rejected concepts, tools, and pre-existing materials
[ ] Permission to display the work in a portfolio
[ ] Responsibility for client-supplied content and permissions

WORKING RELATIONSHIP

[ ] Independent-contractor status where appropriate
[ ] Confidential information and permitted disclosures
[ ] Data protection, security, or industry requirements
[ ] Subcontracting or third-party service rules
[ ] Communication and notice method

ENDING OR CHANGING THE AGREEMENT

[ ] How either party can end the project
[ ] Payment for work completed and committed costs
[ ] Handover, return, or deletion of materials
[ ] Events that pause or extend the schedule

RISK AND DISPUTES

[ ] Promises, warranties, and limitations appropriate to the work
[ ] Responsibility for third-party claims or materials
[ ] Dispute process and governing law
[ ] Any insurance requirements

FINAL REVIEW

[ ] Every attachment and scope document is identified
[ ] Dates, names, amounts, and defined terms are consistent
[ ] Both parties understand the agreement
[ ] Appropriate legal review is complete
[ ] Both parties sign and receive a copy

Review before you send.

This checklist organizes project information. It is not a contract or legal advice. Obtain appropriate review for the laws, risks, and circumstances that apply.