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Client Agreement Form Template

Effortlessly Secure Client Relationships with Our Template

Navigating client agreements can be tricky, leaving you anxious about securing essential terms. This client agreement form template is perfect for freelancers and businesses looking to formalize their client relationships. By using this customizable template, you can ensure clarity on project scope, payment terms, and deadlines, while also protecting your interests. Enjoy peace of mind with legally binding documentation, effortless editing to suit your needs, and WCAG-aligned labels for accessibility. Explore the live template today for a streamlined contract creation process.

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Client legal name (individual or company)
Client email
Client phone
Service provider legal name (individual or company)
Service provider email
Service provider phone
Agreement effective date
Project or service title
Summary of scope of work
Key deliverables
Service start date
Service end or completion date
Fee structure
Fixed fee
Hourly rate
Daily rate
Per milestone
Retainer
Performance-based
Other
Please Specify:
Total fee or rate (specify amount and units)
Payment schedule
Upfront
On completion
Net 15
Net 30
Per milestone
Weekly
Monthly
Other
Please Specify:
Preferred payment method
Bank transfer
Credit or debit card
Check
PayPal
Wire transfer
Other
Please Specify:
Are out-of-pocket expenses reimbursable?
Yes
No
Do late payment interest or fees apply?
Yes
No
Both parties will keep confidential information private and use it only for this engagement.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Intellectual property ownership for final deliverables will be
Client owns final deliverables upon full payment
Provider retains ownership of pre-existing materials; client gets license
Provider owns deliverables; client receives license
Joint ownership
As defined in a separate SOW
Other
Please Specify:
Will any personal data be processed as part of the services?
Yes
No
Provider warrants the work will meet the agreed specifications at the time of delivery.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Limitation of liability cap
Fees paid in last 12 months
Total fees under this agreement
Fixed amount cap
No cap
Other
Please Specify:
Termination for convenience is allowed by either party with notice.
Yes
No
Governing law (state, province, or country)
Preferred dispute resolution method
Negotiation between parties
Mediation before litigation
Binding arbitration
Court litigation
Other
Please Specify:
Related Statement of Work, proposal, or reference link (if any)
Additional terms, exclusions, or special conditions
I have read and agree to the terms stated above.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Each signatory has authority to bind their respective party.
True
False
Client signatory full name
Client typed signature (enter full name)
Client signature date
Provider signatory full name
Provider typed signature (enter full name)
Provider signature date
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paper art illustration related to client agreement form template for FormCreatorAI article

When to use this form

Use this template when you and a customer need clear terms before work starts. It suits freelancers, studios, and small businesses that sell services. Spell out scope, pricing, timing, and approvals so both sides know what to expect. It works for short projects and ongoing retainers. For example, coaches can pair it with a Coaching agreement form, cleaners can align it with a Cleaning service agreement form, and contractors can reference a Painting contract form for job-site specifics. The result is a signed record that sets boundaries, reduces scope creep, and speeds onboarding. You get fewer surprises, faster payments, and a simple paper trail if anything changes.

Must Ask Client Agreement Questions

  1. What work will you deliver, with specific tasks, formats, and exclusions?

    Clear scope sets expectations and prevents scope creep. It also helps you price and schedule accurately.

  2. What are the start date, milestones, delivery dates, and how will approvals or change requests work?

    Defined timing and sign-off steps keep the project moving and prevent bottlenecks. It also makes it easier to manage revisions without derailing delivery.

  3. What is the total fee, payment schedule, invoice timing, and late fee policy?

    Transparent terms reduce billing disputes and improve cash flow. Clients know when to pay and what happens if they miss a due date.

  4. Who owns the work product and underlying IP, and what usage rights or licenses does each party have?

    IP and usage rules prevent conflicts over files, creative assets, or data. If you manage trainees or shared work, see the Unpaid internship agreement form for examples of rights and responsibilities.

  5. How can either party end the agreement, with notice period, handoff, and refunds or kill fees?

    Exit rules limit risk if needs change. They also outline what is owed, who keeps what, and how to transition smoothly.

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