Many of my clients are repeat customers, so we have an overall agreement – based on the template below – and then work out specifics in Project Notes for each individual project. The general contents of those notes are included in the agreement, and the specifics are highly customized to each client and project.

With new clients, my approach is to talk through the agreement and come to clear understanding rather than rely on legal jargon that may be misunderstood. We often change some of the language to suit that common understanding and to meet each individual client’s needs.

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