Contract templates

The wording each new contract starts from. Editing a template never changes contracts that have already been sent.
The standard wording your contracts start from: one for client projects, care plans, confidentiality (NDA) and partners.How it works
  • When a client accepts a proposal, their contract is drafted for you from the Website and branding services agreement (you can switch this off in Settings). You can also start any contract by hand from the Contracts page.
  • Gaps like {{client_name}} are filled in for you from the client, project and proposal. Open a template to see the full list.
  • Each time you change the wording, the version number goes up. Contracts already sent keep the wording they were sent with.
  • Hidden templates stay on record but aren't offered when you start a new contract.
These starter templates were written fresh in plain English as a starting point. I'm not a lawyer: have a solicitor review them before you use them with clients, and update them here with any changes.
TemplateUsed forVersionUpdated
Website and branding services agreement
The main client contract. Created automatically when a proposal is accepted.
Client projectv11m ago
Care plan agreement
Monthly aftercare: what's included, payment and notice.
Care planv11m ago
Mutual confidentiality agreement (NDA)
For when a client wants an NDA before sharing details.
Confidentiality (NDA)v11m ago
Production partner agreement
For white-label partners and freelancers, signed once and covering every job sheet.
Partnerv11m ago
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal