Whatever your business does, some documents go out again and again. Each becomes a template in your own wording, filled from the paperwork you already have, and approved by a person before it goes out.
Each page shows what changes every time and the rules the document usually needs.
An assignment agreement transfers ownership of assets, such as intellectual property, a domain name, a debt or the benefit of a contract, from one party to another for a price.
A beauty consultation and consent form records what a client wants done, whether it is suitable and that they understand and agree to it before treatment starts.
Board minutes are the written record of a meeting of a company's directors: who attended, whether the meeting was quorate, what was discussed and what was resolved.
A care home contract sets out the terms on which a person lives in a care home: the room and type of care, what the weekly fee includes, who pays, how fees may change, the resident's rights, and how either side can end the contract.
A childcare contract is the agreement between a nursery, pre-school or childminder and a child's parents or carers, setting out the sessions, the fees and how the place works.
A cleaning services contract is the agreement between a business and a cleaning contractor for regular cleaning of commercial premises, covering what is cleaned and how often, the charge, the staff, the equipment and how either side can end it.
A commercial agency agreement appoints a self-employed sales agent to find or conclude sales of a business's goods in an agreed territory, in return for commission.
A commercial participator agreement is the written agreement between a business and a charity when the business tells customers that buying its products or services will benefit the charity.
A consent to treatment form records that a client has been told what a treatment involves, its risks, alternatives and aftercare, and agrees to go ahead.
A variation agreement records an agreed change to an existing contract, signed by every party, so the contract and the change can be read together.
A counselling agreement sets out how a counsellor and client will work together: the type, length and place of sessions, fees and cancellations, the limits of confidentiality, records, contact between sessions and how therapy ends.
A credit account application is the form a business asks a new trade customer to complete before agreeing to supply on credit.
A data sharing agreement records the terms on which two organisations that each decide how personal data is used share that data with each other: why, what, how it is protected and when it is deleted.
A director's loan agreement records a loan from a company to one of its directors: the amount and purpose, how it was approved, any interest, and how and when it is repaid.
A distribution agreement appoints a business to buy a supplier's goods and resell them in an agreed territory.
A donation thank-you letter is the letter a charity sends to acknowledge a gift.
A freelance contract sets out the terms on which a business engages a self-employed freelancer for a project: the services, the fee, who owns the finished work and how either side can end it.
A Gift Aid declaration is the form a donor signs so a charity can reclaim tax on their gifts.
A home care agreement sets out the terms on which a care agency provides care in a person's own home: the visit schedule, rates, who pays, cancelling visits, what each side will do, and how the agreement can end.
An introducer agreement sets out the terms on which a person or business passes prospective clients to another business in return for a commission.
A late payment letter chases a business customer for an overdue invoice and sets out what the law allows you to claim: statutory interest, fixed compensation and reasonable recovery costs.
A letter of engagement confirms what a consultancy or agency will do for a client, who will do it, when, and for what fee, with short terms of engagement attached.
A loan agreement sets out the terms on which a lender lends money to a company or LLP: the amount, the purpose, interest, how and when it is repaid, and what happens on default.
A mutual non-disclosure agreement lets two businesses share confidential information with each other, such as when exploring a deal, while each agrees to protect what it receives.
A partnership agreement sets out how a general partnership in England and Wales is owned and run: each partner's capital and profit share, drawings, decisions, and what happens when a partner leaves or the partnership ends.
A personal guarantee is a written promise by an individual, often a company director, to pay a business's debts to a creditor if the business does not.
A personal training agreement sets out what a trainer will provide and what a client agrees to: the session blocks and prices, where training takes place, payment, health screening, cancelling and rescheduling, ending the agreement, safety and use of the client's information.
A photo and video consent form asks a parent, guardian or young person which uses of images of a child they agree to.
A private tutoring agreement is the contract between a tutor, or a tutoring business, and a pupil's parent or guardian.
A quotation gives a customer a price for a piece of work, line by line, with what it assumes, what is not included, when the work can start and how it is paid for.
A retainer agreement sets out an ongoing arrangement in which a provider delivers agreed services to a client each month for a monthly fee.
A risk assessment records the hazards at a workplace or on a job, who could be harmed and how, what is already being done and what more is needed.
A school trip consent form is a one-off permission slip a parent or carer signs so a child can join off-site activities.
A shareholders' agreement sets out how a private limited company will be run and how its shares can be issued, sold or bought back, alongside the company's articles.
A supply agreement sets the terms on which a supplier regularly provides goods to a business buyer.
Terms and conditions of sale are the standard terms on which a seller supplies goods to business customers.
Terms of business are the standard terms a firm applies to the services it provides to business clients.
Training course booking terms set out the conditions on which a training provider sells places to business and consumer customers: booking, fees, cancellation and transfers, certificates and what happens if the provider cancels.
A training repayment agreement records that an employer will pay for an employee's course and that the employee will repay some or all of the cost if they leave within a set time.
A volunteer agreement explains what an organisation and a volunteer expect of each other, without making a contract of employment.
A without prejudice offer letter makes an offer to settle a dispute that cannot be shown to the court as an admission.
A written resolution lets the members of a private limited company pass a decision on paper, without holding a meeting.
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