Consultancy agreements, statements of work and engagement letters. 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 apprenticeship agreement is the short statutory document an employer and apprentice in England sign at the start of an apprenticeship.
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 capability meeting letter invites an employee to a formal meeting about their performance, after informal attempts to deal with it have not worked.
A change request is the short form that records an agreed change to a contract that is already running: what is changing, why, who asked for it and what it does to the price.
A clinical supervision agreement sets out how a supervisor and a practitioner or trainee will work together: the format, fees, confidentiality, records and how either side can end it.
A collaboration agreement is the contract between a university or research institution and a company working together on a project, setting out who contributes what, who owns the results, and how findings may be published.
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 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 copyright assignment transfers the ownership of copyright in specific works from one person or company to another, in writing and signed by the person giving it up.
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 disengagement letter tells a client that an accountant will no longer act for them, either because the firm is resigning or because the client has ended the engagement.
An employer reference letter answers a request for a reference about a current or former employee, either as a factual reference or as a full one.
An employment contract sets out the main terms of a job in writing, and UK employers must give every employee a written statement of these particulars by their first day.
An event planning contract sets out what a planner will do for a client's event, which suppliers are booked and who holds each supplier contract, the planner's fee and payment dates, what happens on postponement or cancellation, and any consumer cancellation rights.
A financial adviser client agreement sets out the service a firm gives a new client, what it costs and the client's rights.
A fixed-term employment contract is the written statement of particulars for someone employed for a set period, such as maternity cover or a seasonal role.
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 graphic design contract is the agreement between a designer and a client for a logo, brand identity, print or digital design project.
A grievance meeting invitation letter invites an employee who has raised a formal grievance to a meeting to discuss it.
A grievance outcome letter tells an employee the decision on their formal grievance, point by point, and explains how to appeal.
An image licence agreement lets a photographer or illustrator give a business permission to use named images, for a stated use, in a stated place and for a stated time, while keeping ownership of them.
An influencer agreement sets out what a content creator will post for a brand, when, how it will be labelled as an advert, what the brand pays or gives, and how the brand may reuse the content.
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 job offer letter tells the successful candidate they have the job, with the salary, start date and type of post.
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 authority lets a client's accountant or agent ask banks, pension providers, a previous accountant and HMRC for information on the client's behalf.
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 limited company contractor agreement is the contract between a recruitment agency and a contractor's own limited company for an individual to provide services to an agency's client.
A managed services agreement sets out the terms on which a supplier runs ICT services for a customer.
A master services agreement is the standing contract between a supplier and a client that sets the terms for all the work between them, so each new piece of work needs only a short order or statement of work.
A model release form records that a model agrees to a photographer, and where relevant the photographer's client, using photographs and video of them from a shoot, and in which ways, where and for how long.
A mutual non-disclosure agreement lets two businesses share confidential information with each other for a stated purpose, such as exploring a joint bid or a partnership, and promise not to use it for anything else or pass it on.
A one-way non-disclosure agreement protects information that only one side shares, such as a business showing its accounts to a possible investor or partner.
An order form is the short document that records what a customer is buying: the parties, the goods or services, the price, the start date and any special terms.
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 pay rise letter tells an employee in writing that their pay is going up, by how much and from when.
A performance agreement books a band, musician or other act to perform at a venue or event.
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 photography and videography contract sets out what a photographer or videographer will shoot, what the client receives and when, the price and payment dates, cancellation, and who owns and may use the images.
A probation extension letter tells a new employee that their probation period will be longer than planned, and sets out what they need to achieve in the extra time.
A probation review outcome letter tells a new employee the result of their probation review: that they have passed, or that they have not and their employment will end with notice.
A professional services agreement sets the terms on which a provider does work for a business customer, with a statement of work for each project saying what will be delivered, for how long and at what price.
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 secondment agreement sets out the terms on which an employee is lent by their employer to work for another organisation for a fixed time or project.
A software development agreement sets the terms on which a developer builds software for a client: what is built, how it is tested and accepted, the price, and who owns the code.
A sponsorship agreement sets out what an organiser, such as an event, team, programme or charity, gives a sponsoring business in return for a fee: the benefits, the use of each other's names and logos, what happens if the event is cancelled, how either side can end it, and each side's liability.
A statement of work sets out exactly what a supplier will deliver for a client on one project: the background, the scope, what is out of scope, the deliverables with their dates, and who signs them off.
A status determination statement is the document a client gives a contractor, and the agency or company it contracts with, to say whether the engagement falls inside the off-payroll working rules (IR35).
A subcontractor agreement sets the terms on which an agency or consultancy brings in another business or individual to deliver part of work it has promised to a client.
A software support and maintenance agreement sets out the support a supplier provides for a live system after it has been built: how problems are reported, how quickly they are answered, and what is and is not covered.
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 variation of contract letter confirms in writing a change to an employee's terms that the employer and employee have already agreed, such as new hours, a new place of work or a new job title.
A website design and build contract sets out what a designer will deliver to a client, by when, for what price, and who owns the result.
A wedding photography contract sets out what a photographer will cover on a couple's wedding day, what the couple receive and when, the price and instalments, what happens if the wedding is postponed or cancelled or the photographer cannot attend, and who owns and may use the images.
A without prejudice offer letter makes an offer to settle a dispute that cannot be shown to the court as an admission.
A zero hours contract is the written statement of terms for a worker who has no guaranteed hours: the employer is not obliged to offer work, and the worker is not obliged to accept it.
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