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Document templates

Each one is a template in DocuWeave, ready to fill from the paperwork you already have. Its page shows what changes each time and the rules it needs.

HR and employment

Contracts, offers, settlements and the letters around them.

More about HR and employment

Apprenticeship agreement (England)

An apprenticeship agreement is the short statutory document an employer and apprentice in England sign at the start of an apprenticeship.

What changes each time
  • Apprentice name
  • Place of work
  • Apprenticeship standard, level and version
  • Start date of apprenticeship
  • End date of apprenticeship
  • Start date of practical period
  • and 3 more

Capability meeting letter

A capability meeting letter invites an employee to a formal meeting about their performance, after informal attempts to deal with it have not worked.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the informal meeting
  • and 13 more

Employer reference letter

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.

What changes each time
  • Who asked
  • Date of the request
  • Type of reference
  • Full name
  • Dates of employment
  • Job titles
  • and 10 more

Fixed-term employment contract

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.

What changes each time
  • Employee name
  • Employer name
  • Job title
  • Employment start date
  • How the fixed term ends
  • Why the post is fixed term
  • and 10 more

Grievance meeting invitation letter

A grievance meeting invitation letter invites an employee who has raised a formal grievance to a meeting to discuss it.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the grievance
  • and 9 more

Grievance outcome letter

A grievance outcome letter tells an employee the decision on their formal grievance, point by point, and explains how to appeal.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the written grievance
  • and 13 more

Job offer letter

A job offer letter tells the successful candidate they have the job, with the salary, start date and type of post.

What changes each time
  • Candidate's full name
  • Candidate's first name
  • Candidate's address
  • Job title
  • Annual salary
  • Start date
  • and 8 more

Maternity leave confirmation letter

A maternity leave confirmation letter confirms in writing an employee's maternity leave dates and what the employee needs to know about it.

What changes each time
  • Employee's name
  • How the employee gave notice
  • Date of notification
  • Maternity leave start date
  • Return-to-work date
  • Weeks of enhanced maternity leave
  • and 4 more

Pay rise letter

A pay rise letter tells an employee in writing that their pay is going up, by how much and from when.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Reason for the rise
  • and 13 more

Probation extension letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 13 more

Probation review outcome letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 16 more

Secondment agreement

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.

What changes each time
  • Date of the agreement
  • Employer's full legal name
  • Host organisation's full legal name
  • Employee's full name
  • Employee's home address
  • Role at the host
  • and 15 more

Settlement agreement

A settlement agreement is the legally binding agreement an employer and employee sign when they agree the terms of an exit: the leaving date, any payment in lieu of notice, a settlement payment, and the claims the employee agrees not to bring.

What changes each time
  • Employer name
  • Employee name
  • Job title
  • Employment start date
  • Termination date
  • Weeks of pay in lieu of notice
  • and 13 more

Settlement offer letter

A settlement offer letter opens settlement discussions with an employee, proposing that their employment ends on agreed terms.

What changes each time
  • Employee name
  • Type of concern
  • Concerns and action taken so far
  • Procedure that would come next
  • Where the procedure can be read
  • Proposed employment end date
  • and 8 more

Status determination statement

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).

What changes each time
  • Client's full legal name
  • Client's address
  • Issued by, name and job title
  • Email address
  • Worker's full name
  • Intermediary's legal name and number
  • and 15 more

Suspension letter

A suspension letter confirms in writing that an employee has been suspended on their usual pay while an allegation against them is investigated.

What changes each time
  • Employee
  • Home address
  • Post and department
  • Allegations, one bullet each
  • Changes considered first, one bullet each
  • Why they were not enough
  • and 8 more

Training repayment agreement

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.

What changes each time
  • Date
  • Employer's company name
  • Employer's address
  • Employee's full name
  • Employee's job title
  • Course or qualification
  • and 13 more

Variation of contract letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of the person met
  • and 13 more

Work experience agreement

A work experience agreement sets out what a student, their education provider and the host employer expect from a placement.

What changes each time
  • Education provider's name
  • Employer's name
  • Student's name
  • Parent or carer's name
  • Placement start date
  • Placement end date
  • and 14 more

Zero hours contract

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.

What changes each time
  • Worker's name
  • Employer
  • Start date
  • Job title
  • Places of work and hourly rates
  • Normal place of work
  • and 6 more

Property and lettings

Tenancy agreements, rent increases and the letters a landlord sends.

More about property and lettings

Deposit deductions letter

A deposit deductions letter is what a landlord or letting agent sends a tenant at the end of a tenancy in England to propose deductions from the deposit and return the balance.

What changes each time
  • Landlord's or agent's name, address, email and phone
  • Date of the letter
  • Tenant's name or all joint tenants' names
  • Forwarding address or email
  • Property address
  • Tenancy end date
  • and 16 more

Deposit prescribed information

Deposit prescribed information is the information a landlord must give a tenant, and anyone who paid towards the deposit, within 30 days of taking a deposit in England.

What changes each time
  • Property and tenancy start date
  • Deposit amount
  • Dates received and protected
  • Protection reference
  • Scheme and type
  • Administrator and contact details
  • and 9 more

Estate agency terms of business

Estate agency terms of business are the terms an estate agent gives a seller before being instructed to sell a property in England and Wales, setting out the type of agency, the fee, the services and how the seller can cancel.

What changes each time
  • Agency's trading name and legal name
  • Company number and address
  • Redress scheme name and membership number
  • HMRC anti-money laundering registration number
  • Professional body and membership number
  • Seller's name or all sellers' names
  • and 19 more

Guarantor agreement

A guarantor agreement is a document in which a guarantor promises a landlord that a tenant's rent and other obligations under a tenancy will be met.

What changes each time
  • Date of the agreement
  • Guarantor's full name and home address
  • Landlord's name or all joint landlords' names, and address for notices
  • Tenant's full name or each tenant's name
  • Notice emails for guarantor and landlord
  • Property address
  • and 14 more

HMO room tenancy agreement

An HMO room tenancy agreement lets one room in a shared house to one tenant on an assured periodic tenancy in England, with the use of the shared kitchen, bathrooms and living areas.

What changes each time
  • Landlord and address for notices
  • Manager of the house and agent
  • Tenant
  • House and room
  • Shared facilities
  • HMO licence
  • and 12 more

Holding deposit receipt and terms

A holding deposit receipt and terms records a payment made to reserve a rented property in England while the applicant's references and checks are completed.

What changes each time
  • Landlord's full name
  • Letting agent's business name, address, phone and email
  • Applicants' full names
  • Property address
  • Rent
  • Proposed start date
  • and 11 more

Holiday let booking agreement

A holiday let booking agreement sets out the terms on which a guest books a holiday property in England or Wales for set dates: the price, what is paid and when, the house rules, and what happens if either side cancels.

What changes each time
  • Owner's name or business name, address, phone and email
  • Agency's name, address, phone and email
  • Lead guest's name
  • Lead guest's home address, phone and email
  • Property name and address
  • Arrival date and time
  • and 24 more

Inventory and check-in report

An inventory and check-in report records the contents of a rented property and the condition of every room and item on the day a tenancy starts.

What changes each time
  • Property address
  • Landlord's name
  • Tenant's name or each tenant's name
  • Tenancy start date
  • Date and time of check-in
  • Report prepared by
  • and 21 more

Landlord reference letter

A landlord reference letter tells a new landlord or a referencing company how a tenant has paid the rent and looked after the property.

What changes each time
  • Landlord or agent sending it
  • Recipient and organisation
  • Signed by and role
  • Tenant
  • Property
  • Landlord and managing agent
  • and 9 more

Lettings agency terms of business

Lettings agency terms of business are the terms a letting agent gives a landlord in England before being instructed: the services, the fees, how money is handled and how either side can end the arrangement.

What changes each time
  • Agency's trading name and legal name
  • Company number and address
  • Redress scheme and membership number
  • Client money protection scheme and membership number
  • Professional body and membership number
  • Bank holding client money
  • and 27 more

Memorandum of sale

A memorandum of sale is the estate agent's record of a property sale agreed subject to contract, sent to the seller, the buyer and both conveyancers.

What changes each time
  • Address
  • Tenure
  • Agreed price
  • Included in the price
  • Items sold separately
  • Names, addresses and contact details
  • and 8 more

Mortgage broker terms of business

Mortgage broker terms of business set out the terms on which a mortgage adviser gives a client advice and arranges a mortgage: which lenders they use, how they are paid, and how to complain.

What changes each time
  • Firm name, address and contact
  • Company number
  • FCA reference number
  • Principal firm's name and reference number, if an appointed representative
  • Client full name(s) and address
  • Adviser name
  • and 15 more

Property management agreement

A property management agreement appoints an agent to manage a landlord's rented homes in England: finding tenants, collecting rent, protecting deposits, keeping the legal checks up to date and arranging repairs.

What changes each time
  • Date of the agreement
  • Owner's full name or company name and number, and address
  • Agent's legal name, trading name, company number and address
  • Start date
  • Redress scheme and membership number
  • Client money protection scheme and membership number
  • and 29 more

Rent arrears letter

A rent arrears letter is what a landlord or letting agent in England sends a tenant who has fallen behind with rent, setting out the account and asking for payment or a repayment plan.

What changes each time
  • Landlord's or agent's name, address, email and phone
  • Date of the letter
  • Tenant's name or all joint tenants' names
  • Property address
  • Stage of the letter
  • Date of the earlier letter
  • and 11 more

Section 20 notice of intention

A section 20 notice of intention is the first formal step in consulting leaseholders before major works paid for through the service charge.

What changes each time
  • Addressed to
  • Recognised tenants' association
  • Landlord
  • Managing agent
  • Building and date of the notice
  • Description, or where to inspect one
  • and 6 more

Section 20 notice of reasons

A section 20 notice of reasons is the notice a landlord in England gives leaseholders, within 21 days of signing the contract, to explain why the work was awarded to a contractor other than the one with the lowest estimate or one nominated by a leaseholder or association.

What changes each time
  • Leaseholders: each of the building or a named leaseholder
  • Recognised tenants' association and secretary's address
  • Landlord's name or company name
  • Managing agent's name, address, phone and email
  • Building or estate name and address
  • Date of the notice
  • and 14 more

Section 20 statement of estimates

A section 20 statement of estimates is the second stage of consultation on major works to a leasehold building in England.

What changes each time
  • Leaseholders: each of the building or a named leaseholder
  • Recognised tenants' association and secretary's address
  • Landlord's name or company name
  • Managing agent's name, address, phone and email
  • Building or estate name and address
  • Date of the notice
  • and 18 more

Snagging list

A snagging list records the defects and unfinished items found when a client and contractor walk round building work near completion, with who will put each one right and by when.

What changes each time
  • Project and site address
  • Contract reference
  • Client and contractor
  • Inspection date
  • Who was present
  • Location
  • and 9 more

Tenancy agreement

A tenancy agreement sets out the terms on which a landlord lets a home to a tenant, and in England it now has to include the written information the law requires before an assured periodic tenancy is agreed.

What changes each time
  • Landlord
  • Landlord's address for notices
  • Agent and its role
  • Tenants
  • Property
  • Furnished
  • and 20 more

Venue hire agreement

A venue hire agreement is a licence for a hirer to use a room or hall for a stated purpose, on stated dates and hours, without taking over the space.

What changes each time
  • Date
  • Venue owner name or organisation, address and contact
  • Charity number, if a charity
  • Hirer name or organisation, address and contact
  • Person responsible on the day and mobile
  • Venue name and address
  • and 21 more

Agencies, consultancies and professional services

Agreements, statements of work and engagement letters for every new client.

More about professional services

Apprenticeship agreement (England)

An apprenticeship agreement is the short statutory document an employer and apprentice in England sign at the start of an apprenticeship.

What changes each time
  • Apprentice name
  • Place of work
  • Apprenticeship standard, level and version
  • Start date of apprenticeship
  • End date of apprenticeship
  • Start date of practical period
  • and 3 more

Assignment agreement

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.

What changes each time
  • Date of the agreement
  • Assignor's full legal name, company number and registered office
  • Assignee's full legal name, company number and registered office
  • Effective date
  • Price
  • VAT, if applicable
  • and 11 more

Capability meeting letter

A capability meeting letter invites an employee to a formal meeting about their performance, after informal attempts to deal with it have not worked.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the informal meeting
  • and 13 more

Change request

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.

What changes each time
  • Buyer name
  • Supplier name
  • Contract name
  • Contract reference number
  • Variation initiated by
  • Variation number
  • and 13 more

Clinical supervision agreement

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.

What changes each time
  • Name, qualifications and contact
  • Professional body and membership number
  • Name, qualifications and contact
  • Professional body and membership number
  • Training course, provider and placement
  • Start date
  • and 18 more

Collaboration agreement

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.

What changes each time
  • Institution
  • Company
  • Lead Academic
  • Company's Supervisor
  • Commencement date
  • Grant Offer Letter date
  • and 5 more

Commercial agency agreement

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.

What changes each time
  • Principal's full legal name
  • Company number
  • Agent's full legal name
  • Address
  • Exclusive or non-exclusive
  • Negotiate, or negotiate and conclude sales
  • and 13 more

Contract variation agreement

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.

What changes each time
  • Each party's full legal name
  • Company or individual
  • Registered office or address
  • Short name
  • Third party joining
  • Original contract
  • and 9 more

Copyright assignment

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.

What changes each time
  • Date
  • Assignor name or company and address
  • Assignor company number
  • Assignee name or company and address
  • Assignee company number
  • Each work
  • and 13 more

Data sharing agreement

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.

What changes each time
  • Date of the agreement
  • Party A's full legal name, company number, registered office and ICO registration number
  • Party B's full legal name, company number, registered office and ICO registration number
  • Further parties, if any
  • Purpose of the sharing
  • Expected benefit
  • and 21 more

Director's loan agreement

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.

What changes each time
  • Company, number and registered office
  • Director and home address
  • Who signs for the company
  • Amount and purpose
  • How and when it is paid
  • Approval
  • and 6 more

Disengagement letter

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.

What changes each time
  • Firm's name
  • Firm's address and email
  • Client's name, or contact name and company
  • Client's address
  • Client's first name
  • Services we are acting for you in
  • and 14 more

Employer reference letter

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.

What changes each time
  • Who asked
  • Date of the request
  • Type of reference
  • Full name
  • Dates of employment
  • Job titles
  • and 10 more

Event planning contract

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.

What changes each time
  • Date of the contract
  • Planner's name, address and contact
  • Client's name, address and contact
  • Type of event
  • Event date
  • Venue
  • and 22 more

Financial adviser client agreement

A financial adviser client agreement sets out the service a firm gives a new client, what it costs and the client's rights.

What changes each time
  • Firm name
  • Firm address
  • Firm email
  • Firm's company number
  • FCA reference number
  • Principal firm (if an appointed representative)
  • and 20 more

Fixed-term employment contract

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.

What changes each time
  • Employee name
  • Employer name
  • Job title
  • Employment start date
  • How the fixed term ends
  • Why the post is fixed term
  • and 10 more

Freelance contract

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.

What changes each time
  • Client's company name
  • Freelancer's full name
  • Freelancer's company number
  • Freelancer's address
  • Individual carrying out the work, if the freelancer is a company
  • Service or deliverable
  • and 19 more

Graphic design contract

A graphic design contract is the agreement between a designer and a client for a logo, brand identity, print or digital design project.

What changes each time
  • Date
  • Designer name or company, address and number
  • Client name or company, address and number
  • Client contact for decisions
  • Brief date and quote date
  • Deliverable and what it includes
  • and 20 more

Grievance meeting invitation letter

A grievance meeting invitation letter invites an employee who has raised a formal grievance to a meeting to discuss it.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the grievance
  • and 9 more

Grievance outcome letter

A grievance outcome letter tells an employee the decision on their formal grievance, point by point, and explains how to appeal.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the written grievance
  • and 13 more

Image licence agreement

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.

What changes each time
  • Date of this agreement
  • Licensor name or company, address and email
  • Licensee name or company, address and email
  • Image reference and title
  • Permitted use
  • Medium
  • and 11 more

Influencer agreement

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.

What changes each time
  • Date
  • Brand company, address and number
  • Agency name, if acting for the brand
  • Influencer legal name, channel and address
  • Talent agency and contact, if represented
  • Campaign name and brief
  • and 25 more

Introducer (referral) agreement

An introducer agreement sets out the terms on which a person or business passes prospective clients to another business in return for a commission.

What changes each time
  • Business's full legal name
  • Introducer's full legal name
  • Company number
  • Address
  • Description of the business's services
  • Email address for introductions
  • and 8 more

Job offer letter

A job offer letter tells the successful candidate they have the job, with the salary, start date and type of post.

What changes each time
  • Candidate's full name
  • Candidate's first name
  • Candidate's address
  • Job title
  • Annual salary
  • Start date
  • and 8 more

Late payment letter

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.

What changes each time
  • Your business name
  • Customer's business name
  • Customer contact's name
  • Letter date
  • Invoice number
  • Invoice date
  • and 13 more

Letter of authority

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.

What changes each time
  • Client or company name
  • Address
  • Company number
  • Signatories
  • Firm name and address
  • Email and phone
  • and 4 more

Letter of engagement

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.

What changes each time
  • Consultant and contact details
  • Client company and contact
  • Engagement title
  • Client's objective
  • Services, one paragraph each
  • Not included
  • and 11 more

Limited company contractor agreement

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.

What changes each time
  • Date of the agreement
  • Agency's full legal name
  • Agency's company number and registered office
  • Contractor company's full legal name
  • Contractor company's number and registered office
  • Individual's full name
  • and 20 more

Managed services agreement

A managed services agreement sets out the terms on which a supplier runs ICT services for a customer.

What changes each time
  • Supplier-furnished terms
  • Schedule setting out the software as a service terms
  • Schedule setting out the software support and maintenance terms

Master services agreement

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.

What changes each time
  • Buyer name
  • Supplier name
  • Term
  • Liability cap
  • Insurance cover

Model release form

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.

What changes each time
  • Photographer's name or company, address and email
  • Client the images are for, if any
  • Model's full name
  • Model's address, email and phone
  • Agency and booking reference, if booked through one
  • Model's date of birth, if under 18
  • and 13 more

Mutual non-disclosure agreement (NDA)

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.

What changes each time
  • Party 1 company
  • Party 1 company number
  • Party 1 registered office
  • Party 2 company
  • Party 2 company number
  • Party 2 registered office
  • and 8 more

One-way non-disclosure agreement

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.

What changes each time
  • Recipient company
  • Recipient company number
  • Recipient registered office
  • Discloser company
  • Discloser company number
  • Discloser registered office
  • and 6 more

Order form

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.

What changes each time
  • Buyer
  • Supplier
  • Supplier's address
  • Deliverables
  • Contract reference
  • Start date
  • and 11 more

Partnership agreement

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.

What changes each time
  • Business and firm name
  • Start date
  • Main place of business
  • Partners, addresses, capital and shares
  • Capital deadline
  • Interest on capital
  • and 11 more

Pay rise letter

A pay rise letter tells an employee in writing that their pay is going up, by how much and from when.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Reason for the rise
  • and 13 more

Performance agreement

A performance agreement books a band, musician or other act to perform at a venue or event.

What changes each time
  • Date of the agreement
  • Artist or band, signatory and contact
  • Booker (promoter, venue or client) and contact
  • Event
  • Venue
  • Date
  • and 18 more

Personal guarantee

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.

What changes each time
  • Date of the guarantee
  • Guarantor's full name and home address
  • Creditor's full legal name, company number and address
  • Customer's full legal name, company number or address
  • Guarantor's relationship to the customer
  • Credit being given
  • and 12 more

Photography contract

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.

What changes each time
  • Date of the contract
  • Photographer's name, address and company number
  • Client's name or company and address
  • Type of shoot
  • Date and time
  • Locations
  • and 17 more

Probation extension letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 13 more

Probation review outcome letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 16 more

Professional services agreement

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.

What changes each time
  • Provider's full legal name
  • Company number
  • Registered office address
  • Customer's full legal name
  • SOW reference
  • Description of the work
  • and 17 more

Quotation

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.

What changes each time
  • Supplier and contact details
  • Company and VAT numbers
  • Customer, company and address
  • Quotation number and customer reference
  • Items, quantities and prices
  • Subtotal, VAT and total
  • and 8 more

Retainer agreement

A retainer agreement sets out an ongoing arrangement in which a provider delivers agreed services to a client each month for a monthly fee.

What changes each time
  • Provider's full legal name
  • Client's full legal name
  • Company number
  • Address
  • Start date
  • Services in the schedule
  • and 8 more

Secondment agreement

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.

What changes each time
  • Date of the agreement
  • Employer's full legal name
  • Host organisation's full legal name
  • Employee's full name
  • Employee's home address
  • Role at the host
  • and 15 more

Software development agreement

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.

What changes each time
  • Client's company name, number and registered office
  • Developer's company name, number and registered office
  • Client's project lead
  • Developer's project lead
  • Method
  • Test environment
  • and 10 more

Sponsorship agreement

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.

What changes each time
  • Date of the agreement
  • Organiser's name, address and charity or company number
  • Sponsor's company name, address and number
  • Event or programme and dates
  • Event venue
  • Sponsorship level
  • and 9 more

Statement of work

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.

What changes each time
  • Buyer
  • Supplier
  • Contract reference
  • Background
  • Scope
  • Out of scope
  • and 7 more

Status determination statement

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).

What changes each time
  • Client's full legal name
  • Client's address
  • Issued by, name and job title
  • Email address
  • Worker's full name
  • Intermediary's legal name and number
  • and 15 more

Subcontractor agreement

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.

What changes each time
  • Contractor's company name
  • Contractor's company number
  • Contractor's registered office
  • Subcontractor's full name or company name
  • Subcontractor's address
  • End client's company name
  • and 11 more

Support and maintenance agreement

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.

What changes each time
  • Supplier's company name, number and registered office
  • Client's company name, number and registered office
  • Name of the system
  • Start date
  • Hosting
  • Reporting channel
  • and 11 more

Terms of business

Terms of business are the standard terms a firm applies to the services it provides to business clients.

What changes each time
  • Business's full legal name
  • Company number
  • Address
  • Trading name
  • What an order is
  • Client role
  • and 6 more

Training course booking terms

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.

What changes each time
  • Business name
  • Company number and registered office
  • Postal address, email and phone
  • Website for booking
  • Booking method
  • Whether prices include VAT
  • and 24 more

Training repayment agreement

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.

What changes each time
  • Date
  • Employer's company name
  • Employer's address
  • Employee's full name
  • Employee's job title
  • Course or qualification
  • and 13 more

Variation of contract letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of the person met
  • and 13 more

Website design and build contract

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.

What changes each time
  • Designer's name or company name
  • Address
  • Company number
  • Client's name or company name
  • Date of proposal
  • Deliverable and description
  • and 10 more

Wedding photography contract

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.

What changes each time
  • Date of the contract
  • Photographer's name, address and contact
  • The couple's names, address and contact
  • Wedding date
  • Ceremony venue
  • Reception venue
  • and 23 more

Without prejudice offer letter

A without prejudice offer letter makes an offer to settle a dispute that cannot be shown to the court as an admission.

What changes each time
  • Sender and recipient
  • Heading
  • What the dispute is about
  • Correspondence it refers to
  • Your position, in a sentence or two
  • Who pays and how much
  • and 3 more

Zero hours contract

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.

What changes each time
  • Worker's name
  • Employer
  • Start date
  • Job title
  • Places of work and hourly rates
  • Normal place of work
  • and 6 more

Accountancy and bookkeeping

Engagement letters for every client and every service.

More about accountancy

Accountant engagement letter

An accountant engagement letter sets out the services an accountancy firm will provide to a client, the fees, each side's responsibilities and how the engagement can end.

What changes each time
  • Firm's name
  • Firm's address
  • Firm's email and phone
  • Professional body and membership number
  • Anti-money laundering supervisor
  • Professional indemnity insurer
  • and 22 more

Board meeting minutes

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.

What changes each time
  • Company and number
  • Place, date and start time
  • Directors present
  • Others in attendance
  • Apologies
  • Quorum
  • and 7 more

Board minutes declaring a dividend

Board minutes declaring a dividend are the written record that a company's directors met and decided to pay an interim dividend.

What changes each time
  • Company's full name
  • Company number
  • Registered office address
  • Date of the meeting
  • Time
  • Place of the meeting
  • and 16 more

Capability meeting letter

A capability meeting letter invites an employee to a formal meeting about their performance, after informal attempts to deal with it have not worked.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the informal meeting
  • and 13 more

Director's loan agreement

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.

What changes each time
  • Company, number and registered office
  • Director and home address
  • Who signs for the company
  • Amount and purpose
  • How and when it is paid
  • Approval
  • and 6 more

Disengagement letter

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.

What changes each time
  • Firm's name
  • Firm's address and email
  • Client's name, or contact name and company
  • Client's address
  • Client's first name
  • Services we are acting for you in
  • and 14 more

Dividend voucher

A dividend voucher is the record a company gives each shareholder when it pays a dividend, showing what was paid and on which shares.

What changes each time
  • Company, number and registered office
  • Voucher number
  • Shareholder and address
  • Interim or final
  • Year or period ending
  • Declared on
  • and 6 more

Employer reference letter

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.

What changes each time
  • Who asked
  • Date of the request
  • Type of reference
  • Full name
  • Dates of employment
  • Job titles
  • and 10 more

Financial adviser client agreement

A financial adviser client agreement sets out the service a firm gives a new client, what it costs and the client's rights.

What changes each time
  • Firm name
  • Firm address
  • Firm email
  • Firm's company number
  • FCA reference number
  • Principal firm (if an appointed representative)
  • and 20 more

Grievance meeting invitation letter

A grievance meeting invitation letter invites an employee who has raised a formal grievance to a meeting to discuss it.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the grievance
  • and 9 more

Grievance outcome letter

A grievance outcome letter tells an employee the decision on their formal grievance, point by point, and explains how to appeal.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the written grievance
  • and 13 more

Introducer (referral) agreement

An introducer agreement sets out the terms on which a person or business passes prospective clients to another business in return for a commission.

What changes each time
  • Business's full legal name
  • Introducer's full legal name
  • Company number
  • Address
  • Description of the business's services
  • Email address for introductions
  • and 8 more

Job offer letter

A job offer letter tells the successful candidate they have the job, with the salary, start date and type of post.

What changes each time
  • Candidate's full name
  • Candidate's first name
  • Candidate's address
  • Job title
  • Annual salary
  • Start date
  • and 8 more

Letter of authority

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.

What changes each time
  • Client or company name
  • Address
  • Company number
  • Signatories
  • Firm name and address
  • Email and phone
  • and 4 more

Letter of representation

A letter of representation is a signed statement from a company's directors to its accountant or auditor, confirming that they have given complete and accurate information for the year-end accounts.

What changes each time
  • Company's full legal name
  • Registered office address
  • Date
  • Name
  • Firm's name
  • Address
  • and 10 more

Partnership agreement

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.

What changes each time
  • Business and firm name
  • Start date
  • Main place of business
  • Partners, addresses, capital and shares
  • Capital deadline
  • Interest on capital
  • and 11 more

Pay rise letter

A pay rise letter tells an employee in writing that their pay is going up, by how much and from when.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Reason for the rise
  • and 13 more

Personal guarantee

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.

What changes each time
  • Date of the guarantee
  • Guarantor's full name and home address
  • Creditor's full legal name, company number and address
  • Customer's full legal name, company number or address
  • Guarantor's relationship to the customer
  • Credit being given
  • and 12 more

Probation extension letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 13 more

Probation review outcome letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 16 more

Professional clearance letter

A professional clearance letter is how an accountant asks the client's previous accountant whether there is any professional reason not to accept the appointment, and how the previous accountant replies.

What changes each time
  • Incoming firm's name
  • Incoming firm's address and email
  • Outgoing accountant's name
  • Outgoing firm's name
  • Outgoing firm's address
  • Client's full name or company name
  • and 8 more

Secondment agreement

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.

What changes each time
  • Date of the agreement
  • Employer's full legal name
  • Host organisation's full legal name
  • Employee's full name
  • Employee's home address
  • Role at the host
  • and 15 more

Variation of contract letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of the person met
  • and 13 more

Written resolution

A written resolution lets the members of a private limited company pass a decision on paper, without holding a meeting.

What changes each time
  • Company number
  • Company type: limited by shares or guarantee
  • Company's full legal name
  • Circulation date
  • Type of each resolution: ordinary or special
  • Text of each resolution
  • and 7 more

IT, software and SaaS

Service levels, order forms and the data protection papers every client asks for.

More about IT and software

Assignment agreement

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.

What changes each time
  • Date of the agreement
  • Assignor's full legal name, company number and registered office
  • Assignee's full legal name, company number and registered office
  • Effective date
  • Price
  • VAT, if applicable
  • and 11 more

Cloud service agreement

A cloud service agreement sets out the terms on which a provider supplies an online service to a business customer: what is provided, the fees, how long it runs, and who is responsible for what.

What changes each time
  • Provider's full legal name
  • Company number
  • Registered office address
  • Customer's full legal name
  • Description of the online service
  • Order date
  • and 17 more

Contract variation agreement

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.

What changes each time
  • Each party's full legal name
  • Company or individual
  • Registered office or address
  • Short name
  • Third party joining
  • Original contract
  • and 9 more

Copyright assignment

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.

What changes each time
  • Date
  • Assignor name or company and address
  • Assignor company number
  • Assignee name or company and address
  • Assignee company number
  • Each work
  • and 13 more

Data sharing agreement

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.

What changes each time
  • Date of the agreement
  • Party A's full legal name, company number, registered office and ICO registration number
  • Party B's full legal name, company number, registered office and ICO registration number
  • Further parties, if any
  • Purpose of the sharing
  • Expected benefit
  • and 21 more

Freelance contract

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.

What changes each time
  • Client's company name
  • Freelancer's full name
  • Freelancer's company number
  • Freelancer's address
  • Individual carrying out the work, if the freelancer is a company
  • Service or deliverable
  • and 19 more

Introducer (referral) agreement

An introducer agreement sets out the terms on which a person or business passes prospective clients to another business in return for a commission.

What changes each time
  • Business's full legal name
  • Introducer's full legal name
  • Company number
  • Address
  • Description of the business's services
  • Email address for introductions
  • and 8 more

Limited company contractor agreement

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.

What changes each time
  • Date of the agreement
  • Agency's full legal name
  • Agency's company number and registered office
  • Contractor company's full legal name
  • Contractor company's number and registered office
  • Individual's full name
  • and 20 more

Managed services agreement

A managed services agreement sets out the terms on which a supplier runs ICT services for a customer.

What changes each time
  • Supplier-furnished terms
  • Schedule setting out the software as a service terms
  • Schedule setting out the software support and maintenance terms

Order form

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.

What changes each time
  • Buyer
  • Supplier
  • Supplier's address
  • Deliverables
  • Contract reference
  • Start date
  • and 11 more

Professional services agreement

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.

What changes each time
  • Provider's full legal name
  • Company number
  • Registered office address
  • Customer's full legal name
  • SOW reference
  • Description of the work
  • and 17 more

Reseller agreement

A reseller agreement appoints a business to sell a vendor's software or IT services to its own customers in an agreed territory.

What changes each time
  • Date of agreement
  • Vendor's company name, number and registered office
  • Reseller's company name, number and registered office
  • Territory of the appointment
  • Exclusive or non-exclusive
  • Products
  • and 8 more

Retainer agreement

A retainer agreement sets out an ongoing arrangement in which a provider delivers agreed services to a client each month for a monthly fee.

What changes each time
  • Provider's full legal name
  • Client's full legal name
  • Company number
  • Address
  • Start date
  • Services in the schedule
  • and 8 more

SaaS agreement

A SaaS agreement sets the terms on which a company supplies software over the internet to a business customer on subscription: what is provided, the fees, the customer's data, and how the subscription renews or ends.

What changes each time
  • Supplier's company name
  • Company number
  • Registered office address
  • Customer's company name
  • Plan name
  • Number of users
  • and 11 more

Secondment agreement

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.

What changes each time
  • Date of the agreement
  • Employer's full legal name
  • Host organisation's full legal name
  • Employee's full name
  • Employee's home address
  • Role at the host
  • and 15 more

Service level agreement

A service level agreement sets out the level of service a supplier has promised, how it will be measured, and what happens if it falls short.

What changes each time
  • Key performance indicators
  • KPI Performance Measure
  • KPI Threshold
  • Service credit
  • Measurement period
  • Approaching Target range
  • and 6 more

Software development agreement

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.

What changes each time
  • Client's company name, number and registered office
  • Developer's company name, number and registered office
  • Client's project lead
  • Developer's project lead
  • Method
  • Test environment
  • and 10 more

Software licence agreement

A software licence agreement gives a customer the right to use a piece of installed software on stated terms, without transferring ownership of it.

What changes each time
  • Date
  • Licensor's company name, number and registered office
  • Licensee's company name, number and registered office
  • Delivery method
  • Module and version
  • Licence limit
  • and 8 more

Statement of work

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.

What changes each time
  • Buyer
  • Supplier
  • Contract reference
  • Background
  • Scope
  • Out of scope
  • and 7 more

Status determination statement

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).

What changes each time
  • Client's full legal name
  • Client's address
  • Issued by, name and job title
  • Email address
  • Worker's full name
  • Intermediary's legal name and number
  • and 15 more

Subcontractor agreement

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.

What changes each time
  • Contractor's company name
  • Contractor's company number
  • Contractor's registered office
  • Subcontractor's full name or company name
  • Subcontractor's address
  • End client's company name
  • and 11 more

Support and maintenance agreement

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.

What changes each time
  • Supplier's company name, number and registered office
  • Client's company name, number and registered office
  • Name of the system
  • Start date
  • Hosting
  • Reporting channel
  • and 11 more

Terms of business

Terms of business are the standard terms a firm applies to the services it provides to business clients.

What changes each time
  • Business's full legal name
  • Company number
  • Address
  • Trading name
  • What an order is
  • Client role
  • and 6 more

Website design and build contract

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.

What changes each time
  • Designer's name or company name
  • Address
  • Company number
  • Client's name or company name
  • Date of proposal
  • Deliverable and description
  • and 10 more

Recruitment agencies

Key information documents, terms with clients and the letters around each placement.

More about recruitment

Agency worker contract

An agency worker contract sets out the terms on which a recruitment agency, acting as an employment business, finds temporary assignments for a worker.

What changes each time
  • Agency's legal name
  • Agency's trading name
  • Company number
  • Registered office address
  • Complaints contact
  • Worker's full name
  • and 21 more

Assignment confirmation

An assignment confirmation is the document a recruitment agency sends a temporary worker with the details of a specific assignment.

What changes each time
  • Employment business's full name
  • Address, phone and email
  • Date
  • Booking reference
  • Worker's full name
  • Worker's address or email
  • and 20 more

Capability meeting letter

A capability meeting letter invites an employee to a formal meeting about their performance, after informal attempts to deal with it have not worked.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the informal meeting
  • and 13 more

Employer reference letter

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.

What changes each time
  • Who asked
  • Date of the request
  • Type of reference
  • Full name
  • Dates of employment
  • Job titles
  • and 10 more

Grievance meeting invitation letter

A grievance meeting invitation letter invites an employee who has raised a formal grievance to a meeting to discuss it.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the grievance
  • and 9 more

Grievance outcome letter

A grievance outcome letter tells an employee the decision on their formal grievance, point by point, and explains how to appeal.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Date of the written grievance
  • and 13 more

Limited company contractor agreement

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.

What changes each time
  • Date of the agreement
  • Agency's full legal name
  • Agency's company number and registered office
  • Contractor company's full legal name
  • Contractor company's number and registered office
  • Individual's full name
  • and 20 more

Pay rise letter

A pay rise letter tells an employee in writing that their pay is going up, by how much and from when.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Reason for the rise
  • and 13 more

Placement confirmation letter

A placement confirmation letter tells a client that a candidate has accepted their offer of a permanent job, and confirms the details and the agency's fee under the agreed terms of business.

What changes each time
  • Agency's full name
  • Agency's address
  • Date
  • Client contact's name
  • Client contact's job title
  • Client's full legal name
  • and 15 more

Probation extension letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 13 more

Probation review outcome letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of manager
  • and 16 more

Recruitment terms of business

Recruitment terms of business are the agreement between a recruitment agency and a client that sets out how the agency introduces or supplies candidates and what the client pays.

What changes each time
  • Agency's legal name
  • Agency's trading name
  • Agency's company number
  • Registered office or business address
  • Trade body
  • Client's full legal name
  • and 21 more

Status determination statement

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).

What changes each time
  • Client's full legal name
  • Client's address
  • Issued by, name and job title
  • Email address
  • Worker's full name
  • Intermediary's legal name and number
  • and 15 more

Variation of contract letter

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.

What changes each time
  • Employer's full name
  • Employer's address
  • Employee's full name
  • Employee's address
  • Employee's first name
  • Name of the person met
  • and 13 more

Construction and trades

Risk assessments, quotations and the paperwork around every job.

More about construction and trades

Building contract

A building contract is the written agreement between a client and a builder for building work, setting out the work, the price, the dates, how and when the builder is paid and what happens if something goes wrong.

What changes each time
  • Contract date
  • Client's name and address
  • Contractor's name or company and address
  • Site address
  • Short description of the works
  • Documents forming part of the contract
  • and 27 more

Building quotation

A building quotation sets out the price for a piece of building work, item by item, with what is not included, how long the price stands, when the work starts and how it is paid for.

What changes each time
  • Contractor, address and contact details
  • Company and VAT numbers
  • Client and address
  • Site address
  • Quotation number
  • Items of work, quantities and prices
  • and 10 more

Cleaning services contract

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.

What changes each time
  • Date of the contract
  • Client's company name, number and registered office
  • Contractor's company name, number and registered office
  • Address of the premises
  • Start date
  • Initial period, if any
  • and 23 more

Construction phase plan

A construction phase plan is the simple written plan that the Construction (Design and Management) Regulations 2015 require before building work starts.

What changes each time
  • Contractor
  • Client and address
  • Principal designer
  • What the job is
  • Start and finish dates
  • Welfare facilities
  • and 3 more

Construction subcontract agreement

A construction subcontract is the agreement between a main contractor and a subcontractor who carries out part of the work on a project, covering the scope, the price, the programme, payment, retention and how disputes are settled.

What changes each time
  • Date of the subcontract
  • Main contractor's name, number and registered office
  • Subcontractor's name or company and address
  • Project name and site address
  • Main contract form, date and employer
  • Main contract extracts attached
  • and 29 more

Contract variation agreement

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.

What changes each time
  • Each party's full legal name
  • Company or individual
  • Registered office or address
  • Short name
  • Third party joining
  • Original contract
  • and 9 more

Late payment letter

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.

What changes each time
  • Your business name
  • Customer's business name
  • Customer contact's name
  • Letter date
  • Invoice number
  • Invoice date
  • and 13 more

Method statement

A method statement sets out how a contractor will carry out a piece of construction work safely, step by step, with the people, plant, controls and emergency arrangements for that job.

What changes each time
  • Project and site address
  • Client
  • Contractor
  • Document reference and revision
  • Start date and duration
  • Working hours
  • and 16 more

Pay less notice

A pay less notice tells the payee under a construction contract that the payer intends to pay less than the sum in a payment notice or application, under section 111 of the Housing Grants, Construction and Regeneration Act 1996.

What changes each time
  • Payee
  • Payer
  • Contract and project
  • Application or payment notice it relates to
  • Notified sum
  • Sum considered due
  • and 5 more

Payment application

A payment application is a contractor's or subcontractor's request for an interim payment for construction work done up to a valuation date, showing how the sum is calculated from the work, variations and materials, less retention and earlier payments.

What changes each time
  • Payer's company name and address
  • Payee's company name and address
  • Contract or subcontract reference and date
  • Project name and site address
  • Application number
  • Valuation date
  • and 17 more

Personal guarantee

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.

What changes each time
  • Date of the guarantee
  • Guarantor's full name and home address
  • Creditor's full legal name, company number and address
  • Customer's full legal name, company number or address
  • Guarantor's relationship to the customer
  • Credit being given
  • and 12 more

Practical completion certificate

A practical completion certificate confirms that building work has been finished apart from minor items, and starts the defects period.

What changes each time
  • Contract name or reference, and date
  • Client (employer)
  • Contractor
  • Site address
  • Short description of the works
  • Contract administrator's name, firm and position
  • and 11 more

Risk assessment

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.

What changes each time
  • Company name
  • Carried out by
  • Date carried out
  • Date of next review
  • Hazard
  • Who might be harmed and how
  • and 4 more

Snagging list

A snagging list records the defects and unfinished items found when a client and contractor walk round building work near completion, with who will put each one right and by when.

What changes each time
  • Project and site address
  • Contract reference
  • Client and contractor
  • Inspection date
  • Who was present
  • Location
  • and 9 more

Variation order

A variation order is a written record of a change to building work already agreed: what is being added, omitted or changed, what it does to the price and whether the completion date moves.

What changes each time
  • Variation order number
  • Date
  • Contract reference and date
  • Project name and site address
  • Client
  • Contractor
  • and 14 more

Without prejudice offer letter

A without prejudice offer letter makes an offer to settle a dispute that cannot be shown to the court as an admission.

What changes each time
  • Sender and recipient
  • Heading
  • What the dispute is about
  • Correspondence it refers to
  • Your position, in a sentence or two
  • Who pays and how much
  • and 3 more

Workmanship guarantee

A workmanship guarantee is a builder's or tradesperson's written promise to put right defects in a finished job for a stated period.

What changes each time
  • Guarantee number
  • Guarantor's name or company name, company number and address
  • Customer's full name
  • Property address
  • Description of the work
  • Completion date
  • and 12 more

Any business

The documents every business sends, whatever it does.

More about any business

Assignment agreement

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.

What changes each time
  • Date of the agreement
  • Assignor's full legal name, company number and registered office
  • Assignee's full legal name, company number and registered office
  • Effective date
  • Price
  • VAT, if applicable
  • and 11 more

Beauty consultation and consent form

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.

What changes each time
  • Business name
  • Business address
  • Business phone
  • Business email
  • Practitioner's name
  • Practitioner's qualifications
  • and 28 more

Board meeting minutes

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.

What changes each time
  • Company and number
  • Place, date and start time
  • Directors present
  • Others in attendance
  • Apologies
  • Quorum
  • and 7 more

Care home residence contract

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.

What changes each time
  • Home name
  • Home address
  • Provider's company name
  • Company number
  • CQC provider ID
  • CQC location ID
  • and 24 more

Childcare 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.

What changes each time
  • Setting name
  • Setting address
  • Setting email
  • Ofsted URN
  • Registers held
  • Parents' or carers' names
  • and 27 more

Cleaning services contract

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.

What changes each time
  • Date of the contract
  • Client's company name, number and registered office
  • Contractor's company name, number and registered office
  • Address of the premises
  • Start date
  • Initial period, if any
  • and 23 more

Commercial agency agreement

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.

What changes each time
  • Principal's full legal name
  • Company number
  • Agent's full legal name
  • Address
  • Exclusive or non-exclusive
  • Negotiate, or negotiate and conclude sales
  • and 13 more

Commercial participator agreement

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.

What changes each time
  • Charity name and address
  • Registered charity number
  • Company number, if a company
  • Signatory name and position
  • Business company name and address
  • Company number
  • and 22 more

Consent to treatment form

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.

What changes each time
  • Practitioner's name and qualifications
  • Business name
  • Business address
  • Business phone
  • Business email
  • Registration or professional body
  • and 23 more

Contract variation agreement

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.

What changes each time
  • Each party's full legal name
  • Company or individual
  • Registered office or address
  • Short name
  • Third party joining
  • Original contract
  • and 9 more

Counselling agreement

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.

What changes each time
  • Counsellor's name and qualifications
  • Practice name
  • Practice address
  • Practice phone
  • Practice email
  • Professional body and membership number
  • and 21 more

Credit account application

A credit account application is the form a business asks a new trade customer to complete before agreeing to supply on credit.

What changes each time
  • Supplier's company name
  • Customer's full legal name
  • Trading name
  • Type of business
  • Company number
  • VAT number
  • and 12 more

Data sharing agreement

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.

What changes each time
  • Date of the agreement
  • Party A's full legal name, company number, registered office and ICO registration number
  • Party B's full legal name, company number, registered office and ICO registration number
  • Further parties, if any
  • Purpose of the sharing
  • Expected benefit
  • and 21 more

Director's loan agreement

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.

What changes each time
  • Company, number and registered office
  • Director and home address
  • Who signs for the company
  • Amount and purpose
  • How and when it is paid
  • Approval
  • and 6 more

Distribution agreement

A distribution agreement appoints a business to buy a supplier's goods and resell them in an agreed territory.

What changes each time
  • Date of this agreement
  • Supplier's company name, number and registered office
  • Distributor's company name, number and registered office
  • Territory of appointment
  • Exclusive or non-exclusive
  • Reserved accounts
  • and 10 more

Donation thank-you letter

A donation thank-you letter is the letter a charity sends to acknowledge a gift.

What changes each time
  • Charity's name
  • Charity's address
  • Charity number
  • Link to privacy notice
  • Donor's full name
  • Donor's address
  • and 9 more

Freelance contract

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.

What changes each time
  • Client's company name
  • Freelancer's full name
  • Freelancer's company number
  • Freelancer's address
  • Individual carrying out the work, if the freelancer is a company
  • Service or deliverable
  • and 19 more

Gift Aid declaration

A Gift Aid declaration is the form a donor signs so a charity can reclaim tax on their gifts.

What changes each time
  • Name of the charity
  • Donor's title
  • Donor's first name or initials
  • Donor's surname
  • Donor's home address
  • Donor's postcode
  • and 2 more

Home care agreement

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.

What changes each time
  • Agency name
  • Agency address
  • Agency phone
  • Agency email
  • CQC provider ID
  • CQC location ID
  • and 29 more

Introducer (referral) agreement

An introducer agreement sets out the terms on which a person or business passes prospective clients to another business in return for a commission.

What changes each time
  • Business's full legal name
  • Introducer's full legal name
  • Company number
  • Address
  • Description of the business's services
  • Email address for introductions
  • and 8 more

Late payment letter

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.

What changes each time
  • Your business name
  • Customer's business name
  • Customer contact's name
  • Letter date
  • Invoice number
  • Invoice date
  • and 13 more

Letter of engagement

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.

What changes each time
  • Consultant and contact details
  • Client company and contact
  • Engagement title
  • Client's objective
  • Services, one paragraph each
  • Not included
  • and 11 more

Loan agreement

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.

What changes each time
  • Lender
  • Borrower company and registered number
  • Registered office
  • Who signs for each party
  • Amount
  • Purpose
  • and 14 more

Mutual non-disclosure agreement

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.

What changes each time
  • Full legal name of Party 1
  • Full legal name of Party 2
  • Company number
  • Registered office address
  • Purpose of sharing information
  • Effective date
  • and 7 more

Partnership agreement

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.

What changes each time
  • Business and firm name
  • Start date
  • Main place of business
  • Partners, addresses, capital and shares
  • Capital deadline
  • Interest on capital
  • and 11 more

Personal guarantee

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.

What changes each time
  • Date of the guarantee
  • Guarantor's full name and home address
  • Creditor's full legal name, company number and address
  • Customer's full legal name, company number or address
  • Guarantor's relationship to the customer
  • Credit being given
  • and 12 more

Personal training agreement

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.

What changes each time
  • Trainer's or business name
  • Trainer's address
  • Trainer's phone
  • Trainer's email
  • Qualifications
  • Insurer's name
  • and 25 more

Photo and video consent form

A photo and video consent form asks a parent, guardian or young person which uses of images of a child they agree to.

What changes each time
  • Organisation name
  • Organisation address
  • Contact for questions or withdrawal
  • Privacy notice link
  • Child's name
  • Class, group or team
  • and 15 more

Private tutoring agreement

A private tutoring agreement is the contract between a tutor, or a tutoring business, and a pupil's parent or guardian.

What changes each time
  • Tutor's name or business
  • Tutor's address
  • Tutor's email
  • Parent or guardian
  • Parent's address
  • Pupil's name and year group
  • and 27 more

Quotation

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.

What changes each time
  • Supplier and contact details
  • Company and VAT numbers
  • Customer, company and address
  • Quotation number and customer reference
  • Items, quantities and prices
  • Subtotal, VAT and total
  • and 8 more

Retainer agreement

A retainer agreement sets out an ongoing arrangement in which a provider delivers agreed services to a client each month for a monthly fee.

What changes each time
  • Provider's full legal name
  • Client's full legal name
  • Company number
  • Address
  • Start date
  • Services in the schedule
  • and 8 more

Risk assessment

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.

What changes each time
  • Company name
  • Carried out by
  • Date carried out
  • Date of next review
  • Hazard
  • Who might be harmed and how
  • and 4 more

School trip consent form

A school trip consent form is a one-off permission slip a parent or carer signs so a child can join off-site activities.

What changes each time
  • Child's full name
  • Medical conditions and medication

Shareholders' agreement

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.

What changes each time
  • Company
  • Each shareholder and their short name
  • Issued shares
  • One row per shareholder in Schedule 1
  • Maximum directors
  • Shareholding to appoint a director
  • and 13 more

Supply of goods agreement

A supply agreement sets the terms on which a supplier regularly provides goods to a business buyer.

What changes each time
  • Date
  • Supplier's company name, number and registered office
  • Buyer's company name, number and registered office
  • Start date
  • Initial period
  • Notice period
  • and 8 more

Terms and conditions of sale

Terms and conditions of sale are the standard terms on which a seller supplies goods to business customers.

What changes each time
  • Seller's company name
  • Company number
  • Address
  • Email address
  • Delivery charges
  • Delivery area
  • and 9 more

Terms of business

Terms of business are the standard terms a firm applies to the services it provides to business clients.

What changes each time
  • Business's full legal name
  • Company number
  • Address
  • Trading name
  • What an order is
  • Client role
  • and 6 more

Training course booking terms

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.

What changes each time
  • Business name
  • Company number and registered office
  • Postal address, email and phone
  • Website for booking
  • Booking method
  • Whether prices include VAT
  • and 24 more

Training repayment agreement

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.

What changes each time
  • Date
  • Employer's company name
  • Employer's address
  • Employee's full name
  • Employee's job title
  • Course or qualification
  • and 13 more

Volunteer agreement

A volunteer agreement explains what an organisation and a volunteer expect of each other, without making a contract of employment.

What changes each time
  • Organisation name
  • Organisation address
  • Charity number
  • Volunteer coordinator
  • Name or role to raise concerns with
  • Link to privacy notice
  • and 13 more

Without prejudice offer letter

A without prejudice offer letter makes an offer to settle a dispute that cannot be shown to the court as an admission.

What changes each time
  • Sender and recipient
  • Heading
  • What the dispute is about
  • Correspondence it refers to
  • Your position, in a sentence or two
  • Who pays and how much
  • and 3 more

Written resolution

A written resolution lets the members of a private limited company pass a decision on paper, without holding a meeting.

What changes each time
  • Company number
  • Company type: limited by shares or guarantee
  • Company's full legal name
  • Circulation date
  • Type of each resolution: ordinary or special
  • Text of each resolution
  • and 7 more

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