Contracts help you record the terms your client is agreeing to and keep that agreement connected with their details in Workspace.
Before you begin
Prepare the wording you need for the service you are offering. Your contract should reflect your own business, location and legal requirements. Workspace provides the tools to create and send the document, but it does not replace professional legal advice.
Create a contract
- Open Client Management, then choose Contracts.
- Create a new contract.
- Add a clear title so you can recognise it later.
- Select the relevant contact or client and, where appropriate, connect the contract with the project.
- Add or review the contract wording and any details that are specific to this job.
- Save the contract before sending it.
Use templates for repeatable terms
If you regularly offer the same type of work, begin with an appropriate contract template and then review the job-specific details. A template can save time, but it should not be sent without checking names, dates, services, fees and any cancellation or delivery terms.
Send the contract
Open the saved contract and use the send option. Check the recipient and message before sending. Your client receives a link where they can review and sign the contract.
Track the agreement
Return to the contract record to check its current status and retain the signed agreement with the client’s other Workspace information. If the scope changes after signing, create or send the appropriate revised agreement rather than quietly changing the terms your client accepted.
Good practice
- Use plain language and make the service, payment terms and responsibilities clear.
- Keep signed contracts with the correct client and project.
- Review your templates whenever your services or policies change.
- Ask a suitably qualified adviser to review legal wording that is important to your business.
