Client Agreement Builder — Agreement Builder, Scope of Work Builder & Change Request Generator
Most client relationship problems aren't relationship problems. They're documentation problems.The client who keeps changing the brief wasn't trying to cause problems — there was no document that defined what "the brief" actually meant. The invoice that didn't get paid wasn't a cash flow issue — there was no contract with a late payment clause. The project that ran three months over timeline wasn't mismanaged — the scope was never formally agreed, so neither party knew when it had expanded.The Client Agreement Builder gives you three things: a client agreement that covers what actually needs covering, a Scope of Work that turns a vague brief into a document both parties can be held to, and a Change Request that handles scope creep professionally without damaging the relationship.WHAT'S INSIDE① Agreement BuilderGenerate a complete, situation-specific client agreement in under 60 seconds — written for the actual type of engagement, not a generic services template.8 relationship types:✦ Freelance Project — one-off project work with defined deliverables and timeline✦ Monthly Retainer — ongoing engagement with monthly scope and rollover provisions✦ Agency Services — agency-to-client with IP ownership, approval process, and third-party costs✦ Consulting — advisory and strategy work with deliverables defined as outputs not hours✦ Software Development — build and delivery with acceptance criteria and handover provisions✦ Creative / Design — creative services with revision structure and usage rights✦ Content / Copy — writing and content with exclusivity, usage, and attribution provisions✦ Coaching / Training — 1:1 or group with cancellation, rescheduling, and materials provisionsConfigure:✦ Your name / company and role (Service Provider, Agency, Consultant, Contractor, Studio)✦ Client name and entity type✦ Project name✦ Jurisdiction — UK (England & Wales), US (General), US California, EU, Australia, Canada, Singapore✦ Contract value / fee✦ Payment structure — 50/50, 33/33/33, monthly retainer in advance or arrears, milestone-based, 30-day, 14-day, on completion✦ Project start and end dates✦ Scope of work / deliverables — bullet points fine✦ Number of revision rounds included (1, 2, 3, unlimited, or not applicable)✦ Special terms — IP provisions, rush rates, asset delivery requirements, client dependenciesGenerated agreement includes every clause that actually matters for client relationships:✦ Services & Deliverables — what is being delivered and what is not, with reference to the scope✦ Fees & Payment — the fee, the payment schedule, and a late payment clause with interest (protects you when clients pay late)✦ Revisions & Scope — how many revision rounds are included and what happens when the client asks for more✦ Out-of-Scope Work — explicit clause covering additional work requests, how they are documented and priced, and that work only begins on written agreement✦ IP & Ownership — all intellectual property transfers to the client on receipt of full payment. Before full payment, the service provider retains all rights. (This is the clause that protects you when clients use your work before paying.)✦ Confidentiality — mutual confidentiality obligations covering both parties✦ Termination — notice period, what happens to work in progress on termination, and who pays for it✦ Limitation of Liability — liability capped at the total fees paid under the agreement. Without this, a service provider could be liable for consequential losses far exceeding the project value.✦ Independent Contractor — clarifies employment status where relevant✦ Governing Law — jurisdiction and dispute resolution✦ Entire Agreement — supersedes all prior conversations, emails, and proposals✦ Dual signature blocks with name, title, and date lines✦ Legal notice recommending review on significant engagements✦ Copy with one click or export to PDFThe agreement is written for the engagement type. A Monthly Retainer agreement includes rollover provisions and scope reset terms. A Software Development agreement includes acceptance criteria and handover provisions. A Creative/Design agreement structures revision rounds and usage rights. Generic templates don't do this.② Scope of Work BuilderTurn any brief — bullet points, email thread, rough notes — into a formal Scope of Work document that defines exactly what's in scope, what's not, and what each party is responsible for.Configure:✦ Project name, client, and service provider✦ Start date and total duration✦ Contract value✦ Paste the brief, bullet points, or email thread — the more context, the better the SOWGenerated SOW includes:✦ Project overview — 2–3 sentence summary of what the project involves and what it will deliver✦ Named deliverables — each with:— Specific description of what the deliverable includes— Deadline (relative, e.g. "Week 3" or "Phase 1 completion")— Acceptance criteria — how the client confirms the deliverable is complete (the thing that prevents "it's not quite what I had in mind" three weeks after delivery)✦ Milestone timeline — numbered milestones with what is delivered at each one and the relative date✦ Out of Scope — explicit list of what is NOT included in this engagement (3–5 items). This is the section that prevents scope creep — if it's not in the SOW, it's a change request.✦ Client Responsibilities — what the client must provide or do for the project to proceed on time (assets, approvals, access, feedback turnarounds)✦ Assumptions — the conditions underpinning this scope. If an assumption proves wrong, the scope and timeline may need to be revisited.Most scope disputes happen because neither party knew what "in scope" meant. The SOW Builder creates a document both parties can point to.③ Change Request GeneratorWhen a client asks for something outside the agreed scope, the answer is never "yes we can do that" and never "no, that's not in scope." The answer is a Change Request — a formal document that acknowledges the request, assesses the impact, and gives the client a clear choice.Configure:✦ Project and agreement name✦ Client name and your name✦ What the client is asking for — describe the request in their words✦ Original scope — brief summary of what was agreed✦ Additional cost (if known, or "TBD following scoping")✦ Additional time (if known, or "TBD following scoping")✦ Tone — Professional and collaborative, Friendly but firm, Formal and preciseGenerated change request includes:Formal Change Request Document:✦ Change request reference number✦ One-sentence summary of the change✦ Original scope vs requested change — side by side✦ Rationale — why this is out of scope with reference to the original agreement✦ Impact assessment — cost impact, timeline impact, and any other project impacts✦ Next steps — numbered actions for both partiesClient-Ready Email:✦ Subject line✦ Complete email body — written in the selected tone, with no placeholder text✦ References the project, explains the situation clearly, states the impact, and ends with a specific call to action✦ Copy with one click — ready to paste into any email clientThe change request does three things at once: it documents the request formally (so it's on record), it gives the client visibility of the impact before they commit (so there are no surprises), and it frames the conversation professionally rather than adversarially.WHO THIS IS FOR→ Freelancers and consultants who have started work on a handshake or a proposal email and ended up in a dispute about what was included — and want a proper agreement structure for every future engagement→ Agency owners whose "client contract" is a scope document that doesn't cover IP, payment protection, or what happens when the client keeps changing the brief→ Creative professionals — designers, developers, copywriters, video producers — whose clients regularly ask for "just one more thing" and who have no formal way to handle it without damaging the relationship→ Coaches and consultants who book clients verbally and want a proper client agreement covering cancellation, rescheduling, and IP in their materials→ Anyone who has ever been stung by a client who didn't pay, used work before payment, or disputed the scope after delivery⭐⭐⭐⭐⭐ "The IP on full payment clause alone was worth 10x the price. A client used my designs before final payment and I had nothing in my old contract that addressed it. The agreement this generates has it front and centre — and my clients sign it before I start a single pixel."⭐⭐⭐⭐⭐ "The SOW builder changed how I run projects. I used to start from a brief email and wonder six weeks in what was actually in scope. Now I generate the SOW before kickoff, both parties sign it alongside the agreement, and every 'can you just add...' becomes a change request conversation I'm ready for."⭐⭐⭐⭐⭐ "The change request generator paid for itself on the first use. Client asked for a full social media asset suite on top of a brand identity project. Generated the change request in 2 minutes, sent the email, client approved £2,400 of additional work without any awkwardness. The tone options are perfect — I used 'Professional and collaborative' and it read exactly right."WHAT YOU GET→ Client Agreement Builder (HTML, works in any browser)→ Agreement builder — 8 engagement types, 7 jurisdictions, full clause text including IP and liability, dual signature blocks→ Scope of Work builder — named deliverables with acceptance criteria, milestone timeline, out of scope list, client responsibilities→ Change request generator — formal CR document plus client-ready email in chosen tone→ No install, no login, no subscription→ Lifetime access — yours foreverGUARANTEE: 7-day money-back. No questions.$127 — One time. No subscription.
Get it → malikreagan.gumroad.com