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🎯

What type of freelance work is this for?

Select your industry to pre-fill sensible defaults

🎨
Graphic Designer
💻
Web/Software Dev
✍️
Writer/Copywriter
📸
Photographer
💼
Consultant
📋
Virtual Assistant
📊
Accountant
🎓
Trainer/Coach
🌐
Translator
⚙️
Other
💡 This sets smart defaults for payment, IP, insurance, etc. All fields remain fully customisable.
🏢

What is the client/company name?

The business hiring the freelancer/contractor

📍

What is the client's address?

Full business address including postcode

👤

What is the freelancer/contractor's name?

Full name or business name

🏠

What is the freelancer's address?

Full address including postcode

💼

What is the service title or role?

Brief description of the services

📅

When is the contract dated?

The official date this agreement is made

🚀

When do services begin?

The contractor's first day of work

📋

What services will be provided?

Detailed description of deliverables and responsibilities

💡 Be specific about deliverables and outcomes. This defines the scope of work.
⏱️

How long is the contract?

Duration of the engagement

📅
Fixed Term
🔄
Ongoing
📦
Per Project
ℹ️ Fixed term for specific projects, ongoing for continuous work, or per project for one-off deliverables.
💷

How will payment be structured?

Choose the payment model

Hourly Rate
💰
Fixed Fee
📅
Daily Rate
💡 Choose the payment model that suits the work: hourly for time-based, fixed for project-based, daily for short contracts.
💳

What are the payment terms?

When invoices must be paid

Immediate
📅
7 Days
🗓️
14 Days
📆
30 Days
🗓️
60 Days
⚠️ UK law allows 8% interest + £40-100 debt recovery costs on late payments (Late Payment Act 1998).
📊

Expenses and VAT arrangements?

How expenses are handled and VAT status

💡 Freelancers typically cover own expenses unless pre-approved. If contractor is VAT registered (£90k+ turnover), they must charge VAT.
📍

Where will work be performed?

Primary work location

🏠
Fully Remote
🏢
Client Site
🔄
Hybrid
ℹ️ Remote work is standard for freelancers. If client site attendance required, specify frequency.
📋

What is the notice period?

Time required to terminate the contract

Immediate
📅
1 Week
🗓️
2 Weeks
📆
1 Month
📦
End of Project/
Milestone
💡 Freelance contracts typically have shorter notice periods than employment (1-4 weeks is common).
🔄

Right to substitute work?

Can the contractor send someone else to do the work?

Yes - May
Substitute
✔️
With Client
Approval
No - Personal
Service
⚠️ CRITICAL for IR35: True freelancers should have substitution rights. If you require this specific person with no substitution, it may indicate employment relationship for tax purposes.
💡

Who owns the intellectual property?

Ownership of work created

🏢
Client Owns All IP
💷
Client Upon Payment
📄
Contractor Retains,
Client License
🤝
Shared
Ownership
N/A - No
Deliverables
⚠️ Default UK law: contractor owns IP unless contract assigns it. "N/A" excludes the IP clause entirely for admin/support work with no deliverables.
🔒

Confidentiality requirements?

How long must information remain confidential?

♾️
Indefinite
5️⃣
5 Years
3️⃣
3 Years
2️⃣
2 Years
💡 "Indefinite" typical for trade secrets. If contractor processes personal data (customer info, employee data), they're a data processor under UK GDPR.
🛡️

Insurance and liability requirements?

Professional indemnity insurance and liability caps

💡 PI insurance covers claims from errors/negligence. £1-2m coverage is standard. Cannot limit liability for death/injury, fraud, or IP infringement.
📋

IR35 and tax status?

Employment status for tax purposes

IR35 Notice: Medium/large private sector clients must determine IR35 status. If inside IR35, client deducts tax/NI. Key factors: substitution rights, control, mutuality of obligation, equipment provision, financial risk.

April 2025 Update: Small company thresholds increased (turnover ≤ £15m, balance sheet ≤ £7.5m) — more companies now qualify as small, shifting IR35 determination back to the contractor. From April 2026, Joint and Several Liability rules apply to umbrella company supply chains.
🔒

Restrictive covenants?

Optional post-contract restrictions to protect the client's business interests

Important: Restrictive covenants must be reasonable in scope and duration to be enforceable under UK law. Overly broad restrictions may be deemed unenforceable by the courts.
📝

Any additional terms?

Optional extra clauses or requirements

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