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What industry are you in?
We'll pre-fill sensible defaults for your sector — you can customise everything after
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Wholesale &
Distribution
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Freelancers &
Contractors
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What is your company name?
The legal name of your business providing the services
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What is your registered address?
Your company's official business address
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What services do you provide?
Describe the services covered by these terms
💡 Be clear about what's included and excluded from your services
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Do you provide a written proposal?
Will clients receive a detailed proposal before work begins?
📄 A written proposal documents scope, fees, deliverables, and timelines for each engagement
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How do you charge for services?
Choose your primary billing method
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What are your payment terms?
When do clients need to pay invoices?
ℹ️ 30 days is standard in UK business. Under Late Payment Act, you can charge 8% + Bank of England base rate on overdue invoices
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Charge interest on late payments?
Under UK law, you're entitled to charge interest on overdue invoices
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Statutory Rate
(8% + Base Rate)
📌 Late Payment of Commercial Debts (Interest) Act 1998 gives you legal right to charge interest on B2B late payments
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How do you handle expenses?
Can you claim back costs incurred delivering services?
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Reimbursable
(With Receipt)
💡 Common reimbursable expenses: travel, accommodation, materials. Always keep receipts
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What must the client provide?
Information, access, or resources the client needs to supply
⚠️ Clear client obligations help prevent delays and scope creep
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Who owns the intellectual property?
Ownership of work product created during the engagement
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Client Owns
(On Full Payment)
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Provider Owns
(Client License)
📝 Important: Specify what happens to IP if payment isn't made in full
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What about pre-existing materials?
Templates, frameworks, tools you bring to the engagement
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Provider Retains
(Client Can Use)
💼 Protect your methodologies, frameworks, and tools you've developed over time
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What level of confidentiality?
Protection for sensitive business information
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Standard
Confidentiality
ℹ️ Mutual confidentiality protects both your business information and the client's
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How long does confidentiality last?
Duration of confidentiality obligations after engagement ends
📌 Trade secrets may warrant indefinite confidentiality. Standard practice is 3-5 years
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Set a liability cap?
Maximum amount you can be liable for under the contract
⚠️ Liability caps protect you but cannot exclude liability for fraud, death/injury, or certain statutory obligations
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Do you have professional indemnity insurance?
Coverage for claims arising from professional advice/services
💼 Professional indemnity insurance is essential for consultants and advisors
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How much notice for termination?
Notice period required to end the engagement
📌 30 days is standard for ongoing engagements. Shorter for fixed projects
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When can you terminate immediately?
Circumstances allowing termination without notice
⚖️ Courts expect serious breaches for immediate termination rights
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What do you guarantee?
Warranties about your services
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Standard
(Reasonable Care)
📌 Standard: reasonable care and skill (implied by Supply of Goods and Services Act 1982)
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Will you process personal data?
Handling of personal information under UK GDPR
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Yes, As Processor
(Client is Controller)
⚖️ If processing personal data for clients, you need a Data Processing Agreement (DPA) under UK GDPR
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Can you use subcontractors?
Right to delegate work to third parties
💼 If allowed, you remain responsible for subcontractor performance
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Include force majeure clause?
Protection from liability for events beyond your control
🌊 Force majeure covers wars, natural disasters, pandemics, government actions - events making performance impossible
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How to resolve disputes?
Process for handling disagreements
💡 Mediation is faster and cheaper than courts. Arbitration decisions are binding
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Which law governs the contract?
Legal jurisdiction for the terms
📌 Usually choose the law where your business is based
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How can these terms be changed?
Process for modifying the contract
📌 Requiring written variations prevents "he said, she said" disputes
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Where should notices be sent?
Contact details for official communications