Send Contracts. Get Them Signed. Stay Protected.

What should a freelance or consulting contract include?

At minimum: who the parties are, what the work covers, how you are paid, and how either side can end the arrangement. For hourly work, spell out the rate and the billing increment. For retainers, state the monthly amount, the start and end date, and what happens to unused or excess hours.

Scope is the part most people underwrite. A line like "up to two rounds of revisions" or "includes one 30-minute call per week" gives you something to point to when the work grows. This is general guidance, not legal advice, and for anything high-stakes it is worth having a lawyer review your template once.

• Parties, scope, and deliverables
• Rate, billing increment, or retainer amount
• Payment terms and schedule
• Termination and change-of-scope terms

How do I send a contract for e-signature without extra software?

Pick a template, fill in the client details with merge fields, review it, and send it. Your client opens the contract in their browser and signs there. There is nothing for them to download or print, and nothing for you to scan back in.

You can see where every contract stands, from sent to signed, without chasing anyone by email. When the signature comes in, you are notified, and the signed copy is stored in your account alongside that client's other records.

Why keep contracts in the same app as time tracking?

Because the contract is the baseline and the time log is the actual. If the contract says a monthly retainer covers about 15 hours and your sessions show 24, you have a clear, factual basis for a conversation about scope. Both numbers are in one place, so you are not digging through email for the agreement.

It also shortens the gap between yes and work. A lead marked as won in the pipeline becomes a client, gets a contract, and starts logging time. Each step builds on the one before, instead of living in a different tool with its own copy of the client's details.

How do I reuse a contract template across clients?

Write your best version once and save it. Merge fields fill in names, rates, and dates for each new client, so you are only editing the parts that change. A coach might keep one template for monthly programs and another for single sessions. An agency might keep one per service line.

Revisit the template after any engagement that went sideways. If a project ran long because revisions were unlimited, add a revision cap. If a client paid late, tighten the payment terms. Your contract should get a little better every time it teaches you something.