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Template guide

Independent contractor agreement

Engages someone who is not an employee. Usually needs a deposit before work starts, and usually gets it late.

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  • Recipients

    2

    In routing order, below

  • Fields

    6

    4 of them required

  • Payment at signature

    Usually

    Collected in the signing session

Routing

Who signs it

In the order they should receive it.

  1. Client

    Signs and sets the scope.

  2. Contractor

    Signs and takes the deposit in the same session.

Fields

The fields it needs

Assign every field to the recipient who has to fill it in. A field with no owner is the most common reason a document comes back unfinished.

FieldWho fills itRequired
SignatureBothYes
Full nameBothYes
CompanyContractorOptional
RateClientYes
Scope of workClientYes
DepositA payment field if you take money up front.ClientOptional

Payment

Take the money at the signature

If you take a deposit before starting, collect it during signing. It removes the invoice, the reminder and the week between them.

How payments work

Before you send

What to get right

  • Attach the scope as its own page and require an initial on it, so nobody argues later about which version was agreed.
  • Use an attachment field if you need a certificate of insurance back at the same time.

Templates

Related documents

Import standard forms from your workspace’s shared catalogue

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