Guidance
I publish guidance pages on the legal documents a business needs in specific situations. This page is the index to all of them. Each page covers one situation, explains what matters in it, and links to the fixed-fee service that covers it.
Jump to: Terms and conditions, Contract review, Review of an AI-drafted contract, SaaS and technology contracts, Consultancy and contractor agreements, Shareholders agreements, Employment contracts and handbooks, Settlement agreements for employers, Data protection and privacy
Terms and conditions
Terms and conditions drafting, £995.
Within this section: Trades and home services, Personal services, Events, hospitality, leisure and hire, Business services, Online and retail, Supplier-facing terms
Trades and home services
- Terms and conditions for a landscaping business
- Terms and conditions for a painter and decorator
- Terms and conditions for an electrician
- Terms and conditions for a plumbing and heating business
- Terms and conditions for a builder doing domestic work
- Terms and conditions for a roofing business
- Terms and conditions for a kitchen and bathroom fitter
- Terms and conditions for a gardening and grounds maintenance business
- Terms and conditions for a tree surgeon
- Terms and conditions for a domestic cleaning business
- Terms and conditions for a commercial cleaning contractor
- Terms and conditions for a removals company
- Terms and conditions for a pest control business
- Terms and conditions for a handyman service
- Terms and conditions for a locksmith
- Terms and conditions for a carpet and flooring fitter
- Terms and conditions for a window and door installer
- Terms and conditions for a driveway and paving contractor
- Terms and conditions for a builder doing commercial work
- Terms and conditions for a gas engineer
- Terms and conditions for a heat pump installer
- Terms and conditions for a solar panel and battery installer
- Terms and conditions for an EV charger installer
- Terms and conditions for an air conditioning installer
- Terms and conditions for an insulation installer
- Terms and conditions for a rendering and external wall contractor
- Terms and conditions for a damp proofing contractor
- Terms and conditions for a loft conversion and extension builder
- Terms and conditions for a groundworks contractor
- Terms and conditions for a drainage contractor
- Terms and conditions for a bricklayer
- Terms and conditions for a plasterer
- Terms and conditions for a tiler
- Terms and conditions for a carpenter and joiner
- Terms and conditions for a cabinet maker and fitted furniture business
- Terms and conditions for a glazier
- Terms and conditions for a scaffolding company
- Terms and conditions for a fencing contractor
- Terms and conditions for a gate and railing fabricator
- Terms and conditions for a welding and fabrication business
- Terms and conditions for a stonemason
- Terms and conditions for a garden building and shed installer
- Terms and conditions for an artificial grass installer
- Terms and conditions for a pond and water feature installer
- Terms and conditions for a swimming pool and hot tub installer
- Terms and conditions for a security and alarm installer
- Terms and conditions for a CCTV installer
- Terms and conditions for an aerial and satellite installer
- Terms and conditions for a home automation and AV installer
- Terms and conditions for a blinds, curtains and shutters fitter
- Terms and conditions for a garage door installer
- Terms and conditions for an appliance repair business
- Terms and conditions for a boiler servicing business
- Terms and conditions for an oven cleaning business
- Terms and conditions for a gutter cleaning business
- Terms and conditions for a window cleaning business
- Terms and conditions for a pressure washing business
- Terms and conditions for a chimney sweep
- Terms and conditions for a skip hire business
- Terms and conditions for a house clearance business
- Terms and conditions for a man and van service
- Terms and conditions for a courier and same-day delivery business
- Terms and conditions for an upholsterer
- Terms and conditions for a furniture restorer
- Terms and conditions for a signwriter
- Terms and conditions for a garage and MOT centre
- Terms and conditions for a mobile mechanic
- Terms and conditions for a car body repair shop
- Terms and conditions for a tyre and exhaust centre
- Terms and conditions for a mobile tyre fitter
- Terms and conditions for a windscreen repair business
- Terms and conditions for a car valeting and detailing business
- Terms and conditions for a motorcycle repair shop
- Terms and conditions for a caravan and motorhome repairer
- Terms and conditions for a marine engineer and boat repairer
- Terms and conditions for a bicycle and e-bike repair shop
Personal services
- Terms and conditions for a hairdressing salon
- Chair rental agreement for a hairdressing salon
- Terms and conditions for a beauty salon and nail bar
- Terms and conditions for a mobile hairdresser or beautician
- Terms and conditions for a barber shop
- Terms and conditions for a personal trainer
- Terms and conditions for a yoga or pilates studio
- Terms and conditions for a dog groomer
- Room rental agreement for a beauty salon or clinic
- Terms and conditions for a nail technician
- Terms and conditions for a lash and brow technician
- Terms and conditions for a hair extensions specialist
- Terms and conditions for a spray tan business
- Terms and conditions for a permanent make-up artist
- Terms and conditions for an aesthetics clinic
- Terms and conditions for a laser hair removal clinic
- Terms and conditions for a tattoo studio
- Terms and conditions for a piercing studio
- Terms and conditions for a massage or complementary therapist
- Terms and conditions for a sports massage therapist
- Terms and conditions for a reflexologist or holistic therapist
- Terms and conditions for a hypnotherapist
- Terms and conditions for a counsellor or coach in private practice
- Terms and conditions for a life coach
- Terms and conditions for a career coach
- Terms and conditions for a nutritionist
- Terms and conditions for a personal stylist or image consultant
- Terms and conditions for a gym membership
- Terms and conditions for a boxing or martial arts club
- Terms and conditions for a CrossFit or functional fitness gym
- Terms and conditions for a dance school
- Terms and conditions for a swim school
- Terms and conditions for a football or sports coaching academy
- Terms and conditions for a tennis or golf coach
- Terms and conditions for a children's activity club
- Terms and conditions for an after-school or holiday club
- Terms and conditions for a childminder
- Terms and conditions for a day nursery
- Terms and conditions for a private tutor
- Terms and conditions for a tutoring agency
- Terms and conditions for a music teacher
- Terms and conditions for a language school
- Terms and conditions for a driving school
- Terms and conditions for a wedding photographer
- Terms and conditions for a family and portrait photographer
- Terms and conditions for a videographer
- Terms and conditions for a drone photography business
- Terms and conditions for a seamstress and alterations business
- Terms and conditions for a bespoke tailor
- Terms and conditions for a dry cleaner and laundry
- Terms and conditions for a shoe repair and key cutting shop
- Terms and conditions for a jewellery repair and watch repair business
- Terms and conditions for a phone and computer repair shop
- Terms and conditions for a dog walker and pet sitter
- Terms and conditions for a dog trainer
- Terms and conditions for a dog daycare business
- Terms and conditions for a boarding kennel or cattery
- Terms and conditions for a horse livery yard
- Terms and conditions for a riding school
- Terms and conditions for a farrier
- Terms and conditions for a horse transport business
- Terms and conditions for an aquarium maintenance business
Events, hospitality, leisure and hire
- Terms and conditions for an event caterer
- Terms and conditions for a wedding and events venue
- Terms and conditions for a wedding planner
- Terms and conditions for an event production company
- Terms and conditions for a conference and exhibition organiser
- Terms and conditions for a festival organiser
- Terms and conditions for a DJ or wedding band
- Terms and conditions for an entertainment booking agency
- Terms and conditions for a children's entertainer
- Terms and conditions for a celebrant
- Terms and conditions for a florist
- Terms and conditions for a cake maker
- Terms and conditions for a chocolatier or confectioner
- Terms and conditions for a photo booth hire business
- Terms and conditions for a mobile bar
- Terms and conditions for a food truck and street food business
- Terms and conditions for a bouncy castle and party hire business
- Terms and conditions for a marquee hire business
- Terms and conditions for an AV, lighting and stage hire business
- Terms and conditions for a furniture and event equipment hire business
- Terms and conditions for a portable toilet and generator hire business
- Terms and conditions for a tool and plant hire business
- Terms and conditions for a bike hire business
- Terms and conditions for a kayak and paddleboard hire business
- Terms and conditions for a boat hire business
- Terms and conditions for a campervan hire business
- Terms and conditions for a car hire business
- Terms and conditions for a wedding car hire business
- Terms and conditions for a chauffeur and executive car business
- Terms and conditions for a minibus and coach operator
- Terms and conditions for a holiday let
- Terms and conditions for a bed and breakfast
- Terms and conditions for a small hotel or guesthouse
- Terms and conditions for serviced apartments
- Terms and conditions for a glamping or campsite business
- Terms and conditions for a caravan park
- Terms and conditions for a marina
- Terms and conditions for a restaurant taking private bookings
- Terms and conditions for a pub function room
- Terms and conditions for a restaurant online ordering and delivery service
- Terms and conditions for a takeaway
- Terms and conditions for a meal prep and meal kit business
- Terms and conditions for a cookery school
- Terms and conditions for a brewery, distillery or vineyard offering tours and events
- Terms and conditions for an art class or craft workshop business
- Terms and conditions for a pottery studio
- Terms and conditions for an escape room
- Terms and conditions for a soft play centre
- Terms and conditions for a trampoline park
- Terms and conditions for a climbing wall
- Terms and conditions for a go-karting track
- Terms and conditions for a paintball or airsoft site
- Terms and conditions for a golf driving range
- Terms and conditions for a fishing lake
- Terms and conditions for a sports club membership
- Terms and conditions for a spa day business
- Terms and conditions for a self storage business
- Terms and conditions for a garage and parking space rental business
Business services
- Terms and conditions for a marketing agency
- Terms and conditions for an SEO agency
- Terms and conditions for a social media agency
- Terms and conditions for an influencer marketing agency
- Terms and conditions for a content agency
- Terms and conditions for a PR agency
- Terms and conditions for a branding and design agency
- Terms and conditions for a web design and development agency
- Terms and conditions for an app development agency
- Terms and conditions for a video production company
- Terms and conditions for an animation studio
- Terms and conditions for a commercial photographer
- Terms and conditions for a freelance graphic designer
- Terms and conditions for a freelance copywriter
- Terms and conditions for a translator or transcription service
- Terms and conditions for a market research agency
- Terms and conditions for an IT support business
- Terms and conditions for a cybersecurity consultancy
- Terms and conditions for a penetration testing business
- Terms and conditions for a data analytics consultancy
- Terms and conditions for a CRM or ERP implementation consultancy
- Terms and conditions for a web hosting provider
- Terms and conditions for a telecoms and VoIP reseller
- Terms of business for a recruitment agency (permanent placements)
- Terms of business for a recruitment agency (temporary workers)
- Terms and conditions for a bookkeeping business
- Terms and conditions for a payroll bureau
- Terms and conditions for a credit control service
- Terms and conditions for a virtual assistant
- Terms and conditions for an HR consultant
- Terms and conditions for a health and safety consultant
- Terms and conditions for a fire risk assessor
- Terms and conditions for an energy assessor
- Terms and conditions for a property inventory clerk
- Terms of business for a letting agent
- Terms and conditions for a block management company
- Terms and conditions for a management consultant
- Terms and conditions for a business coach
- Terms and conditions for an executive coach
- Terms and conditions for a bid writer or grant writer
- Terms and conditions for a training provider
- Terms and conditions for a first aid training provider
- Terms and conditions for an e-learning provider
- Terms and conditions for a business networking group
- Terms and conditions for an interior designer
- Terms and conditions for a print and signage company
- Terms and conditions for a promotional merchandise supplier
- Terms and conditions for an exhibition stand builder
- Terms and conditions for a security guarding company
- Terms and conditions for a facilities management contractor
- Terms and conditions for a freight forwarder
- Terms and conditions for a haulage company
- Terms and conditions for a warehousing and fulfilment business
- Terms and conditions for a packaging supplier
- Terms and conditions for a serviced office or coworking space
- Terms and conditions for a fleet and vehicle hire business
- Terms and conditions for a talent and speaker agency
- Terms and conditions for a sponsorship agency
Online and retail
- Terms and conditions for an online shop selling to consumers
- Terms and conditions for a business selling made-to-order or personalised goods
- Terms and conditions for a subscription box business
- Terms and conditions for a clothing brand selling online
- Terms and conditions for a vintage and second-hand clothing seller
- Terms and conditions for a jewellery maker
- Terms and conditions for a handmade cosmetics business
- Terms and conditions for a candle and home fragrance business
- Terms and conditions for a food producer selling online
- Terms and conditions for a farm shop selling online
- Terms and conditions for a meat, fish or veg box business
- Terms and conditions for a coffee subscription business
- Terms and conditions for a wine club
- Terms and conditions for a craft beer business selling online
- Terms and conditions for a bakery taking online orders
- Terms and conditions for a hamper and gift business
- Terms and conditions for a florist selling online
- Terms and conditions for a plant nursery selling online
- Terms and conditions for a pet products business
- Terms and conditions for a bespoke furniture maker
- Terms and conditions for a kitchen retailer selling online
- Terms and conditions for a tile and flooring retailer selling online
- Terms and conditions for a lighting and electrical retailer selling online
- Terms and conditions for a refurbished electronics seller
- Terms and conditions for a phone accessories business
- Terms and conditions for a toy retailer selling online
- Terms and conditions for a bookshop selling online
- Terms and conditions for an art prints business
- Terms and conditions for a portrait and commission artist
- Terms and conditions for a print-on-demand seller
- Terms and conditions for a dropshipping business
- Terms and conditions for an Etsy seller
- Terms and conditions for an eBay business seller
- Terms and conditions for a TikTok Shop or Instagram seller
- Terms and conditions for pre-orders and crowdfunded products
- Terms and conditions for a wholesaler selling to trade customers
- Terms and conditions for selling digital downloads
- Terms and conditions for selling ebooks and templates
- Terms and conditions for a stock photography or design asset business
- Terms and conditions for an online course
- Terms and conditions for a membership site
- Terms and conditions for a coaching programme sold online
- Terms and conditions for a paid newsletter
- Terms and conditions for an online community or forum
- Terms and conditions for an online marketplace connecting buyers and sellers
- Terms and conditions for a classified ads website
- Website terms of use for a business website
Supplier-facing terms
- Purchase terms for a manufacturer buying components
- Purchase terms for a restaurant buying from suppliers
- Purchase terms for a retailer buying stock
- Purchase terms for a construction company using subcontractors
- Purchase terms for a marketing agency using freelancers
- Purchase terms for a company buying software and IT services
- Purchase terms for an events company hiring venues and suppliers
- Purchase terms for a charity buying goods and services
- Purchase terms for a property management company using contractors
- Purchase terms for a logistics business using subcontracted hauliers
- Purchase terms for a care provider buying agency staff
- Purchase terms for a school or academy trust buying services
- Purchase terms for an e-commerce business buying from overseas suppliers
- Subcontractor terms for a cleaning company
- Subcontractor terms for an IT services company
Contract review
Contract review, £495.
Within this section: Reviewing a contract the other side sent you, Clause by clause, NDAs
Reviewing a contract the other side sent you
- Reviewing a master services agreement from an enterprise customer
- Reviewing a supplier agreement from a large customer
- Reviewing a supplier code of conduct you are asked to sign
- Reviewing a framework agreement and call-off terms
- Reviewing a public sector contract before you bid
- Reviewing a contract for selling into the NHS
- Reviewing a school or academy trust supplier contract
- Reviewing a council contract for a local supplier
- Reviewing a teaming agreement for a joint bid
- Reviewing a subcontract under a government contract
- Reviewing a reseller agreement from a US software vendor
- Reviewing a distribution agreement from a manufacturer
- Reviewing an agency agreement before you sign
- Reviewing a franchise agreement before you sign
- Reviewing a manufacturing agreement with an overseas factory
- Reviewing a private label or co-packing agreement
- Reviewing a tooling agreement with a supplier
- Reviewing a supplier quality agreement
- Reviewing a supply agreement with a supermarket or big retailer
- Reviewing a consignment agreement with a retailer
- Reviewing a construction subcontract from a main contractor
- Reviewing a statement of work from a client
- Reviewing an umbrella company or agency contract as a contractor
- Reviewing a software licence from a vendor
- Reviewing a SaaS vendor's terms before your business signs up
- Reviewing a cloud hosting agreement
- Reviewing an IT outsourcing agreement
- Reviewing a payroll or HR outsourcing agreement
- Reviewing a website development agreement from an agency
- Reviewing a marketing agency contract before you sign
- Reviewing a media buying or advertising agreement
- Reviewing recruitment agency terms of business before you hire
- Reviewing a sponsorship agreement
- Reviewing an event sponsorship contract
- Reviewing an exhibition space contract
- Reviewing an influencer agreement from a brand
- Reviewing a brand ambassador agreement
- Reviewing an affiliate agreement
- Reviewing a licence agreement for your product or brand
- Reviewing a trade mark licence
- Reviewing a character or brand licence for merchandise
- Reviewing a white label agreement
- Reviewing a referral or introducer agreement
- Reviewing a joint venture agreement
- Reviewing a collaboration agreement with another business
- Reviewing a research collaboration agreement with a university
- Reviewing an intellectual property licence from a university
- Reviewing heads of terms before a deal
- Reviewing a memorandum of understanding
- Reviewing a letter of intent
- Reviewing a publishing agreement
- Reviewing a self-publishing platform's terms
- Reviewing a music licence or sync agreement
- Reviewing an artist or management agreement
- Reviewing a film location agreement
- Reviewing an equipment lease or hire purchase agreement
- Reviewing an asset finance agreement
- Reviewing a vehicle fleet lease
- Reviewing a photocopier or office equipment lease
- Reviewing a coffee machine or water cooler rental agreement
- Reviewing an EPOS or till system contract
- Reviewing a business energy contract
- Reviewing a merchant services or card terminal agreement
- Reviewing a buy now pay later merchant agreement
- Reviewing a business telecoms contract
- Reviewing a business broadband and IT contract
- Reviewing a venue hire contract for an event
- Reviewing a hotel group booking or conference contract
- Reviewing a catering contract from a supplier
- Reviewing a trade credit account application with a personal guarantee
- Reviewing a personal guarantee before you sign it
- Reviewing a wholesaler's terms of business before opening an account
- Reviewing a grant funding agreement
- Reviewing a marketplace seller agreement
- Reviewing an app store developer agreement
- Reviewing a loyalty scheme provider's terms
- Reviewing a data licence agreement
- Reviewing an API terms of use agreement
- Reviewing a security schedule in a customer's contract
- Reviewing a customer's supplier questionnaire and contract together
- Reviewing a contract before you buy a business's customer list
- Reviewing a purchase order with terms on the back
- Reviewing a deposit and cancellation policy you have been sent
- Reviewing a settlement or compromise offer from a supplier
- Reviewing a contract with a counterparty in the EU
- Reviewing a contract with a counterparty in the United States
- Reviewing a contract with a counterparty in the Middle East
- Reviewing a contract governed by the law of another country
- Reviewing a contract in translation
Clause by clause
- Reviewing an exclusivity or non-compete clause
- Reviewing a limitation of liability clause
- Reviewing an indemnity clause
- Reviewing a contract with unlimited liability
- Reviewing a warranty clause
- Reviewing an automatic renewal clause
- Reviewing a termination clause
- Reviewing a termination for convenience clause
- Reviewing a change of control clause
- Reviewing an assignment and subcontracting clause
- Reviewing a force majeure clause
- Reviewing a price adjustment or indexation clause
- Reviewing a most favoured customer clause
- Reviewing an audit rights clause
- Reviewing a step-in rights clause
- Reviewing a service level agreement and service credits
- Reviewing an exit and transition clause
- Reviewing a non-solicitation clause
- Reviewing an intellectual property assignment clause
- Reviewing a confidentiality clause
- Reviewing a data processing schedule in a customer's contract
- Reviewing an insurance requirements clause
- Reviewing a retention of title clause in supplier terms
- Reviewing a dispute resolution and arbitration clause
- Reviewing a governing law and jurisdiction clause
- Reviewing a set-off clause
- Reviewing a liquidated damages clause
- Reviewing a change control procedure
NDAs
- NDA before sharing an idea with a manufacturer
- NDA from an overseas manufacturer
- Mutual NDA before a partnership discussion
- One-way NDA for a freelancer or contractor
- NDA before selling your business
- NDA for an investor conversation
- NDA with a marketing agency
- NDA for software development
- NDA for employees and interns
- NDA before a pitch to a large customer
- NDA for a product design or prototype
- NDA with a recruitment agency
- NDA before sharing financial information with a buyer
- NDA for a franchise enquiry
- NDA for a joint venture discussion
- NDA for a supplier tender
- NDA for a tenant or landlord discussion about a business
- Reviewing an NDA a customer sent you
- Reviewing an NDA from a US company
- What an NDA cannot do
Review of an AI-drafted contract
Review of an AI-drafted contract, £495.
- Getting an AI-drafted NDA checked by a solicitor
- Getting AI-drafted terms and conditions checked
- Getting AI-drafted website terms checked
- Getting an AI-drafted privacy policy checked
- Getting an AI-drafted consultancy agreement checked
- Getting an AI-drafted freelance contract checked
- Getting an AI-drafted contractor agreement checked
- Getting an AI-drafted shareholders agreement checked
- Getting an AI-drafted partnership agreement checked
- Getting an AI-drafted employment contract checked
- Getting an AI-drafted staff handbook checked
- Getting an AI-drafted settlement agreement checked
- Getting AI-drafted SaaS terms checked
- Getting an AI-drafted software licence checked
- Getting an AI-drafted master services agreement checked
- Getting an AI-drafted statement of work checked
- Getting an AI-drafted supplier agreement checked
- Getting an AI-drafted distribution agreement checked
- Getting an AI-drafted agency agreement checked
- Getting an AI-drafted licence agreement checked
- Getting an AI-drafted joint venture agreement checked
- Getting an AI-drafted loan agreement checked
- Getting an AI-drafted influencer agreement checked
- Getting an AI-drafted sponsorship agreement checked
- Getting an AI-drafted lease of equipment checked
- Getting an AI-drafted data processing agreement checked
- Getting an AI-drafted heads of terms checked
- Getting an AI-drafted franchise agreement checked
- Getting an AI-drafted event contract checked
- Getting an AI-drafted venue hire agreement checked
- Getting an AI-drafted photography contract checked
- Getting an AI-drafted coaching agreement checked
- Getting an AI-drafted membership terms checked
- Getting an AI-drafted subscription terms checked
- What an AI-drafted contract usually gets wrong under English law
- American clauses in an AI-drafted contract for a UK business
- The clauses an AI leaves out of a UK contract
SaaS and technology contracts
SaaS and technology contracts, £995.
- SaaS terms of service for a B2B product
- SaaS terms of service for a consumer app
- Free trial terms for a SaaS product
- Terms for a freemium product
- Terms of service for a mobile app
- End user licence agreement for downloadable software
- API terms of use
- Service level agreement for a SaaS product
- Acceptable use policy for a platform
- Enterprise order form and master subscription agreement
- Pilot or proof of concept agreement
- Beta testing terms
- Terms for a SaaS product with usage-based pricing
- Auto-renewal and cancellation terms for a subscription product
- Data ownership and portability clauses in SaaS terms
- Uptime commitments and service credits
- Limiting liability in SaaS terms
- SaaS terms for selling to customers outside the UK
- SaaS terms for selling to customers in the EU
- SaaS terms for selling to customers in the United States
- Migrating customers from bespoke contracts to standard terms
- Terms for an AI-powered SaaS feature
- Terms for a marketplace platform
- Terms for a booking platform
- Terms for an online learning platform
- Terms for a recruitment or job board platform
- Terms for a property or lettings platform
- Terms for a fintech product that is not regulated
- Terms for a SaaS product sold to schools
- Terms for a SaaS product sold to the NHS or public sector
- Terms for a SaaS product handling health data
- Terms for a connected device with an app
- Terms for a no-code product built on another platform
- Terms for a Shopify app or plugin
- Terms for a WordPress plugin or theme business
- Terms for a browser extension
- Terms for a Slack or Teams app
- Terms for a data or analytics product
- Terms for a cybersecurity product
- Terms for a chatbot or customer service product
- Terms for a white label SaaS product
- Reseller agreement for a UK software vendor
- Channel partner agreement
- Referral partner agreement for a SaaS business
- Managed service provider agreement
- Systems integrator partnership agreement
- Distribution agreement for hardware with software
- Software development agreement for an agency
- Software development agreement when you are the client
- Managed hosting agreement
- IT managed services agreement
- Software support and maintenance agreement
- Source code escrow: when it is worth it
- Terms for a web agency reselling hosting
- Terms for a software house doing fixed-price projects
- Terms for a software house working on time and materials
- Terms for an offshore development partnership
- Terms for a technology consultancy
- Open source software in your product: what the terms need to say
Consultancy and contractor agreements
Consultancy and contractor agreements, £595.
Within this section: Consultancy agreements by role, Contractor and freelancer agreements by trade, Points that decide the document
Consultancy agreements by role
- Consultancy agreement for a fractional CFO
- Consultancy agreement for a fractional CMO
- Consultancy agreement for a fractional CTO
- Consultancy agreement for a fractional COO
- Consultancy agreement for an interim manager
- Consultancy agreement for a non-executive adviser
- Advisory board member agreement
- Adviser agreement with equity for a startup
- Consultancy agreement for an IT contractor working through a limited company
- Consultancy agreement for a marketing consultant
- Consultancy agreement for an HR consultant
- Consultancy agreement for a management consultant
- Consultancy agreement for a business coach
- Consultancy agreement for a sustainability or ESG consultant
- Consultancy agreement for a health and safety consultant
- Consultancy agreement for a data protection consultant
- Consultancy agreement for a cybersecurity consultant
- Consultancy agreement for a sales consultant on commission
- Consultancy agreement for an engineering consultant
- Consultancy agreement for a medical or clinical adviser to a company
- Consultancy agreement for a retainer arrangement
- Consultancy agreement for work outside the UK
- Statement of work for a consultancy engagement
- Consultancy agreement for a project with milestones
Contractor and freelancer agreements by trade
- Contractor agreement for a construction subcontractor
- Contractor agreement for a self-employed hairdresser
- Contractor agreement for a self-employed beauty therapist
- Contractor agreement for a fitness instructor
- Contractor agreement for a yoga teacher
- Contractor agreement for a therapist working in a clinic
- Contractor agreement for a tutor
- Contractor agreement for a music teacher
- Contractor agreement for a delivery driver
- Contractor agreement for a courier
- Contractor agreement for a software developer
- Contractor agreement for a designer
- Contractor agreement for a copywriter
- Contractor agreement for a photographer working for a studio
- Contractor agreement for a videographer
- Contractor agreement for a sales agent on commission
- Contractor agreement for an events crew member
- Contractor agreement for a cleaner working through a cleaning company
- Contractor agreement for a care worker introduced by an agency
- Contractor agreement for a dog walker working for an agency
- Contractor agreement for a driving instructor with a school
- Contractor agreement for a locum in a non-medical practice
- Associate agreement for a consultancy using associates
- Freelancer agreement for a marketing agency
- Freelancer agreement for a creative studio
- Freelancer agreement for a translation agency
- Trainer agreement for a training company
- Speaker agreement
- Agreement for supplying contractors to clients
- Agreement for placing associates with clients
Points that decide the document
- Using CEST and drafting for self-employed status
- Restrictive covenants in a consultancy agreement
- Intellectual property in a consultancy agreement
- Confidentiality in a consultancy agreement
- Substitution clauses in a contractor agreement
- Notice and termination in a consultancy agreement
- Insurance and indemnities in a consultancy agreement
- Consultancy agreement versus employment contract: which one you need
- Converting a contractor to an employee
- Reviewing a consultancy agreement a client sent you
- Template set of contractor agreements for an agency
Shareholders agreements
Shareholders agreement, £995.
- Shareholders agreement for two founders with equal shares
- Shareholders agreement for three founders
- Shareholders agreement for four or more founders
- Shareholders agreement for a family company
- Shareholders agreement for a husband and wife company
- Shareholders agreement for siblings running a family business
- Shareholders agreement for a parent bringing children into the business
- Shareholders agreement when bringing in an angel investor
- Shareholders agreement for a friends and family investment round
- Shareholders agreement with employee shareholders
- Shareholders agreement with a passive investor
- Shareholders agreement with a majority and a minority shareholder
- Shareholders agreement for a minority shareholder's protection
- Shareholders agreement for a tech startup before seed funding
- Shareholders agreement with vesting and good and bad leaver terms
- Shareholders agreement with deadlock provisions
- Shareholders agreement for a consultancy owned by its consultants
- Shareholders agreement for an agency owned by its directors
- Shareholders agreement for a restaurant or bar
- Shareholders agreement for a gym or fitness studio
- Shareholders agreement for a salon
- Shareholders agreement for a building company
- Shareholders agreement for an e-commerce business
- Shareholders agreement for a software company
- Shareholders agreement for a joint venture company
- Shareholders agreement for a special purpose vehicle
- Shareholders agreement for a management buyout team
- Shareholders agreement when converting a partnership to a company
- Shareholders agreement when one shareholder works in the business and one does not
- Shareholders agreement for a company where one shareholder funds it and another runs it
- Shareholders agreement with drag along and tag along rights
- Shareholders agreement with pre-emption rights on share transfers
- Shareholders agreement with a shareholder loan
- Shareholders agreement with dividend policy
- Shareholders agreement with reserved matters
- Shareholders agreement with a right of first refusal
- Shareholders agreement with put and call options
- Shareholders agreement for a company with a lender
- Cross option agreement and life insurance for shareholders
- Shareholders agreement for a franchisee company
- Shareholders agreement for a property development company
- Shareholders agreement when a shareholder wants to leave
- Shareholders agreement after a dispute between directors
- Shareholders agreement versus articles of association
- Shareholders agreement for a company issuing EMI options
- Shareholders agreement for a business with overseas shareholders
- Shareholders agreement for a company with a corporate shareholder
- Updating a shareholders agreement after new investment
- Shareholders agreement for a company planning to sell within five years
- Shareholders agreement for a lifestyle business that will never sell
Employment contracts and handbooks
Employment contracts and handbooks, £595.
Within this section: Employment contracts, Staff handbooks and policies
Employment contracts
- Employment contract for your first employee
- Employment contract for a part-time employee
- Employment contract for a fixed-term employee
- Employment contract for a casual worker
- Employment contract for an apprentice
- Employment contract for a graduate trainee
- Employment contract for a remote worker
- Employment contract for a hybrid worker
- Employment contract for a sales employee on commission
- Employment contract for a business development manager
- Employment contract for salon staff
- Employment contract for restaurant and hospitality staff
- Employment contract for retail staff
- Employment contract for warehouse staff
- Employment contract for a driver
- Employment contract for a nanny
- Employment contract for a care worker
- Employment contract for a nursery practitioner
- Employment contract for a tutor employed by a tutoring company
- Employment contract for a marketing executive
- Employment contract for a software developer
- Employment contract for a designer
- Employment contract for an account manager
- Employment contract for an office manager
- Employment contract for a bookkeeper
- Employment contract for a receptionist
- Employment contract for a site manager in construction
- Employment contract for a chef
- Employment contract for a personal assistant
- Employment contract with a probation period
- Employment contract with restrictive covenants
- Employment contract with garden leave
- Employment contract with a bonus scheme
- Employment contract with a company car
- Employment contract with a clawback for training costs
- Employment contract for an employee working abroad
- Employment contract for a sponsored worker
- Director service agreement
- Director service agreement with equity
- Service agreement for a managing director
- Service agreement for a finance director
- Service agreement for a sales director
- Employment contract for a senior employee with a long notice period
- Updating employment contracts after a change in the law
- Employment contract for someone moving from contractor to employee
Staff handbooks and policies
- Staff handbook for a business with five employees
- Staff handbook for a business with twenty employees
- Staff handbook for a business with fifty employees
- Staff handbook for a hospitality business
- Staff handbook for a salon
- Staff handbook for a construction company
- Staff handbook for a retail business
- Staff handbook for a care business
- Staff handbook for a marketing agency
- Staff handbook for a software company
- Staff handbook for a remote-first business
- Disciplinary and grievance policy
- Sickness absence policy
- Holiday policy
- Flexible working policy
- Family leave policies
- Equality and diversity policy
- Anti-harassment policy
- Whistleblowing policy
- IT, email and social media policy
- Expenses policy
- Drugs and alcohol policy
- Driving for work policy
- Homeworking policy
- Bring your own device policy
- Tips and gratuities policy for hospitality
- Redundancy policy
- Health and safety policy for a small business
- Anti-bribery policy
- Menopause policy
- Mental health and wellbeing policy
- Dress code and appearance policy
- Time off for dependants policy
- Data protection policy for staff
Settlement agreements for employers
Settlement agreements for employers, £795.
- Settlement agreement to exit a senior employee
- Settlement agreement on redundancy
- Settlement agreement after a performance process
- Settlement agreement after a long-term sickness absence
- Settlement agreement after a grievance
- Settlement agreement after a disciplinary process
- Settlement agreement for a director leaving the board
- Settlement agreement for a founder leaving with shares
- Settlement agreement with restrictive covenants
- Settlement agreement with an agreed reference and announcement
- Settlement agreement with a tax-free payment
- Settlement agreement when the employee has raised discrimination
- Settlement agreement when the employee has raised whistleblowing
- Settlement agreement when a tribunal claim has been started
- Settlement agreement for a fixed-term employee
- Settlement agreement for an employee in probation
- Settlement agreement for an employee with under two years' service
- Settlement agreement for a small business making its first settlement
- Settlement agreement template for repeat use
- Protected conversations before a settlement
- Settlement agreement and the employee's independent adviser
- Settlement agreement after a restructure
- Settlement agreement when the employee is on maternity leave
- Settlement agreement for an employee with shares or options
- Settlement agreement for a remote employee
- Settlement agreement for a sales employee with commission owed
- Settlement agreement including reasonable negotiation: what that covers
- Settlement agreement when the employee has a new job to go to
- Settlement agreement for a family business exiting a relative
- Settlement agreement when the employee will not sign
Data protection and privacy
Data protection agreements and privacy terms, £795.
Within this section: Privacy notices, Cookies and website packs, Data processing agreements and data sharing, Policies and procedures
Privacy notices
- Privacy notice for an e-commerce website
- Privacy notice for a SaaS product
- Privacy notice for a mobile app
- Privacy notice for a recruitment agency
- Privacy notice for a clinic or therapist
- Privacy notice for a gym or fitness business
- Privacy notice for a tutor or school
- Privacy notice for a nursery or childcare business
- Privacy notice for a charity
- Privacy notice for a marketing agency
- Privacy notice for a salon using online booking
- Privacy notice for a letting agent
- Privacy notice for a hotel or holiday let
- Privacy notice for a restaurant taking bookings
- Privacy notice for a membership organisation
- Privacy notice for a business using CCTV
- Privacy notice for a tradesperson with a website
- Privacy notice for a consultancy
- Privacy notice for an online course provider
- Privacy notice for a recruitment platform
- Privacy notice for a franchise network
- Privacy notice for a company using AI tools on customer data
- Employee privacy notice
- Job applicant privacy notice
- Privacy notice for a newsletter
Cookies and website packs
- Cookie policy for a WordPress website
- Cookie policy for a Shopify store
- Cookie policy for a Squarespace or Wix website
- Website privacy and cookies pack for a small business
- Website privacy and cookies pack for a tradesperson
- Website privacy and cookies pack for a professional services firm
- Using analytics and advertising pixels lawfully
- Consent banners: what has to be in one
Data processing agreements and data sharing
- Data processing agreement for a SaaS vendor
- Data processing agreement for a marketing agency
- Data processing agreement for an IT support provider
- Data processing agreement for a payroll provider
- Data processing agreement for a bookkeeper
- Data processing agreement for a virtual assistant
- Data processing agreement for a recruitment agency
- Data processing agreement for a web developer with access to customer data
- Data processing agreement for a call centre or answering service
- Data processing agreement for a cleaning or facilities contractor with site access
- Reviewing a customer's data processing agreement
- Reviewing a supplier's data processing agreement
- Data sharing agreement between two controllers
- Data sharing agreement for a referral partnership
- International data transfer agreement for a UK business
- Data protection clauses in a supplier contract
- Data protection clauses in a customer contract
Policies and procedures
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Cannot see your situation? Email me a few lines about your business and what you need. I will tell you which service fits and the fixed fee, usually the same working day.
Last reviewed: October 2026. Email geoffrey@caesar.co.uk.