Which documents do I need to start with a new client?

Usually a proposal or quote, an agreement or statement of work, an NDA if you share sensitive information, and an intake form. All four are in this collection.

How do I handle a client who pays late?

Start with a friendly follow up that names the invoice, the amount and the due date. Move to a firmer reminder or a demand letter only if the first one is ignored.

Are these templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do they follow my country's law?

They assume no country's law. Where the rules matter, such as safety, data protection or employment, each template says to check what applies where you are, and a lawyer should read anything that carries real risk.

Free templates for professional services

Consulting and service agreements, proposals, statements of work, NDAs, client intake and onboarding, invoices and payment letters. Fill in a short form and download Word or PDF.

25 templates

Consulting AgreementThis agreement is made on 7 November 2026 between:~~Client: name, of Client: address ("the Client"); andConsultant: your name or business, of Consultant: address ("the Consultant").~~The Client and the Consultant are each a "party" and together "the parties". The Client wishes…1. DefinitionsIn this agreement:~~"Services" means the services described in section 2, as changed under section 2."Work Product" means the reports, documents, analyses, recommendations and other materials that…"Confidential Information" means non-public information, in any form, that one party gives the…"Fees" means the amounts payable to the Consultant under section 4.~~Consulting agreementAgree services, fees, ownership of the work and fair limits with a client.Contracts and agreements
Master Services AgreementThis agreement is made on Effective date between:~~Client: name, of Client: address ("the Client"); andService provider: name, of Service provider: address ("the Provider").~~1. Definitions and structure1.1 In this agreement:"Services" means the services the Provider supplies under this agreement, in general: General…"SOW" means a written statement of work signed by both parties that refers to this agreement an…"Deliverables" means the items the Provider must hand over to the Client under a SOW."Background Materials" means the materials, tools, software, methods and know-how that a party…Master services agreementAgree the general terms once, then add each job as a statement of work.Company and legalPremium, €9.99
Statement of WorkReference: SOW number or reference (optional)Date: 7 November 2026This statement of work ("SOW") is made under the The agreement this SOW falls under, with its…~~Client (the "Client"); andSupplier (the "Supplier"),~~each a "Party" and together "the Parties".1. How this SOW fits the AgreementThe Agreement applies to this SOW, and words defined in the Agreement have the same meaning her…2. ScopeScope of the workStatement of work (SOW)Define one project under your main agreement: scope, deliverables, dates, acceptance and fees.Contracts and agreements
Service Level AgreementThis agreement is made on 7 November 2026 between:~~Provider: name, of Provider: address ("the Provider"); andCustomer: name, of Customer: address ("the Customer").~~This agreement sets the level of service the Provider promises the Customer, how that level is…1. DefinitionsIn this agreement:~~"Service" means the service described in section 2."Availability" means the share of a Measurement Period, in minutes, in which the Service works…"Availability Target" means the target in section 4."Excluded Time" means time described in section 6.~~Service level agreement (SLA)Set the service you promise, how fast you respond and what happens when you fall short.Contracts and agreementsPremium, €9.99
Retainer proposalOffer ongoing monthly work with a clear fee, scope, unused-hours rule and notice period.Offers and proposals
Proposal for ClientProject: Project namePrepared for: ClientClient contact: Who it is for, name and role (optional)Prepared by: Your name or businessDate: 7 November 2026Valid until: Proposal valid until (optional)1. Executive summaryYour name or business will deliver Project name for Client for Price, following…The result we are aiming for is The result in one line (optional).This proposal explains what we understand about your situation, what we will do about it, what…PopularBusiness proposalWin the work with a proposal that has a clear scope, a fair price, simple terms and a place to sign.Offers and proposals
Project proposalProject: Project namePrepared for: ClientClient contact: Who it is for, name and role (optional)Prepared by: Your name or businessContact: Your contact detailsDate: 7 November 2026Valid until: Proposal valid until1. Executive summaryYour name or business proposes to deliver Project name for Client in stages, with a…This proposal sets out your goal, how we will reach it, what you will receive and when, what we…Project proposalPropose a project in phases, with milestones, dates, prices and a place to accept.Offers and proposals
Tender response cover letterOpen your tender with a short, clear letter: who you are, what you offer and what is in the pack.Sales and marketing
QuotationSend a clear price quote with items, tax, a total, terms and a place to accept.Offers and proposals
Non-disclosure agreement (NDA), mutualProtect what both sides share while you discuss working together.Contracts and agreements
Client intake formLearn who a new client is and what they need before work starts: contacts, goals, budget, timing and consent.Operations and quality
Welcome letter to a new clientStart a client relationship well: thank them, set out the first steps and who to call.Work and jobs
Customer onboarding checklistTake a new customer from signed deal to first results, with owners, dates and a clear definition of success.Sales and marketing
Contract amendmentChange a few clauses of a signed contract and keep everything else as it was.Contracts and agreements
Contract termination letterGive formal notice to end a contract, set the end date and handover, and ask for written confirmation.Contracts and agreements
Conflict of interest declarationDeclare any outside interest that could affect your work, and record how the company will manage it.Company and legal
InvoiceBill a client clearly with items, tax, total, due date and how to pay.Money and payments
Payment follow-up emailNudge a client about an unpaid invoice, kindly and with everything they need to pay.EmailsEmail
Invoice dispute replyAnswer a disputed invoice calmly, with the facts, any correction and a clear next step.Finance and accountingEmail
Demand letter for an unpaid invoiceSend a firm final demand for an overdue invoice before you take further steps.Money and payments
Project status reportReport where a project stands: health, progress, budget, risks and the decisions you need.IT and projects
Project closure reportClose a project properly: what was delivered, time and cost, open items, lessons and handover.IT and projects
Follow-up email after a meetingRecap a meeting: what you agreed, who does what by when, and the next step.EmailsEmail
Introduction emailIntroduce yourself to a potential client or partner with one reason to talk and an easy ask.EmailsEmail
Customer case studyTell a customer's story with real numbers: the problem, what you did and the result.Sales and marketing

Templates

Templates in this collection

A consultancy sells trust, and trust starts with a clear agreement and a smooth first week. These templates cover the path from proposal to final invoice, so every client sees the same scope, price and next steps.

Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.

Professional services and consultancies

Questions people ask

Which documents do I need to start with a new client?: Usually a proposal or quote, an agreement or statement of work, an NDA if you share sensitive information, and an intake form. All four are in this collection.
How do I handle a client who pays late?: Start with a friendly follow up that names the invoice, the amount and the due date. Move to a firmer reminder or a demand letter only if the first one is ignored.
Are these templates free?: Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.
Do they follow my country's law?: They assume no country's law. Where the rules matter, such as safety, data protection or employment, each template says to check what applies where you are, and a lawyer should read anything that carries real risk.

By trade

Templates for other trades

Every trade has its own page with the documents it reaches for.

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