Draft a Client Contract/Service Agreement (Basics)
6. Small Business Essentials (Documents & Operations)
⏱ 30 minutes min
📊 Intermediate
Objective
Draft the basic structure of a service agreement, understanding it needs professional legal review before use.
Materials Needed
- AI chat tool
- Details about the service being provided
Step-by-Step Instructions
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1
Describe the service, price, timeline, and any cancellation terms you'd want in an agreement.
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2
Prompt: 'Draft a basic service agreement template covering scope of work, payment terms, timeline, and cancellation policy.'
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3
Ask the AI to explain what each section is protecting you or the client from.
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4
Ask what other clauses businesses in your industry commonly include.
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5
Clearly note: this draft should be reviewed by a real attorney before being used with actual clients.
Instructor TipThis is a strong moment to reiterate the disclaimer from earlier: AI drafts are a starting point, never a substitute for licensed legal review.
TakeawayA first-draft contract from AI can save significant attorney time and cost, but should never replace final legal review.
Tools Used
- ChatGPT
- Claude.ai