Small Business Law Checklists


Checklist #2: Contract Checklist for a Service or Customized Deliverable

Click to Download the Contract Checklist

Does your contract template or form actually cover everything you need? 

Are you trying to draft a contract yourself, but you don’t want to miss anything? 

Do you want to have your act together *before* you call in an expensive lawyer to draft the contract? 

This contract checklist is to help you answer all of the most important questions, so your contract actually serves its powerful purposes for your and your work.

Reminder: Contracts have three purposes, and this checklist is designed to help you with all three.

1. To preserve the relationship. Most contracts are between friends, family, and colleagues. Even when this deal is over (and even if it doesn’t go well), it is possible to keep the relationship — if you agree to what will happen, ahead of time.

2. To have the deal go well. Transactions go badly because of assumptions. Unspoken expectations. Let’s get everything in writing now about what you’re going to do, and what they’re going to do, and what happens if or when things get wonked up.

3. To quickly settle any dispute. Litigation is freaking expensive in money, time, and energy. Let’s avoid that by creating a clear agreement, so even if one or both sides become unreasonable, you can still work out your differences without calling in the lawyers (or, if you need to start litigation, it goes as quickly and easily as possible, in your favor).

Before we get started, let’s make sure we’re on the same page.

  • This contract checklist is for a service or customized deliverable, not a product, software license, joint venture, or membership program.
  • This checklist doesn’t include *everything* and I don’t guarantee or warranty that by using this checklist you’ll have a perfect contract. That’s impossible, because every situation is different. But, this checklist will help you get most of the big stuff addressed and make a ton of progress.
  • This checklist also assumes that your business is located and/or incorporated in the United States.

Click to Download the Contract Checklist

Hope it helps you!

~ Elizabeth

Disclosure: This checklist doesn’t create an attorney-client relationship between you and me, and it’s not legal advice. It’s provided for informational and educational purposes, so you can get started on what you’ll need to do. What that means is you need to do your own legal research, and/or seek advice of counsel.

Checklist #1: Legal Checklist to Setup & Run Your One-Person Business

Click to Download the Legal Checklist

You may be a consultant, coach, trainer, writer, blogger, therapist, medical professional, virtual assistant, information marketer, or artist.

You may work from home, work from coffee shops and libraries, have a traditional office, or share an office with other professionals.

You may do your work with clients face to face, sell your products at trade shows, or do all of your business with clients and customers over the phone or the internet, virtually crossing state lines and national borders.

If you’re a one-person business, this checklist is for you.

I focus on working with one-person businesses like yours. My clients do much of their work online, and over state and national borders, which makes things legally complicated. Some of my clients have offices and see people in person, but many operate completely online. The items on this checklist create the structure my clients need to support them in their work, and how they are changing the world.

But before you use the checklist, let’s make sure we are on the same page.

This checklist assumes that: (1) your business is located or incorporated in the United States, (2) you have no partners and no co-owners, and (3) you have no employees, besides yourself (and your independent contractors).

This checklist doesn’t include everything legal that you might need, because every situation is different … but it will get you started on the right track.

Oh, and if you haven’t figured this out already, you don’t have to opt in or anything to get it. Just click on it and you get the pdf. Taadaa. 🙂

Click to Download the Legal Checklist

Disclosure: This checklist doesn’t create an attorney-client relationship between you and me, and it’s not legal advice. It’s provided for informational and educational purposes, so you can get started on what you’ll need to do. What that means is you need to do your own legal research, and/or seek advice of counsel.

Hope it helps you!

~ Elizabeth

P.S. I’m planning to add more checklists in the future, for specific situations (such as doing business in another country) and to address issues as your business grows (like adding your first employee). If you have a particular request, let me know! 🙂  

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