Commercial paperwork
Every assessment and project runs on a signed document.
One Master Services Agreement per client, one Statement of Work per engagement, a mutual NDA before discovery, and an invoice format that reconciles to both.
The document set
Four documents, one chain.
NDA before we look at anything. MSA once. A Statement of Work per engagement. An invoice per milestone.
Master Services Agreement (MSA)
The umbrella commercial agreement signed once per client. It sets the legal, commercial and liability framework so every later Statement of Work can be short and practical.
When it is used: Signed before the first paid engagement, then referenced by every subsequent SOW.
Statement of Work (SOW)
The engagement-specific document. It states exactly what will be delivered, by when, for how much, on what assumptions, and how completion is judged.
When it is used: One per assessment, implementation, automation build, migration or managed-services term.
Mutual Non-Disclosure Agreement (NDA)
Protects both sides during early conversations, discovery workshops and system reviews, before any paid work starts.
When it is used: Signed before a discovery session, system access review or any exchange of commercially sensitive material.
Invoice Template
A consistent invoice layout that matches SOW milestones so revenue, CRM opportunity value and accounting records reconcile.
When it is used: Issued at each milestone, monthly for time-and-materials, and monthly in advance for managed services.
How the paperwork sequences
Signature order matters more than length.
- Mutual NDA before any system access or sensitive discussion
- Master Services Agreement before the first paid engagement
- Statement of Work per assessment, project or managed-services term
- Change request whenever scope, dates or assumptions move
- Invoice at each milestone, referencing the SOW and CRM opportunity
These are templates, not legal advice
Placeholders in square brackets must be completed with your registered company details, jurisdiction, payment terms, liability caps and bank details. Have a qualified legal adviser review the MSA, SOW and NDA, and an accountant confirm the invoice and VAT treatment, before you issue any of them to a client.
Prospects complete the discovery questionnaire before their consultation, which is what makes a tight Statement of Work possible.
The templates on this page are blank. Signed copies of your own NDA, MSA and Statements of Work are filed against your account in the client portal.