Items a Designer Must Include in a Contract
I’m sure as a freelancer we’ve all said to ourselves at one point, probably in the middle of a project, “why didn’t I include that in the contract?” As designers we know the importance of getting agreements in writing, for the benefit of both the designer and the client.
This is going to be a two part series, first, what the designer must include in a design contract and another write-up on what a client must include in a design contract.

Nothing can teach us what should be in a contract more than experience. Unfortunately some of us have had to learn the hard way what the “musts” are in a design agreement. Below are some of the items that are absolute musts for designers to protect themselves financially, legally and just a pain in the…well you get the idea.
Must #1 – Services Provided
You must outline what services you are providing to the client, and be specific.
It doesn’t matter what services you are providing, a logo design, web design, print design or any other form of design, you must let the client know specifically what you will be providing. You can easily get into a mess if a client claims you were supposed to do one thing and you remember it differently.
For example, if you are designing a logo, make sure you list the number of revisions or drafts. If you are designing a website, make sure you outline how many website concepts you’ll be submitting. There is nothing worse than a client that doesn’t know what he or she wants and you end up having to pay for it.
Must #2 – Services NOT Provided
You must outline what you will NOT be providing and what would constitute as extra services.
This would fall under those experiences where the client says to you “you didn’t tell me that…I thought [fill in the blank] was included”. Sometimes clients just don’t know what’s involved in the design process. They might expect additional services that were never discussed.
If you agreed to provide the client with a 10 page website, they might expect you to provide the stock photos or copy or even host it as a part of the agreement. As far as their concerned, you never explained to them that these items weren’t included. Writing out what they should expect and shouldn’t expect will save you time and a headache.
Must #3 – Client Obligation
You must include what the client obligations are so they do their part.
If you don’t state what the client’s part is, in the design project, you might be in line for a lot of extra work. Both the designer and client will have tasks in any design project, it’s up to you to make sure the client recognizes that and agrees to it.
If the client is supposed to provide images, copy or color samples, make sure you list that in the agreement. Just because you talked about adding banners to the site doesn’t mean that you are supposed to design the banners too, if they’re supposed to provide them, make sure you include that.
Must #4 – Your Obligation
You must make clear what your obligation is or isn’t once the job is complete.
Unless you clearly state in your contract what your design services will include, the client may never accept that you’ve completed the job. You should always explain in your contract where your services end and what would constitute an additional service. This is not only to protect yourself but it also lets the client know that you can provide additional services if they’re interested, a little marketing for yourself.
If it’s a website, let them know that any alteration after the website has launched isn’t covered under the initial development costs and the same for a print or logo design.
As a good technique, you should always include at the end of your contracts a little subsection that details some of the extra service you can provide.
Must #5 – Payment Terms
Unless you don’t mind getting paid late or not at all, you must include payment terms.
Payment terms can sometimes be your only protection when it comes to receiving income. You must include the amount of payment and when it is expected. If you require a deposit, make sure you include it also, along with the percentage required.
We don’t want to work for free so the best advice I can give is to have your payment terms and late payment penalties clearly defined.
Must #6 – Copyrights & Trademarks
You must protect yourself from any legal copyright infringement or trademark violation.
You should always have a provision in your agreement so you are not held liable for any content, photo, font, or anything else used to create the design that the client may provide.
Too often I’ve had clients bring me photos pulled from Google images or submit actual software clip art to use as their logo. You should make it clear to your client that they need permission to use any images or copy that is not their original work. This is a no-brainer in my book.
Must #7 – Cancellation
It makes it a lot easier to end an agreement if you have a cancellation policy, it’s a definite must.
A cancelled agreement has the potential to turn ugly, unless you have clearly outlined the penalties and terms. If a client wants to back out of an agreement, after you’ve put in a mountain of hours, you should get paid for the work you’ve done, even if it isn’t complete. A cancellation policy works just like a security deposit, if it doesn’t work out, at least you get to retain something.
Make sure you define how and when a cancellation should be accepted, an email, phone call or another confirmed method. The last thing you’re looking for is client saying this “I thought I told, I changed my mind…I’m not paying for that!” a week after you’ve started.
Any other “musts” you guys can think of? or even contract horror stories, please share.
Excellent stuff. From experience, I would say that the most important of these is the payment terms and the outline of what is and is not going to be provided – and totally agree with the comment by Liberation Iannillo – that a deposit is essential. I’ve had soo many clients simply flake; they decide they want a web site and waste my time talking it up… then don’t even get as far as sending me the materials, text, photos etc. Deposit works wonders for their level of commitment, it doesn’t have to be that big imo, just a low bar to separate the ones ready to play form the ones who aren’t ready for anything.
Great post. I was thinking about purchasing a “Ready to order” agreement from my attorney, so I need to make sure the contract has all this pertinent info. Thanks!
I’m glad I found this. I’ll admit my contracts have never been that detailed, I once had a client who walked away after two concepts (!!). This was his excuse:
It’s becoming apparent you can not build exactly what it is I want. I’m sorry but I can’t continue doing this. I don’t want to waste anymore of mine time.
No payment, nothing. Live and learn, I guess.
Thats nice, great list, i wil see to that it will be done now on,, thanks for it.
Great tips indeed. One thing which I always pay attention to is about the FAQ sections on websites. Without them, a lot of questions would arise in the minds of customers and they would need to send tens of emails asking some simple questions which could have been easily answered on the FAQ pages.
All valid points, the key thing for me seems to be what’s not included, as doing seo it’s very intangible. I find the best way to bill is monthly, as if they don’t pay, the work stops, although that’s probably much harder when you are designing a site as in my experience they want it live yesterday!
Wow. I didn’t know there were so many things to include in a contract. thanks!
Wow, great list. I definately needed this one. I’ve lost a great deal of money because of deals gone sour.
I Phone makes a very valid point, there is a danger if you arent careful that you end up a very busy fool.
Thanks joe, for great contract check list for designers. like me .. hopefully these points will help me to increase my worth ..
thanks.
Items not to include is a big one. It’s also pretty tough to define. I find inevitably, some clients will ask for more and more and eventually, they’ll find something you didn’t include in the “Items not included” list. That’s why I’ve switched to hourly billing rather than flat fee. It’s much easier to handle overages when you provide an estimate up front with the understanding that it will not be the exact final price.
Any client that absolutely has to have an exact price isn’t worth doing business with b/c they don’t understand the nature of web design. We’re not installing a new dishwasher here. There are a million different things that could affect the time required to complete the final product.
This is vital information for a freelancer such as my self and others. I have got knocked back so many times taking clients for their word and then chasing them for the money and never getting paid. Funny times thinking back but i strongly suggest having a contract and including all possible work that being conducted there.
Thanks for the article.
Thanks u r information
its very useful
this post was extremely helpful for me. i work for http://www.psprint.com/postcards and this was quite an insight for me
Hey,
I have go through your post and found some very very important points in that. Its really very helpful for me.
Thanks
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We also always take 50% upfront, 50% after completion of the project. We also make sure we have our target browsers defined. IE6 is explicitly excluded (#2 Services not provided) if not explicitly requested by the customer. In such a case, we also state that it may not be possible to conform to w3c standards, we make sure the client understands that if he requests someting like w3c validity. Also, we make sure (#2 also) that we do not support future browser releases. We make a custom agreement for that if it should be the case that the site shouldnt render properly in a new browser (which is mostly not the case.. but you never know).
These are some great points!
Adding a browser compatibility clause is probably the best way to go. I never thought about excluding IE6 (we know what a pain that is) but I might start now.
Thanks for the input Frank.
Yeah it is a good list, with a design job such as website, it is also a good idea to get them to sign a job of as complete, if not then the client might take advantage of certain things outlined in #Services Provided andmight never get completed in the clients eyes.
Great subject. Speaking from experience, the more detailed the contract, the better. Most clients have never worked with a web designer before so we can’t take for granted they understand the process as we do.
I request a 50% non-refundable deposit up front, 25% at design approval, and 25% at completion. If you don’t get a deposit up front, the client doesn’t treat the project seriously because they have nothing invested in it. Plus is weeds out the serious people from the wannabees.
And there’s no such thing as the perfect contract. No matter how fine the fine print is, things will come up in your work process that you never even thought about which means you will always be fine tuning your contracts.
Contracts can be a tricky thing, you don’t want them to have to sign a 10 page agreement, which could scare them off. There are always things to add to agreements, it just all depends on the client and what they need.
I definitely agree about asking for a deposit, that is an absolute must.
Thanks
Good list, but I would also add in there rounds of changes. I’ve got a site at the moment where the client is asking for round after round of changes to the design and functionality. I didn’t put anything in the contract about it and as he hasn’t paid yet I’m duty bound to continue.
It won’t happen to me again as I’m going to include a paragraph about a amaximum of 2 design round changes.
Man oh man, sounds like this is a learning experience for you. Rounds of changes or revisions should be included or at least discussed in the agreement.
Thanks for sharing.