Show notes
Welcome to 2D Web Solutions Episode #25Knowing the differences between the types of legal documentation you’ll need when doing daily business is going to help you communicate better with your clients and customers.Understanding why you use the documentation you use and exactly what needs to be within them will improve your business processes.What is an Estimate / Quote / Proposal / Contract? (Arelthia - 00:35, 1:40) (Kerry - 1:08)Why do we need to have an estimate, quote, proposal or contract in writing? (Kerry - 2:53) (Arelthia - 3:50)What minimum information needs to be addressed in this kind of documentation? (Arelthia - 4:34) (Kerry - 5:58)Where does this documentation fit into your business process? (Arelthia - 6:34, 8:48) (Kerry - 8:04)Compare the DefinitionsEstimate – a written statement indicating the likely price that will be charged for specified workQuote – giving an estimated cost for a particular job or serviceProposal – a plan or suggestion, especially a formal or written one, put forward for consideration by othersContract – a written (or sometimes spoken) agreement, concerning sales that is intended to be enforceable by lawLegal DocumentationWhy it’s ImportantLegal protection for both parties involved in the agreementSetting expectations and consequencesThe minimum information that needs to be addressed:PriceProcessPayment methodCommunications methodsconsequencesRequirements/scopeCreate documentation that you can easily replicate and will use to protect yourself, your business, and your clients.Click To TweetThe legal documentation should fit into your business process where it will remain accessible for you to be able to use, provide to your customers, and amend as changes become needed.Documentation should also be accessible to your clients and customers so they can see them, sign them, and download them as they need.Additionally, legal documents should be easy to use regularly and easy to replicate in part or as a whole.Your questions and comments always help us, or can help someone else who may see them so, please leave your questions and comments below.Intro and Outro by Benjamin Bradley.The post Legal Documentation Differentiation for Freelancers appeared first on 2D Web Solutions.