Draft the engagement letter or SOW for a named client
Adapts the advisor's standard contract template into a client-specific engagement letter or SOW — scope, IP, payment terms, termination — once commercial terms are agreed.
In / outAgreed scope + rate + payment terms + client context → client-specific engagement letter or SOW
You might say…
“Every time I got to the contract I'd start from scratch and hope I hadn't missed anything obvious.”
What it does
Given the agreed scope, deliverables, rate, and payment terms for a specific client, adapts the advisor's standard template into a client-specific engagement letter or SOW — wording scope boundaries, IP ownership, and termination to fit this engagement. Used once terms are agreed and a sendable contract document is needed.
Trigger: Use once scope and rate are agreed and you need a sendable, client-specific contract rather than a generic template.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
Start a conversation