The short answer
Be clear whether you sell sessions or outcomes, what is confidential, and what happens if a session is cancelled. Send it from your phone, your client signs in their browser with no account, and you keep proof of who signed and when.
What to agree before you start
- Sessions or outcomes: what you deliver
- Fees, packages and payment terms
- Session cancellation and rescheduling
- Confidentiality
- IR35 and contractor status
Which AgreeVia documents fit
- Freelance Services Agreement: the services, the fee (fixed, daily or hourly), intellectual property and confidentiality. For a private client it adds the 14-day right to cancel. Free
- Agency Retainer Agreement: the same services every month for a fixed monthly fee, with notice to end and an optional minimum term. Pro
- Mutual NDA: if you'll both share confidential information before the work starts. Free
- Invoice: bill the finished job, with the VAT worked out to the penny and your bank details on it
How it works
- Fill it in on your phoneAnswer a few plain questions, or type the items into a quote. You see a preview before anything is created.
- Add who signsPick them from your contacts, or type their email address and AgreeVia sends them a link.
- They sign without an accountThey open it in their browser, read it and sign with a finger. No app to install.
- Everyone keeps a copyThe signed PDF goes to everyone. Every view and signature is in a tamper-evident audit trail you can check at agreevia.co.uk/verify.
Proof, if there's a dispute
Every view and signature is recorded with a time stamp in a tamper-evident audit trail. If someone remembers the deal differently, you have the signed document, a record of when they opened and signed it, and an evidence package you can generate. AgreeVia doesn't give legal advice, and it doesn't take payments: your bank details go on the invoice and your customer pays you directly.
FAQs for business consultants and coaches
Retainer or one-off engagement?
For ongoing monthly work, the Agency Retainer Agreement (Pro). For a defined project, the Freelance Services Agreement.
Am I inside IR35 as a consultant?
It depends on how you really work. See IR35 and your freelance contract.
Does my customer need to download anything?
No. They get a link, open it in their phone or computer's browser, and sign. They don't need an account or the app, and they get the signed PDF by email.
Is an electronic signature legally valid in the UK?
For everyday business documents like quotes, job agreements and invoices, yes, as long as the person meant to sign. Some documents, such as wills and some deeds, have stricter rules. See Are electronic signatures legal in the UK?
Try it on your next client
Free for 3 documents a month, no card needed. Already have an account? Sign in. AgreeVia works in your browser and is live on Google Play. Coming soon to the App Store.