Page 7 - GL_Staff Manual and Procedures

OUR CONTRACT DRAFTING PROCESS

1

UNDERSTAND PURPOSE
OF THE CONTRACT

» What does the client hope
to achieve with the contract?

» What client rights need 2
to be protected?
6 FIND A CONTRACT

USE CONTRACT TEMPLATE
» Check Dropbox for
MATRIX CHECKLIST pre-existing contract.
TO CONFIRM ALL
KEY TERMS HAVE » Consult the Cleveland
BEEN INCLUDED Law Library or
reputable Online
legal resources.

3

5 BEGIN WITH

LINE EDIT THE CONTRACT BASICS
ENTIRE CONTRACT » Title Page
» Opening Paragraph
» Ruler read the agreement 3xs. » Recitals: stating general
4 provisions of the contract
and background
of parties.
TAILOR CONTRACT
TO CLIENT’S NEEDS
» Check the Contract Matrix
for a checklist of terms
included in contracts.
» Check client intake notes
and make sure to add all
pertinent terms and
clauses.