Practice Management

Service Agreements

Generate a signed-ready agreement after the proposal is accepted. Each phase pulls the same project, client, and fee details you used in the Fee Calculator — address, fee, deposit, signatory — so there is nothing to cross-check. Choose the phase that matches the signed proposal.

Choose a Phase

Phase 1 · Concept

Concept Design

Fixed-fee agreement for the Concept Design phase. 50/50 payment, design-communication license, and the not-for-construction acknowledgment that limits exposure on an unstamped concept.

Fixed Fee50/50 GRTPDF

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Phase 2 · Documents

Construction Documents

Fixed-fee CD agreement with the 50 / 25 / final schedule, permit-and-bid use license, and a configurable liability cap, consequential-damages waiver, and insurance clause for buildable work.

50/25/FinalLiability Cap InsurancePDF

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Phase 3 · Administration

Construction Administration

Time-and-materials CA agreement with retainer billing. Foregrounds the means-and-methods, no-supervision, and periodic-observation limits that protect you during construction.

T&MRetainer Liability CapPDF

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Before first send. These reflect the suggested edits to the reviewed concept v3 — licensed-LA language in Section 1, GRT clauses, IRS mileage, and the buildable-phase liability package. Have Jill confirm the Section 1 / title wording and the CD/CA liability cap basis for NM enforceability before using them with a paying client.