Template library

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Ready-made documents with the interview, logic and clause options already built. Use one as it is, or adapt the wording to your own precedent in Word.

21 templates

Legal

Mutual NDA

Two-way confidentiality agreement with optional non-solicit and a choice of term and governing law.

9 questions · 4 rulesWord & PDF
Legal

Engagement Letter

Scope, fees and terms of business for a new matter, with fixed-fee, hourly and capped-fee variants.

14 questions · 7 rulesWord & PDF
Legal

Master Services Agreement

Framework agreement with liability caps, IP ownership and data protection clauses that adapt to deal value.

22 questions · 12 rulesWord & PDF
Legal

Last Will & Testament

Simple will with executors, guardians, specific gifts and residuary estate, repeating for each beneficiary.

26 questions · 15 rulesWord & PDF
Legal

Power of Attorney

General or lasting power of attorney with one or more attorneys acting jointly or separately.

16 questions · 8 rulesWord & PDF
Legal

Data Processing Agreement

Controller-to-processor terms with sub-processor lists and transfer clauses selected by region.

18 questions · 10 rulesWord & PDF
Sales

Sales Proposal

Branded proposal with a pricing table that totals itself and sections that switch on by product line.

12 questions · 6 rulesWord & PDF
Sales

Quote & Order Form

Line items, volume discounts and payment terms, with approval required above a discount threshold.

10 questions · 5 rulesWord & PDF
Sales

SaaS Subscription Agreement

Subscription terms with service levels, renewal and uplift options chosen from a few plain questions.

20 questions · 11 rulesWord & PDF
Sales

Statement of Work

Deliverables, milestones and acceptance criteria as repeating lists, tied to a parent agreement.

15 questions · 6 rulesWord & PDF
HR

Offer Letter

Role, salary, start date and benefits, with bonus and equity paragraphs included only when they apply.

11 questions · 5 rulesWord & PDF
HR

Employment Contract

Full contract with notice periods, restrictive covenants and country-specific clauses by work location.

24 questions · 14 rulesWord & PDF
HR

Contractor Agreement

Independent contractor terms with day-rate or fixed-fee payment and IP assignment.

13 questions · 6 rulesWord & PDF
HR

Policy Acknowledgement

One-page acknowledgement for handbooks and IT policies, ready to bulk-send for signature.

5 questions · 2 rulesWord & PDF
Finance

Loan Agreement

Term loan with calculated interest, a repayment schedule and security clauses for secured lending.

23 questions · 13 rulesWord & PDF
Finance

Promissory Note

Short-form note with fixed or floating rate, single or instalment repayment and default terms.

10 questions · 5 rulesWord & PDF
Finance

Personal Guarantee

Guarantee and indemnity for one or more guarantors, with a capped or unlimited amount.

9 questions · 4 rulesWord & PDF
Finance

Credit Memo

Internal credit approval memo that pulls borrower data from your system and calculates key ratios.

17 questions · 8 rulesWord & PDF
Real estate

Residential Lease

Tenancy agreement with deposit, pets and break-clause options, for one or several tenants.

19 questions · 9 rulesWord & PDF
Real estate

Commercial Lease

Lease of business premises with rent review, service charge and repair obligations.

28 questions · 16 rulesWord & PDF
Real estate

Purchase & Sale Agreement

Property sale contract with financing and inspection contingencies and a closing timeline.

21 questions · 10 rulesWord & PDF

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