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General Services Agreement Checklist

Step 1: Gather Information

As you complete your general services agreement, you will need to provide certain relevant information. This includes the client's name and address, a description of the services to be provided, any service benchmarks, compensation, and intellectual property rights. You may also need to know the client's preferences regarding confidential information and dispute resolution.

Step 2: Answer Key Questions

Use the information you collected to complete the general services agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected. Click below to get started.


Step 3: Review and Sign

It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign. These downloads are available by navigating to the Documents section of your account dashboard.

The agreement allows the parties to sign and deliver it to one another electronically. This means that it is not necessary for the parties to sign a single printed agreement. Instead, they may choose to both sign the same electronic copy using electronic signatures, or they may sign separate electronic copies and email them to each other.

Step 4: Distribute and Store Copies

At a minimum, all parties that sign the document should receive a copy once it is fully executed (everyone has signed). Other interested parties may need or want copies as well. Be sure to store your copy in a safe location. It is a good idea to keep both a physical and electronic copy.

Step 5: Periodically Review and Update

It is easy to forget the ins and outs of your general services agreement. Periodically reviewing it will help you stay familiar with any responsibilities or requirements so that you can determine when it needs changes or additions.

Over time you may need to make changes and updates to the contract. Using a contract amendment allows you to specify your changes without having to create an entirely new agreement. This is helpful when you only need to make a few changes instead of a complete overhaul of the language. 

When the time comes to renew the general services agreement for an additional term, LegalNature makes this process easy by saving your answers to the original agreement within the questionnaire.

Step 6: Complete Related Documents

Other documents may offer additional legal protection. For example, those who use general services agreements often incorporate sales contracts and invoices into their existing business practices.


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