Virtual Assistant Client Agreement


Avoid late payments and scope creep with clients

★ Clearly outline your terms of business, including services, fees and payment terms

★ Peace of mind that you and your Virtual Assistant business are legally protected

★ Drafted in plain English by Australian lawyers

What is a Virtual Assistant Client Agreement?

A Virtual Assistant Client Agreement is your MOST important legal document. If you only have one contract in your business, this is it!

It covers your terms of business, including scope, deliverables, payment terms and termination. Your clients will love it because it includes protections for their intellectual property and confidential information as well.

For every new client engagement, you can customise this template to suit your requirements.


Do I need a contract?

Yes, absolutely! A contract protects both you and your clients.

You should always have a contract signed before you start a new virtual assistant job for a client.

A contract will help set the ground rules in black and white so everyone is clear on their obligations and how everything will work. You need a proper written contract to enforce your rights and make sure your business is legally protected in case there is ever a dispute.

Our Virtual Assistant Client Agreement will help you avoid misunderstandings, late payments and scope creep.


Are there any other names for this contract?

Yes, you might have also heard this contract referred to as a Virtual Assistant Contract, Virtual Assistant Agreement, Service Agreement, Terms and Conditions, Terms of Business or a Retainer Agreement.

All of them are basically the same thing, just different names for the contract you use with your clients.


What does this Virtual Assistant contract include?

Our Virtual Assistant Client Agreement template covers everything you need:

★ Schedule of Services

★ Type of engagement and working hours

★ Scope (the services you will provide)

★ Deliverables (specific items or quantities or projects)

★ Equipment and place of work

★ Client Responsibilities, Warranty and Indemnity

★ Fees

★ Expenses

★ Payment Terms

★ Term

★ Extension

★ Confidentiality

★ Intellectual Property

Limitation of Liability and Indemnity

★ Termination

★ Dispute Resolution


I’m just starting my Virtual Assistant business, do I really need this?

Yes, you should have a contract for ALL client engagements.

You will appear more professional and it will help protect both you and your clients.


Can’t I just copy this from another website?

Don’t do this.

1. This is copyright infringement and is against the law.

2. You might accidentally copy terms and conditions from another country – if you end up in court for some reason it might be on the other side of the world!

3. It won’t be customised to YOUR business. Not a good look for your customers if your info about your terms is wrong…


If I subcontract some of my work to other Virtual Assistants, can I still use the Client Agreement?

Yes, you can! This Client Agreement allows you to subcontract one or more aspects of the services you provide to the client but requires you to remain the head contractor (meaning that you will remain responsible for the subcontractor’s services).


What do Scope and Deliverables mean?

Scope means the type of services you will provide (e.g. social media posts, call answering, document proofing etc)

Deliverables means any specific items or quantities or projects (e.g. 5 hours per week)


Can my client just type their name in the signature box, or do they have to print it off and sign it?

We recommend that you only send the contract to people in PDF format. Ask them to sign the contract and return the signed copy to you for your records. If they just typed their name, it wouldn’t be possible to prove they had signed the contract if a dispute came up later on.

Who is this for?

★ Virtual Assistants

★ People who want proper legal protection

★ People who want to appear professional to their clients

★ People who want to avoid misunderstandings and clearly outline their services

Why You Need This

Clearly set out your terms for clients

You will appear more professional and avoid misunderstandings if you have a professional legal contract.

You can also refer back to the contract if there are any disputes with clients about deliverables, payment etc.

Avoid Risk

This legal document will help you to avoid risk and limit your liability if something does go wrong.

Protect your business and assets

As the old saying goes, plan for the best and prepare for the worst.

You never know what will happen in the future, but it is vital that you have a contract in place to protect everything you have worked hard for.

How does it work?

Our process is designed to be as easy as possible – you could be up and running in as little as 5-10 minutes.

1.   Select the Virtual Assistant Client Agreement template in the Shop and click Add To Cart.

2.  Proceed to Checkout and complete your purchase.

3.  You will receive an email with a download link immediately after you have completed your purchase.

4.  Open the document in MS Word and complete the highlighted fields with your personal information (name, ABN etc). Your document will be ready to go in minutes!


Can I customise the templates beyond editing the fields?

Our templates come in Word format, so yes you can if you want. Feel free to add your logo and change the font to reflect your brand.

We do not recommend you change the wording (apart from the fillable fields) as this can affect the legal protections contained in the document.


What if the law changes and my templates become outdated?

If the law changes, we’ll email you with the changes and updates to add to your existing templates. So please ensure you keep us updated if your email address changes.

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