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ASK DN: How do you do legal, contracts, msa/sow?

over 6 years ago from

This is probably the least fun part of my job as a designer working with clients.

Right now I use a MS Word document template, fill in the details, and then upload to EchoSign (https://www.echosign.adobe.com/) for the client to electronically sign and then for me to electronically sign. Once we both sign, we both get emailed PDFs. It's better than faxing, but not super awesome.

What do you guys use? I have yet to try out Shake (https://itunes.apple.com/us/app/shake-app/id601561998) but I kind of like keeping my computer for work and my iPhone/iPad for fun.

3 comments

  • Daniel WilberDaniel Wilber, over 6 years ago (edited over 6 years ago )

    Yo, here's what we do at Bondfire.

    1. Get legit boilerplate MSA and SOW documents. We grabbed those here. We modified the templates to match our business and had our lawyer review.

    2. Get those templates into Google Drive.

    3. Whenever you need to spin up a new project, copy the templates into a new client/project folder, and edit the MSA + SOW.

    4. Share with the client representative and give them "Can Comment" privileges. Ask them to leave comments on specific sections that need to be resolved.

    5. Go back and forth to get the document acceptable to both parties.

    6. Once the document is approved on Google Drive, we send it over via RightSignature. It has Google Drive integration, so pulling in a document is really simple.

    7. Get the documents signed, and issue an invoice.

    8. Make it rain.

    Hope this helps.

    0 points
  • Devin HalladayDevin Halladay, over 6 years ago

    I use [https://www.docracy.com/](docracy.com) with all my clients and it's amazing.

    0 points
  • Joe VillanuevaJoe Villanueva, over 6 years ago

    SignNow.

    0 points