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How to Create a Contract

Contracts formalize your working agreements with clients. clientfam lets you create contracts, share them through the portal, and track acknowledgements.

Step 1: Navigate to Contracts

Click "Contracts" in the sidebar, then click "New Contract".

Step 2: Fill in Contract Details

  • Title (required): A clear name for the contract (e.g., "Website Development Agreement").
  • Client (required): The client this contract is for.
  • Project (optional): Link to a specific project.
  • Start Date: When the contract takes effect.
  • End Date: When the contract expires.
  • Value: The monetary value of the contract.
  • Description / Content: The full contract text, terms, and conditions.

Step 3: Save

Click "Create Contract". The contract is saved as a draft. You can then share it with the client for acknowledgement.

Tip:

Use templates to save time creating contracts with similar terms. You can reuse content across clients.

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