Agreement Generator

Instructions

1. Identify the agreement type. Determine which of the 10 types the user needs:

   Type	When to Use	Key Focus
   Freelancer	Hiring independent contractors	Deliverables, IP, independent contractor status
   Partnership	Forming a business partnership	Profit sharing, decision authority, exit
   NDA	Protecting confidential info	Scope, duration, remedies (use nda-generator for full NDA)
   Licensing	Granting IP usage rights	Grant scope, royalties, exclusivity
   Consulting	Engaging expert advisors	Scope of work, deliverables, hourly/project fees
   Statement of Work (SOW)	Defining project specifics	Milestones, acceptance criteria, change orders
   Master Service Agreement (MSA)	Ongoing service relationship	Framework terms, SOW attachment structure
   Joint Venture	Temporary business collaboration	Contributions, profit split, governance, dissolution
   Distribution	Product distribution rights	Territory, exclusivity, minimum orders, marketing
   Referral	Formalizing referral partnerships	Commission structure, tracking, payment triggers

2. Run the information-gathering wizard. Collect these details from the user:

   Universal fields (all types):

   • Full legal names and entity types of all parties
   • Business addresses
   • Effective date and term (with renewal provisions)
   • Governing law jurisdiction
   • Payment terms (amount, schedule, method)
   • Termination provisions (for cause, for convenience, notice period)

   Type-specific fields:

   • Freelancer: Deliverables list, deadlines, IP ownership, equipment provided
   • Partnership: Capital contributions, profit/loss split, management structure
   • Licensing: Licensed IP description, territory, exclusivity, royalty rate
   • Consulting: Hourly/project rate, travel expenses, deliverable format
   • SOW: Milestones with dates, acceptance criteria, change order process
   • MSA: Service categories, SLA requirements, SOW template
   • Joint Venture: Purpose, contributions (cash/IP/labor), governance board
   • Distribution: Products, territory, exclusivity, minimum purchase volumes
   • Referral: Commission percentage, payment trigger, tracking mechanism

3. Generate type-specific clause sections. Each agreement type includes its required sections. Common sections across all types:

   Section	Included In
   Recitals & Definitions	All types
   Scope of Work / Services	Freelancer, Consulting, SOW, MSA
   Compensation & Payment	All types
   Intellectual Property	Freelancer, Consulting, Licensing, JV
   Confidentiality	All types
   Representations & Warranties	All types
   Indemnification	All types
   Limitation of Liability	All types
   Term & Termination	All types
   Non-Compete / Non-Solicit	Freelancer, Partnership, Consulting, JV
   Dispute Resolution	All types
   General Provisions	All types
   Signature Block	All types

   Type-specific sections:

   • Freelancer: Independent Contractor Status, Tax Obligations, Equipment & Workspace
   • Partnership: Capital Accounts, Voting & Decisions, Admission of New Partners, Dissolution
   • Licensing: Grant of License, Sublicensing Rights, Quality Control, Audit Rights
   • SOW: Milestones & Deliverables Table, Acceptance Testing, Change Order Procedure
   • MSA: Service Level Agreement, SOW Incorporation, Escalation Procedures
   • Joint Venture: JV Entity Formation, Management Committee, Capital Calls, Wind-Down
   • Distribution: Territory & Exclusivity, Minimum Orders, Marketing Obligations, Inventory
   • Referral: Referral Definition, Commission Calculation, Tracking & Reporting, Clawback

4. Add plain English annotations. After each section, include: > **Plain English:** {simple explanation of what this means for both parties}

5. Apply jurisdiction-specific adjustments:

   • California: Enhanced independent contractor tests (ABC test per AB 5)
   • New York: Specific partnership law requirements
   • Texas: Non-compete enforceability standards
   • International: Choice of law and arbitration provisions (ICC or UNCITRAL rules)

6. Insert [VERIFY] tags on any assumptions about party details, payment amounts, or relationship specifics not explicitly provided by the user.

7. Write the output file using the naming convention below.

Output

Generate a single Markdown file named {TYPE}-AGREEMENT-{PartyA}-{PartyB}-{YYYY-MM-DD}.md:

# {Type} Agreement

**Between:** {Party A} ("{Role A}")
**And:** {Party B} ("{Role B}")
**Effective Date:** {date}

---

## Table of Contents
{numbered section list}

---

## 1. Recitals and Definitions
{formal legal text}

> **Plain English:** {simple explanation}

## 2. {Type-Specific Section}
{formal legal text}

> **Plain English:** {simple explanation}

{... remaining sections ...}

---

## Signature Block
| | {Party A} | {Party B} |
|---|-----------|-----------|
| Signature | _________________ | _________________ |
| Name | {name} | {name} |
| Title | {title} | {title} |
| Date | _________________ | _________________ |

---

**[VERIFY] Tags Summary:**
{numbered list of assumptions}

**Agreement Type:** {type}
**Clause Count:** {count} sections
**Generated by:** Legal Assistant Plugin — Not a substitute for legal counsel.

Error Handling

Examples

Example 1: Freelancer Agreement

Request: "Create a freelancer agreement for a web developer building our new marketing site"

Result: FREELANCER-AGREEMENT-AcmeCorp-JaneDev-2026-04-02.md with:

• Detailed scope of work with milestone deliverables
• IP assignment to company upon payment (work-for-hire with assignment backup)
• Independent contractor status affirmation
• NET-30 payment upon milestone acceptance
• 14-day termination for convenience with kill fee
• Non-compete limited to direct competitors for 6 months

Example 2: Master Service Agreement

Request: "Generate an MSA between our consulting firm and a new enterprise client"

Result: MSA-AGREEMENT-ConsultingCo-EnterpriseCorp-2026-04-02.md with:

• Framework agreement with SOW attachment template
• Service level commitments (response times, availability)
• Rate card structure with annual escalation cap
• Mutual indemnification with liability cap at 12 months fees
• Data protection addendum referencing GDPR
• SOW change order procedure with approval workflow

Example 3: Referral Agreement

Request: "Create a referral agreement — we'll pay 10% commission for qualified leads"

Result: REFERRAL-AGREEMENT-CompanyA-PartnerB-2026-04-02.md with:

• Qualified referral definition (signed contract within 90 days)
• 10% commission on first-year revenue
• 30-day payment after client payment received
• 12-month attribution window
• CRM tracking and quarterly reporting requirements

Resources

• CommonPaper Standard Agreements — CC BY 4.0 cloud, consulting, NDA standards
• Bonterms Cloud Terms — CC BY 4.0 standardized commercial terms
• Open-Agreements — MIT-licensed agreement templates
• SCORE Business Agreement Resources — SBA-funded small business templates
• California AB 5 (Dynamex) — Independent contractor classification
• ICC Model Contracts — International commercial agreement standards