Stacks  ›  Boutique agency

The boutique agency stack.
Repeatable client onboarding.

MSA · SOW · retainer · subcontractor · NDA. The five-document set for agencies that onboard clients without rewriting from scratch. Free.

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Five documents. One per layer of the agency relationship.

MSA is signed once. SOWs are issued per project. Retainer governs ongoing work. Subcontractor covers the team you bring in. NDA protects the pitch.

Document 1

Master service agreement (MSA)

The umbrella contract signed once per client. Governs liability, IP, confidentiality, termination, and governing law for all future SOWs.

Document 2

Statement of work (SOW)

Issued under the MSA for each discrete project. Defines deliverables, timeline, payment, and any project-specific terms.

Document 3

Retainer agreement

Monthly fee, included services, rollover rules, notice period for cancellation. The document that locks in recurring agency revenue.

Document 4

Subcontractor agreement

For every freelancer or studio you bring in. Flow-down IP, confidentiality, and scope obligations from the prime client contract.

Document 5

NDA

Mutual confidentiality before the pitch or discovery phase. Protects agency strategy and client data shared before the MSA is signed.

Three reasons the agency stack makes onboarding repeatable.

Sign once, issue many

MSA signed at the start of the client relationship. Every SOW after that is issued under it — no re-negotiating the framework for each new project.

Retainer revenue is protected

Retainer agreement with notice clause and early-termination fee prevents clients from canceling without warning after you've staffed for them.

IP flows through every layer

MSA covers IP for client-agency work. Subcontractor agreement covers IP from subs to agency. The chain is complete from execution to delivery.

Four ordered steps. New client to running engagement.

1

Before the pitch

NDA before sharing strategy ideas or receiving the client's campaign brief.

2

When the client commits

MSA signed once. Covers all future work. Then issue the first SOW or retainer agreement for the initial scope.

3

For each project after

New SOW per project, issued under the existing MSA. No re-signing the framework.

4

Before every subcontractor

Subcontractor agreement before any freelancer touches client work. IP and confidentiality flow-down included.

Three steps. Stack to signed agreements.

Generate the MSA template once

Create your agency's standard MSA with your default IP, liability, and termination terms. This becomes your client onboarding baseline.

Generate SOWs per engagement

Each new project gets its own SOW generated with specific deliverables, timeline, and payment. References the existing MSA.

Subcontractor agreement before every sub

Generate a fresh subcontractor agreement for each freelancer. Takes five minutes. Protects your IP chain on every project.

Onboard clients without starting from scratch.
The stack that makes it repeatable.

Free. Every document. Every client.

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⚠ Legal disclaimer: Agreements generated by BizDraft are AI-produced for informational purposes only. They do not constitute legal advice and do not create an attorney-client relationship. For any agreement of significant legal or financial importance, consult a qualified attorney before signing.