9 Things to Include in a Customer Contract

Clients Rate Lawyers on our Platform 4.9/5 Stars
based on 2,656 reviews

Jump to Section

Need help with a Business Contract?

Post Project Now

A customer contract, or customer agreement, is a legal agreement between a company and a customer. This contract helps set expectations for anyone using your company’s products and services. It also guides how to handle dissatisfaction and how to reach customer services.

Businesses want to keep their customers happy, but there are limits to how much they can do for them.

A customer contract helps balance customer satisfaction and protecting your business.

Here are 9 things to include in a customer contract when you write one for your company.

1. Information of Both Parties

Start the contract by establishing who the contract is between. Namely, introduce your business, including its full legal name and any names it is known by. Next, you must define the customer as a buyer or purchaser.

Write the customer’s legal name as it appears on any official documentation. So, no nicknames, usernames, or stage names are not valid substitutes.

Here is an article on what a customer is in legal terms.

2. Terms and Scope of the Project

If you are writing a contract for services, you must describe the exact purpose and scope of the work.

Avoid any overly technical terms or legal jargon. You do not have to write a contract in high-level legal terms for it to be legally binding.

Keep the description detailed, precise, and clear, so all parties agree on what the customer is paying and what you will provide.

Here is an article that describes a customer service agreement contract.

3. Description of Goods or Services

Describe each item in detail when providing goods or services in exchange for payment. When it comes to services, you may wish to itemize services and break them down into a list.

For example, a freelance photographer may offer multiple services in one package, such as staging, shooting, and editing photos. Describing each service in detail clarifies the customer while setting professional limitations.

About goods, it is best to describe the item and mention it is being sold “as is.”

Here is an article that describes what selling goods “as is” means and how it affects your business’s warranties.

4. Payment Terms

Explain how the buyer will purchase your goods or services. Payment terms can include:

  • A one-time payment
  • Installments with or without interest
  • A subscription

Companies that use a subscription-based payment model should list the effective start and end date of the customer’s subscription. They should also include an advanced notification clause and specify whether the subscription auto-renews if the customer does not cancel by a certain date.

In addition to payment terms, you can also list approved payment methods, such as bank checks, credit cards, and wire transfers.

Here is an article about writing payment terms in a legal contract.

Meet some lawyers on our platform

Jeremiah C.

37 projects on CC
View Profile

Briana C.

39 projects on CC
View Profile

Benjamin W.

40 projects on CC
View Profile

Sunnita B.

15 projects on CC
View Profile

5. Schedule and Deadlines for Work

In service contracts, it is always best to define a schedule for the work and a definitive deadline. This ensures that the business has promised a specific task to be done on a given date, preventing the customer from prematurely suing or withholding payment.

You may negotiate the schedule and deadline with your customers before reaching a mutual decision. However, give your business adequate time to perform a task to avoid producing something that does not meet the customer’s quality standards.

In some cases, failing to give proper notice or perform due diligence could be a valid dispute in a court.

Here is an article about how to write a contract schedule.

6. Expiration Clause

An expiration clause describes what events will make the contract expire. This is usually by fulfilling its own terms to completion. So, the contract between the company and customer will effectively expire upon receiving their goods or services.

Providing an expiration date establishes a format date for the last day the contract is valid and legally enforceable.

Here is an article about contract expiration dates.

7. Termination Clause

A termination clause, or a termination of services agreement, gives the company or customer the right to end the agreement at any time. However, it can be costly for businesses to have customers who paid for goods or services back out of agreements with little to no notice.

Termination clauses can set requirements and penalties for cancellations or breaches of contract. For example, you may specify that a client must provide a 30-day notice to end service, or they will receive an early termination fee.

Here is an article about termination clauses in contracts.

8. Dispute Resolution

A dispute resolution agreement prevents lawsuits by outlining methods for conflict resolution. This can outline steps the company and client agree to take together before ever taking legal action against one another.

For example, in a dispute, the customer can agree to first contact customer support and negotiate. Therefore, you should provide a contact number and/or email address in this portion of the customer contract.

Here is an article with tips on how to resolve disputes with customers.

9. Signature of Both Parties

Make sure that you close your customer agreement with signatures from both parties. Each signature should also include a date. This ensures that you and the customer agree on the nature of the document as it is on the day it is signed.

The signature date may or may not be the same as the effective date, so both are important.

Here is an article with more information on different dates in contracts.

Post a project in ContractsCounsel’s marketplace to receive flat fee bids from lawyers for your project. All lawyers have been vetted by our team and peer-reviewed by our customers for you to explore before hiring.

How ContractsCounsel Works
Hiring a lawyer on ContractsCounsel is easy, transparent and affordable.
1. Post a Free Project
Complete our 4-step process to provide info on what you need done.
2. Get Bids to Review
Receive flat-fee bids from lawyers in our marketplace to compare.
3. Start Your Project
Securely pay to start working with the lawyer you select.

Meet some of our Lawyers

View Matthew
Member Since:
December 8, 2021

Matthew H.

Free Consultation
Get Free Proposal
San Diego
6 Yrs Experience
Licensed in CA
Whittier Law School

We are a boutique firm located in San Diego that handles civil litigation with a couple other areas of law.

View Elizabeth
Member Since:
December 11, 2021

Elizabeth W.

Legal Counsel
Free Consultation
Get Free Proposal
Minneapolis, MN
5 Yrs Experience
Licensed in MA, RI
Suffolk University Law School

Liz is an experienced insurance professional, having worked with carriers and brokers for over 10 years. She can review or draft a variety of commercial agreements and is here to help your business. Specialties include: Master Service Agreements, business process outsourcing, marketing and partnership agreements, broker agreements, and NDAs.

View Philip
Member Since:
December 13, 2021

Philip M.

Free Consultation
Get Free Proposal
San Diego
4 Yrs Experience
Licensed in CA
Thomas Jefferson School of Law

I have been a freelance attorney for several years and have many of my clients returning to me for continued work because of the quality I produce.

View Amy Sue
Member Since:
January 4, 2022

Amy Sue L.

President, Concierge Legal
Free Consultation
Get Free Proposal
Washington, DC Metropolitan Area
25 Yrs Experience
Licensed in CA, PA, VA
Pepperdine University School of Law

Ms. Leavens is a corporate attorney with 10 years of experience as the General Counsel, Chief Compliance Officer and Corporate Secretary of a Congressionally chartered, non-profit corporation, and more than 20 years of experience as an advisor to executive officers and boards of directors in for-profit and non-profit organizations. She has substantial experience within in-house legal departments managing cross-functional teams comprised of multiple business units and attorneys on large-scale mission critical projects, and within a global law firm as a manager of public and private, domestic and international, multi-party business transactions. She has unique experience implementing government-sponsored business initiatives. Ms. Leavens was honored in 2015 as one of Washington, D.C.’s Top Corporate Counsel by Bisnow and the Association of Corporate Counsel; nominated in 2014 for the Association of Corporate Counsel (WMACCA) Outstanding Chief Legal Officer Award; and the recipient in 2014 of WMACCA’s Community Service Award.

View Elizabeth
Member Since:
January 5, 2022

Elizabeth V.

Corporate Counsel
Free Consultation
Get Free Proposal
Indianapolis, IN
8 Yrs Experience
Licensed in IN
IU McKinney School of Law

Most of my career has been as in-house counsel for technology companies. My responsibilities included managing all vendor/procurement contracts and compliance, customer/partner/reseller contracts and compliance, data security/privacy compliance and incident responses, HR/employment issues, and legal operations. I am very comfortable negotiating Commercial Contracts, Vendor Agreements, and Procurement Contracts for goods, services, and licensing, as well as addressing Employment & Labor, Intellectual Property, and Data Privacy issues and compliance. I specialized and have a certificate in IP in law school and continued to develop in that area as in-house counsel for Interactive Intelligence, Genesys, which are unified communication companies, and KAR Global in the automobile digital services lines of business.

View Kristen
Member Since:
January 10, 2022

Kristen R.

Freelance Attorney
Free Consultation
Get Free Proposal
14 Yrs Experience
Licensed in WY
University of Wyoming

Transactional and Employment Attorney and Small Business Owner. I do inside counsel work from the outside. I demystify the law for my clients.

View Amos
Member Since:
January 13, 2022

Amos M.

Free Consultation
Get Free Proposal
Nashville, TN
14 Yrs Experience
Licensed in GA, TN
Mississippi College School of Law

Since 2008, I have worked to assist clients in solving problems and addressing challenges that inevitably arise as a business grows - both anticipated and unexpected. My experience in Georgia and Tennessee in both drafting contracts and enforcing them via litigation and/or arbitration has provided clients with unique insights that help them anticipate problems and inform their decisions from start to finish.

View Leah
Member Since:
January 18, 2022

Leah C.

Free Consultation
Get Free Proposal
7 Yrs Experience
Licensed in AL
Birmingham School of Law

I am an attorney licensed in Alabama and have been in solo practice for 7 years. I have experience in Contracts drafting and review, Litigation and Immigration practice areas. I am available for new projects.

View Meghan
Member Since:
January 31, 2022

Meghan T.

Free Consultation
Get Free Proposal
3 Yrs Experience
Licensed in GA
Emory University

Meghan Thomas is an accomplished transactional attorney. She specializes in real estate transactional matters, property disputes, IP, tech and media contracts. Meghan's innovative leadership style has attributed to the firm's rapid development and presence in the metro-Atlanta market. She obtained her Doctor of Law from Emory University where she worked with the State Attorney General and litigated property disputes for disadvantaged clients. ​ Prior to practicing, Meghan negotiated complex transactions for Fortune 500 tech and healthcare companies. She lives with her family in Southwest Atlanta, enjoys cooking, travel, dance and continues to develop her research in the areas of transactional law and legal sustainability.

View Cecilia
Member Since:
January 31, 2022

Cecilia O.

Contracts Attorney
Free Consultation
Get Free Proposal
San Antonio
15 Yrs Experience
Licensed in CT, MD
Ghana School of Law

With 15 years of extensive transactional/contracts experience reviewing and negotiating commercial contracts including a wide variety of purchase orders and contracts and non-disclosure agreements (NDA), I believe I can immediately contribute to the continued success of your team. I have been commended for a range of valuable skills—excellent contract management and contract administration, legal research, risk analysis, drafting and negotiations, and strategic thinking. I have worked as a legal consultant for 10+ years and I have reviewed over 7,500 contracts through this position. Contracts I have reviewed include but not limited to purchase orders, commercial and construction contracts, equipment rental agreements, non-disclosure, confidentiality, vendor agreements, service agreements, site access agreements, international agreements, request for proposals (RFP), bids and government contracts. These experiences have enabled me to master the ability to work independently and expeditiously to identify and assess issues and provide legally sound recommendations, consistent with good business practices. I have led teams (sales, insurance and management) to successfully negotiate contract terms with customers. Effective Communicator and Negotiator. I am a people person, and for the past 13 years, I have acquired excellent oral and written communication skills that enable me to interact and negotiate effectively with stakeholders at all levels. I am a self-starter with a strong work ethic. I have a high degree of resourcefulness, diligence, and dependability. Most important, I adapt to changing priorities quickly, thriving in an environment with high volume and short turnaround deadlines. My experience over the years allows me to transfer my skills to all types of contracts to meet the client’s needs. I am hopeful to provide similar legal expertise, effective contract administration and leadership to your organization. It would be a pleasure to meet within the next few weeks and discuss how my qualifications, experience, and capabilities will best fit the needs of your outfit.

View Mathew
Member Since:
February 1, 2022

Mathew K.

Founding Attorney
Free Consultation
Get Free Proposal
7 Yrs Experience
Licensed in IL
DePaul University College of Law

Kerbis' practice includes business and real estate transactions, estate planning, and limited scope litigation consulting. Mathew has negotiated deals involving multinational corporate franchises and has collectively helped hundreds of clients with their transactional, civil litigation, and appellate legal needs. Throughout his tenure as an American Bar Association leader, Mathew has advocated for legal education reform, interviewed ABA Presidents and State Appellate and Supreme Court Justices, and lobbied Congress on behalf of the legal profession. As a law student, Mathew served as an extern for the Honorable Justice Robert E. Gordon of the Illinois Appellate Court, First District.

Find the best lawyer for your project

Browse Lawyers Now

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call