Simple paperwork in a digital agency

Usually, all paperwork happens in Google Drive. I recommend you to have shared folders like “Incoming Projects,” “Current Projects,” “Archive,” and “Company” (for non-project stuff) to get rid of a need to share documents each time (documents, created in this folders, are automatically shared with all interested parties).

There are three exemplary steps for each project:

First, for every new project, sign Master Service Agreement and Statement Of Work. After agreements are signed (scanned and put into project folder), move project folder from “Incoming Projects” to “Current Projects.” Create new SOWs for new requests and keep MSA untouched.

Second, require advanced payment before starting to work on the project, and then charge bi-weekly for hours spent, providing Harvest’s reports and invoices (read more about Harvest here).

Third, before handling client SOW’s results (like code or design sources), require him to sign Acceptance Reports (make it in Google Spreadsheets, scan and keep signed copies).

Then, if there is no additional work, move project folder to the Archive.

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