Starting your own business is exciting—you’ve got a great idea, a product or service to offer, and you’re ready to find your first customers.

But before you start working with clients or selling your product, there’s a crucial step that many new solopreneurs overlook: putting the right legal documents in place.

“Legal documents? That’s probably not something I need to worry about right now…” If that sounds like you, you’re not alone!

A lot of solopreneurs think they can get by without contracts or policies until they’re “big enough.” But the truth is, having these basic legal documents from day one can save you a lot of trouble and money in the long run.

To help you get started, we’ve created a FREE EasyLegal Docs Workbook. This workbook will guide you through the process of gathering all the details you need to generate three essential legal documents for your business using the EasyLegal Docs Creator:

Let’s dive into why you need these documents and what to include in each one.

A Client Agreement (or Service Contract) is one of the most important documents you can have for your business. It’s your main tool for setting clear expectations with clients and protecting yourself if something doesn’t go as planned.

Think about this scenario: you start working with a client, but halfway through the project, they start asking for extra work that wasn’t originally discussed. Or maybe they’re late on payments, and you’re unsure of how to handle it. A solid Client Agreement helps avoid these problems by laying out all the details ahead of time.

Workbook Tip: Use the Contract Creation & Customization section in the workbook to outline the key details of your Client Agreement. This will help you think through what’s important for your business and make sure everything is covered.

Reflection Prompt: Do you have any specific terms or conditions you want to include? Use the “Reflections” section in the workbook to note down any additional clauses you think might be useful.

Pro Tip: When you’re ready, use the EasyLegal Docs Creator to turn your notes into a professional Client Agreement tailored to your business.

If you have a website or collect any kind of personal information—like email addresses, names, or payment details—you need a Privacy Policy. It’s not just a nice-to-have, it’s a requirement in many countries. A Privacy Policy tells your visitors and customers what data you’re collecting, why you’re collecting it, and how you’ll protect it.

Even if you’re just starting out, having a Privacy Policy shows that you care about your customers’ data. It helps build trust and protects you from legal issues.

Workbook Tip: Use the Privacy Policy Creation section in the workbook to gather all the details you need. Make sure to include any third-party tools you’re using that might collect or store data.

Reflection Prompt: Do you need to comply with specific privacy regulations like GDPR or CCPA? Write down any compliance requirements in the workbook so you can include them in your Privacy Policy.

Pro Tip: When you’ve collected all your information, use the EasyLegal Docs Creator to create a Privacy Policy that fits your business perfectly.

The Terms & Conditions document (T&C) is basically your rulebook for how people can use your website or services. It’s important because it sets expectations and protects you from potential problems.

Terms & Conditions help you set boundaries on what’s allowed and what’s not, and they can also limit your liability in case things go wrong. For example, if you sell products online, your T&C can outline your refund policy and disclaim any responsibility for delays caused by shipping companies.

Workbook Tip: Use the Terms and Conditions Formulation section of the workbook to think through these scenarios and make sure your T&C covers everything. It’s especially important to be clear about payments and refund policies.

Reflection Prompt: Do your T&C cover all the necessary aspects for your business and industry? Use the workbook’s reflection space to note any additional clauses you might need.

Pro Tip: Generate your customized Terms & Conditions using the EasyLegal Docs Creator once you have all the details from the workbook.

Getting the right legal documents in place doesn’t have to be complicated or intimidating. Our FREE EasyLegal Docs Workbook is designed to help you gather and organize all the information you need to create your Client Agreement, Privacy Policy, and Terms & Conditions quickly and easily.

Download the EasyLegal Docs Workbook now and start building a strong legal foundation for your business. Once you’ve filled out the workbook, head over to the EasyLegal Docs Creator to generate professional legal documents that fit your unique needs.

Your business deserves to be protected—let’s get started today!