Document Preparation Specialists Starter Kit

Get a coordinated document Starter Kit for document preparation specialists, with editable agreements, forms, checklists, records, and client handoff templates.

CA$54 for 10 profession-specific documents.

Open the Document Preparation Specialists Kit Companion

• Document Preparation Services Agreement
• Document Preparation Intake Form
• Document Formatting & Production Plan
• Source Material Use Authorization
• Client Content & Service Limitations
• Document Preparation Quality Checklist
• Document Review & Delivery Record
• Document Content & Revision Issue Report
• Document Preparation Service Estimate & Quote
• Document Preparation Client Invoice