Tools & Resources
Structured worksheets, templates, and guided exercises for creating, managing, and ending casual agreements. Each tool is designed to replace assumptions with clarity.
Agreement Builder
Create an Agreement
Generate a professional, private PDF agreement tailored to your arrangement. Our guided questionnaire covers expectations, financial terms, confidentiality, boundaries, and exit provisions — producing a clean, printable document both parties can review and sign.
- ✓Guided questionnaire covers privacy, finances, expectations, and exit terms
- ✓Generates a downloadable PDF — no account required, no data stored
- ✓Professional, neutral language appropriate for any arrangement type
Worksheets & Templates
Communication & Boundary Tools
Worksheets for aligning expectations, clarifying boundaries, and structuring how you communicate.
4 toolsFinancial Planning Tools
Templates for structuring financial terms, tracking support, and preventing money-related misunderstandings.
3 toolsPrivacy & Confidentiality Tools
Checklists and agreements for managing personal information, digital privacy, and disclosure boundaries.
3 toolsAgreement Drafting Tools
Step-by-step frameworks for writing clear, complete agreements that cover the terms that matter most.
3 toolsConflict Prevention Tools
Pre-emptive checklists and frameworks for identifying friction points before they become real problems.
3 toolsEnding Arrangement Tools
Scripts, checklists, and reflection exercises for ending an arrangement with clarity and mutual respect.
3 toolsLearning Resources
Our Topic Guides
Start with our in-depth guides on the core areas of casual agreements:
Glossary
Not sure what a term means? Our glossary covers 40+ terms in plain language, from “severability” to “cool-down period.”
When to Get Professional Help
Casual agreements work well for straightforward arrangements. But consider consulting a licensed attorney if:
- •Large sums of money or property are involved
- •Either party has significant legal exposure (custody, business interests, public profile)
- •You need a truly enforceable agreement (casual agreements generally aren't)
- •There's a power imbalance that makes one party feel unable to negotiate freely