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Agreement Drafting Tools

Writing clear terms isn't about formality—it's about both people knowing exactly what they've agreed to. These tools walk you through the process of drafting terms that are specific, complete, and understood by both parties.

Agreement Essentials Checklist

A comprehensive checklist of every area that should be addressed in a casual agreement. Use this before finalizing any arrangement to confirm nothing has been overlooked.

Go through each section together. If you can't check a box, that's a conversation you still need to have. Unchecked items aren't failures—they're signals of where ambiguity still exists.

Core areas to address before finalizing your arrangement:

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AGREEMENT ESSENTIALS CHECKLIST =============================== Date: _______________ Parties: Person A (_______________) and Person B (_______________) Use this checklist to confirm every core area has been addressed before finalizing your arrangement terms. IDENTITY & CONTACT [ ] How each party will be identified (names, initials, aliases) [ ] Preferred contact methods established [ ] Emergency contact shared (if applicable) ARRANGEMENT SCOPE [ ] Type of arrangement defined (sugar, casual, companionship, etc.) [ ] What each party is offering clearly stated [ ] What each party expects in return clearly stated [ ] Duration or timeframe discussed [ ] Relationship expectations addressed FINANCIAL TERMS (if applicable) [ ] Amount or range agreed [ ] Frequency of support agreed [ ] Payment method agreed [ ] What happens if a meeting is missed [ ] Additional expenses (gifts, travel, dining) addressed BOUNDARIES & PRIVACY [ ] Physical boundaries discussed [ ] Communication boundaries discussed [ ] Privacy terms agreed (who knows, what's shared) [ ] Digital privacy measures in place [ ] Confidentiality terms agreed SCHEDULING & LOGISTICS [ ] Meeting frequency agreed [ ] Scheduling process defined [ ] Cancellation terms discussed [ ] Location preferences addressed EXIT TERMS [ ] How either party can end the arrangement [ ] Notice period agreed [ ] Final financial obligations addressed [ ] Post-arrangement contact expectations [ ] Data/photo deletion terms REVIEW & UPDATES [ ] Review schedule set [ ] Process for raising concerns defined [ ] Process for modifying terms defined

Export: Agreement Overview

AGREEMENT OVERVIEW SUMMARY
============================
Date prepared: [Today's date]
Parties: Person A / Person B

Arrangement type: [Type]
Duration: [Timeframe or open-ended]
Relationship expectations: [Discussed / Not discussed]

Financial terms: [Summary]
Meeting frequency: [Summary]
Communication: [Summary]

Key boundaries:
- [Boundary 1]
- [Boundary 2]
- [Boundary 3]

Privacy terms: [Summary]
Exit process: [Summary]
Review schedule: [Frequency]

Areas covered: [X] of [Total] checklist items
Last revised: [Date]

Term Definition Worksheet

Forces each key term in your agreement to be defined with concrete examples of what "following" and "breaking" it looks like. Eliminates the most common source of disputes: different interpretations of the same words.

For each important term in your arrangement, write it out in plain language and provide two examples: one of the term being followed, and one of it being broken.

If you can't clearly describe the difference between following and breaking a term, the term is too vague and needs rewriting.

TERM DEFINITION WORKSHEET =========================== Date: _______________ For each term in your arrangement, write it in plain language that both parties can understand without interpretation. TERM 1: _______________________________________________ What it means in our arrangement: _______________________________________________ Example of this term being followed: _______________________________________________ Example of this term being broken: _______________________________________________ TERM 2: _______________________________________________ What it means in our arrangement: _______________________________________________ Example of this term being followed: _______________________________________________ Example of this term being broken: _______________________________________________ TERM 3: _______________________________________________ What it means in our arrangement: _______________________________________________ Example of this term being followed: _______________________________________________ Example of this term being broken: _______________________________________________ TERM 4: _______________________________________________ What it means in our arrangement: _______________________________________________ Example of this term being followed: _______________________________________________ Example of this term being broken: _______________________________________________ TERM 5: _______________________________________________ What it means in our arrangement: _______________________________________________ Example of this term being followed: _______________________________________________ Example of this term being broken: _______________________________________________ AMBIGUITY CHECK Are there any terms where "following" and "breaking" felt hard to distinguish? If so, the term needs to be rewritten. Terms that need clarification: 1. _______________________________________________ 2. _______________________________________________ 3. _______________________________________________

Example term definitions:

  • ▸Term: "Regular communication" → Means: We text at least every other day, even if briefly. Following: A quick "thinking of you" text on a busy day. Breaking: Going 4+ days without any message and no heads-up.
  • ▸Term: "Financial support is monthly" → Means: Transferred on the 1st of each month via Zelle. Following: Sent on the 1st, confirmed by text. Breaking: Sent late with no explanation or adjusted without discussion.
  • ▸Term: "Privacy about this arrangement" → Means: Neither party tells anyone without prior agreement. Following: Telling a therapist after getting permission. Breaking: Mentioning it to a friend without asking first.

Review & Revision Tracker

Tracks changes to your agreement over time. Keeps a clear record of what was changed, why, and whether both parties agreed—so neither person has to rely on memory.

AGREEMENT REVISION TRACKER ============================ Original agreement date: _______________ REVISION #___ Date: _______________ Requested by: [ ] Person A [ ] Person B [ ] Both WHAT CHANGED Previous term: _______________________________________________ New term: _______________________________________________ Reason for change: _______________________________________________ CONTEXT What prompted this revision? [ ] Regular scheduled review [ ] One party raised a concern [ ] Circumstances changed (financial, personal, logistical) [ ] A conflict or misunderstanding revealed a gap [ ] Other: _______________________________________________ AGREEMENT Person A agrees to this change: [ ] Yes [ ] No [ ] Needs discussion Person B agrees to this change: [ ] Yes [ ] No [ ] Needs discussion If discussion needed, scheduled for: _______________ REVISION LOG Rev # Date Section Changed Agreed By Both ____ ___________ __________________ [ ] Yes [ ] No ____ ___________ __________________ [ ] Yes [ ] No ____ ___________ __________________ [ ] Yes [ ] No ____ ___________ __________________ [ ] Yes [ ] No ____ ___________ __________________ [ ] Yes [ ] No

When to use this tracker:

  • ▸After any scheduled review conversation.
  • ▸When either party raises a concern about a specific term.
  • ▸When circumstances change (income, schedule, living situation).
  • ▸After a conflict reveals that a term was unclear or incomplete.

Written clarity prevents friction: Most disputes in casual arrangements stem from different interpretations of the same conversation. Written terms don't make things rigid—they make things clear. The time spent writing terms upfront saves far more time than resolving misunderstandings later.

Need help with specific sections? The Communication & Boundary Tools and Privacy & Confidentiality Tools go deeper on those individual topics.

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