Agency operations
A liability waiver template for client work.
A liability waiver sets expectations before work starts: what you are responsible for, what the client is responsible for, and how surprises get handled. Use this template as a starting structure to review with your own legal counsel.
In short
A liability waiver should cover the scope of the work, the responsibilities each side accepts, the risks the client acknowledges, the limits of your liability, and how disputes are handled. Keep it plain, specific to the service, and attached to the client record with the proposal it belongs to.
The sections every waiver needs
A workable waiver is short and specific. Cover these blocks:
- Parties and scope — who is signing, and exactly what work it covers
- Assumption of risk — the specific risks the client acknowledges for this service
- Responsibilities — what you commit to (professional standard, insured where applicable) and what the client commits to (accurate information, safe environment, timely decisions)
- Limitation of liability — the cap or boundary on damages, stated plainly
- Indemnification — who covers third-party claims and under what conditions
- Governing law and dispute process — where and how disagreements get resolved
A plain-language template to start from
Keep each clause one or two sentences. Have counsel adapt it to your jurisdiction before use.
- Scope: "[Company] will provide [service] as described in the attached proposal dated [date]."
- Assumption of risk: "The client acknowledges the inherent risks of [service], including [specific examples], and accepts those risks except where caused by [Company]'s negligence."
- Responsibilities: "[Company] will perform the work with professional care. The client will provide accurate information, required access, and timely decisions."
- Limitation: "To the extent permitted by law, [Company]'s total liability is limited to the fees paid under the attached proposal."
- Indemnification: "Each party is responsible for third-party claims arising from its own breach or negligence."
- Governing law: "This agreement is governed by the laws of [jurisdiction]. Disputes will be handled by [process]."
Keep the signed copy with the client record
A waiver you cannot find later does not protect you. Attach the signed document to the client file next to the proposal it belongs to. In Workspace369, files live on the client record alongside proposals, so the signed waiver stays one search away when a question comes up.
A waiver is not a substitute for a contract
The waiver covers risk and responsibility — it does not replace the proposal, scope, payment terms, or timeline. Send them together: proposal for the work and the price, waiver for the risk, both signed before work starts.
FAQ
Common questions
Do I need a lawyer to write a liability waiver?
A template is a starting structure, not legal advice. Liability rules vary by jurisdiction and service type, so have a local attorney review the final wording before you rely on it.
When should the client sign the waiver?
Before work starts, alongside the proposal acceptance. A waiver signed after delivery carries little weight.
Where should signed waivers be stored?
Attached to the client record with the proposal, not in an email thread. Workspace369 keeps files on the client profile next to the related proposal, so the signed copy is always findable.
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