Put standing commercial terms in writing with a master service agreement (MSA) template for consultants, agencies, and professional-service firms. An MSA sets the legal and commercial framework—parties, ordering process, payment, confidentiality, intellectual property, liability, and termination—while each project is described in a statement of work. Use this checklist to collect the fields both sides need before work starts. Not legal advice; have counsel review for your jurisdiction and industry.

Entity type and notice addresses for formal communications.
Conflict rule if MSA and SOW disagree; who may approve work.
Hourly, fixed, or retainer; currency; taxes; expense pre-approval.
Assignment vs license; tools and frameworks the vendor retains.
Whether a prior NDA is superseded.
Court vs arbitration; injunctive relief carve-out if used.
Caps, excluded damages, and COI requirements if any.
Notice periods, payment for work done, and return of materials.