Document assembly anecdotes anyone? Today I was called on to draft a consulting agreement for a new project. I had sent the client a Term Sheet in an excel file which laid out the documents to be automated, the terms of the project, the price for the software, and the phases of delivery. We had reached an agreement. Now, it was just a matter of formalizing the arrangement.
Now I had designed a Master Agreement and project schedule template in GhostFill to handle this very document type. The interview had a range of variants. The output came close to what was required. However, the result came short of “assemble and deliver”. It required another hour to polish and clarify the terms. Now this is where I fell down.
I tell my clients, go back to the master template, make your revisions there, and reassemble. That way the system continually improves to meet new issues. Of course, I was in a rush to get the document out, and didn’t take that wise step of “do what I say”. The result is that I am doomed to repeat the same corrections for the next agreement.
Luckily, I have another project about to go to contract. If I am less rushed, I will tackle improving the template, rather than repeat my mistakes.