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Client Onboarding Checklist for Freelancers — Freelance Legal Hub

🎯 Key Takeaways

  • Automate your invoice collection to save time and reduce stress
  • Set clear payment terms and late fees in every contract
  • Follow up professionally and consistently on overdue payments
  • Use tools like PingPaid to handle follow-ups automatically
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📋 Client Onboarding Checklist

Never miss a step when starting a new project · Updated June 2026
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Phase 1: Pre-Project (Before Contract)
Discovery
Discovery
Discovery
Legal
Payment
Phase 2: Project Kickoff
Kickoff
Kickoff
Kickoff
Kickoff
Kickoff
Phase 3: During Project
Communication
Tracking
Payment
Scope
Scope
Phase 4: Project Completion
Delivery
Payment
Payment
Delivery
Relationship
Phase 5: Post-Project
Archive
Marketing
Relationship
Marketing
💡 Pro tip: Save this checklist as a template. Copy it for every new client. Consistency = professionalism.

🚀 Automate Your Invoice Collection

Stop chasing payments. PingPaid automates the entire invoice collection process with 8-stage email escalation, late fee calculation, and legal demand letters.

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Try the Free Late Fee Calculator →

❓ Frequently Asked Questions

What is the best way to handle late payments?

The best approach is automated invoice collection with clear payment terms, gentle reminders, and professional follow-up sequences. Tools like PingPaid can automate this entire process for you.

How do I calculate late fees on invoices?

Late fees are typically calculated as a percentage of the overdue amount (usually 1-2% per month). You can use our free late fee calculator or let PingPaid handle calculations automatically based on your configured terms.

What should I include in a freelance contract?

A solid freelance contract should include: payment terms, late fee clauses, scope of work, revision limits, kill fees, and intellectual property rights. PingPaid offers free contract templates in our template library.