DealokrKey idea
Source files
Use this guide as an operational starting point, then adapt it to the client, the scope and the rules that apply to your work.
Decide the rule before the project moves.
Source files is easier to manage when both sides can see the expected result, the person who decides and the next action. Start with the facts that affect the project rather than a vague promise.
Put the decision in a shared record.
Write down the scope, date, amount or approval step that applies to this project. A clear record helps a client act and helps you avoid rebuilding the context from scattered messages.
Do not mistake a workflow for legal, tax or financial advice.
This guide offers operational guidance for freelancers. Check the official source relevant to your situation and seek qualified advice whenever the decision has legal, accounting or tax consequences.
Operational example
Source files: avoid a last-day surprise
Before creating final files, state whether source files are included, in what format and under which handoff conditions. A PDF or exported delivery does not mean the same thing as an editable source folder; the client should know before final approval.
- Add source files to the deliverables list when they are included.
- State the format, transfer method and any access requirements.
- Connect the handoff to the agreed approval and conditions.
