Pre-project

2 docs

Estimating · Live calc

Production estimate.

Full line-item budget by phase

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Client intake

Questionnaire.

Goals, creative direction, logistics before kickoff

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Agreements & legal

4 docs

Legal · Agreement

Deal memo.

Parties, scope, fees, usage rights, kill fee, signatures

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Legal · Talent

Talent release.

Appearance, usage rights, territory, compensation

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Legal · Location

Location release.

Property permission, hours, restrictions

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Legal · Music

Music licenses.

Sync & master tracking, clearance checklist

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Production

3 docs

Production

Call sheet.

Crew contacts, schedule, locations, weather, notes

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Production

Shot list.

Dynamic shot log, type, movement, lens, priority

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Production finance

Expense report.

Line-item expenses, billable tracking, live totals

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Post-production

3 docs

Post · Schedule

Post calendar.

Timeline, milestones, delivery deadlines

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Post

Edit feedback.

Timecoded notes, music, approval by round

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Post

Revision log.

Round tracker, allowance warning, file versions

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Billing & closeout

3 docs

Billing · Live calc

Invoice.

Itemized, live totals, tax, payment instructions

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Billing

Payment receipt.

Confirms payment, running balance

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Project close

Wrap report.

Deliverables log, budget vs actuals, lessons

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Business ops

3 docs

Rates

Rate card.

Day rates by role, post services, terms

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Finance · Tax

W-9 tracker.

Contractor log, 1099 status, year-end checklist

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Legal · Rights

Usage rights.

Platform/territory/term log, reel permissions

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