How do I review client contracts and incident notes at a dog walking company?

Ask for a blank copy of the client agreement and a sample of signed ones. Check whether every client signed the same version, whether it covers emergencies and vet treatment, and whether it explains who is responsible when a dog is hurt or escapes. Note whether the contract is with the company or with the owner personally, since that affects what transfers to you. Next, ask for the incident notes. A walker who records every scrape and near miss is a good sign. A file with nothing in it for a busy company deserves a polite question. Ask who writes the notes, and how quickly. Look for the same walker, route, park or dog appearing more than once, and see whether follow-up was written down.

Cross-check the notes against insurance claims and any client complaints. Speak with the walkers about what gets recorded and what does not, and ask whether clients were ever told about an incident in writing.

Finally, ask whether clients can leave freely and whether the agreements can be assigned to a buyer. Your lawyer should read the agreement wording and any assignment clause, and you can ask your insurer how past incidents would affect your cover.

Key takeaways

• Compare the signed agreements with the blank version for gaps or changes.
• Look for repeated names, routes or dogs in the incident notes.
• Ask a lawyer whether client agreements can be passed to you.