Source Footage Intake and Rights Clearance (Onboarding)

Source Footage Intake and Rights Clearance (Onboarding)

1. 01

   Collect the raw long-form master files before any clipping tool is opened

   Request original camera or recording exports at the highest available resolution, not platform-compressed downloads. A 1080p re-download from a hosting page loses roughly 30 to 40 percent of usable detail once a vertical crop is applied.

2. 02

   Confirm written usage rights for every asset that will appear in a clip

   Music beds, stock b-roll, client-supplied logos, and guest speaker footage each carry separate terms. Log the license holder, expiry date, and permitted channels in a single intake sheet the agency can hand back to the client.

3. 03

   Capture the client's brand voice constraints in a one-page brief

   Note banned phrases, required disclaimers, tone descriptors, and any regulated claims. Automation-first platforms such as Captions and OpusClip will happily render a caption that violates a compliance rule if nobody told them the rule exists.

4. 04

   Map each source file to the destination channels and target clip counts

   A 45-minute webinar typically yields 8 to 12 usable vertical cuts; a 6-minute product demo yields 2 to 3. Setting the expected yield up front prevents the delivery team from over-promising volume in the retainer scope.

5. 05

   Verify caption accuracy requirements and language coverage

   Klap and Vizard both advertise support across dozens of languages, but proper nouns, industry jargon, and accented speech still need a human pass. Flag any client with a regulated vocabulary for mandatory caption review.

6. 06

   Record the intake decision in the client workspace with a named owner

   Assign one delivery lead accountable for the source package. When a clip later fails review, the intake sheet is the first document the agency checks to determine whether the fault was upstream or in the edit.