Consulting Agreement

This Consulting Service Agreement template is perfect for consultants across various industries—including business, marketing, finance, IT, and health—who provide professional services to clients on a project or retainer basis. It covers essential provisions to protect your work, define client expectations, and ensure a clear consulting relationship.

When do I need this consulting agreement?

This template is designed for consultants engaging with clients on either a project basis or through monthly retainer agreements. It covers all the essential terms needed for a well-defined consulting relationship, including payment structures, confidentiality, liability, and termination.

What does this consulting agreement include?

This fully customizable consulting agreement includes the following provisions to help protect your business and guide your client relationships:

  • Purpose of Agreement
  • Scope of Services
  • Consulting Package Details (Scope of Work)
  • Terms of Payment
  • Payment Methods
  • Payment Failure
  • Late Payment
  • Disclaimer
  • Consulting Schedule
  • Effective Date
  • Postponement and Cancellation of Consulting Sessions
  • Term of Agreement
  • Cooperation and Client Responsibilities
  • Consultant’s Agents
  • Independent Contractor Status and Relationship of Parties
  • Freedom to Provide Services Elsewhere
  • Use of Consultant’s Own Equipment, Materials, Supplies, and Tools
  • Confidentiality and Mutual Non-Disclosure
  • Taxes and Liabilities
  • Termination of Agreement
  • Declaration by Consultant
  • Security
  • Force Majeure
  • Warranties
  • Limitation of Liability
  • Indemnification
  • Governing Law
  • And more

Download your template as a Word Document, quickly customize it with your details, upload it to your favorite CRM or email to your client and you're good to go!