Consulting Agreement Generator

Step 1: Parties Information

Client Information

Client/Company Name *

Client Type *

Business Address *

Phone *

Email *

Consultant Information

Consultant/Firm Name *

Consultant Type *

Business Address *

Phone *

Email *

Agreement Date *

Governing State *

Industry/Sector *

Step 2: Scope of Work & Services

Project/Engagement Title *

Project Description *

Services to be Provided *

Analysis & Assessment

Strategy Development

Implementation Support

Training & Education

Reporting & Documentation

Project Management

Ongoing Support

Custom Services

Key Deliverables *

Success Criteria

Service Exclusions

Step 3: Timeline & Schedule

Project Start Date *

Project End Date

Estimated Duration

Work Schedule

Expected Hours per Week

Project Phases/Milestones

Location Requirements

Travel Requirements

Step 4: Payment Terms & Compensation

Fee Structure *

Total Project Fee

$

Hourly Rate (if applicable)

$ /hour

Monthly Retainer (if applicable)

$ /month

Payment Schedule *

Payment Terms *

Expense Reimbursement

Late Payment Fee

% per month

Step 5: Intellectual Property & Confidentiality

Work Product Ownership

Client Ownership - All work product belongs to client

Consultant Ownership - Consultant retains ownership, client gets license

Shared Ownership - Joint ownership of work product

Pre-existing Intellectual Property

Confidentiality Agreement

Mutual NDA

One-way NDA (Consultant)

No specific NDA

Confidentiality Duration

Data Protection & Privacy

Non-compete Clause

No non-compete

Limited non-compete

Non-compete Duration

Step 6: Legal Terms & Protections

Liability Limitation

Liability Limit Amount

$

Indemnification

Insurance Requirements

Termination Clause

Dispute Resolution

Force Majeure Events

Independent Contractor Status

Acknowledge consultant is independent contractor (not employee)

Contract Modifications

Step 7: Review & Generate

Review Your Consulting Agreement

Please review all information before generating your consulting agreement.

Important Legal Notice

This consulting agreement creates binding obligations. Consider consulting with an attorney for complex engagements or high-value contracts.