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Consulting Agreement

Create a consulting agreement covering scope, deliverables, hourly, fixed or retainer fees, expenses, and who owns the work. Preview before you buy.

Guided questions Preview before you download PDF and editable Word (DOCX)

What this document does

An agreement between an independent consultant and a business or individual client, covering the purpose and scope of the engagement, deliverables and acceptance, the term, hourly, fixed-project or retainer fees, expenses, ownership of work product, confidentiality, and how either side can end it.

What it covers

  • Parties
  • The Engagement
  • Term
  • Fees and Payment
  • Expenses
  • Work Product and Materials
  • Responsibilities and Limits
  • Ending the Agreement
  • Additional Terms
  • General Provisions

A template you fill in yourself from your own answers. LeaseCraft is not a law firm and does not give legal advice; for advice about your situation, talk to a lawyer.

How it works

1

Answer the questions

Plain-language questions about the people, dates and terms.

2

Preview it free

Read the document built from your answers and change anything before you download.

3

Download PDF and Word

Included with LeaseCraft Annual ($19.99/year).

Questions about the Consulting Agreement

What the consultant is hired to do and the specific services, any deliverables and how they are accepted, the start and end dates, how and when the consultant is paid, how expenses are handled, who owns the work product, confidentiality, and how either side can end the agreement.

Yes. Choose hourly billing with an optional monthly hour cap, a fixed project fee with an optional deposit, or a monthly retainer. The payment terms in the agreement change to match.

You decide. The client can own the work product once it has paid for it, or the consultant can keep ownership and give the client a license to use it. Either way, each side keeps the tools and materials it already had.

No. The consultant stays free to work for other clients. You can include a narrower promise not to solicit each other's employees, which applies only as far as the governing law allows.

Create your Consulting Agreement

Answer the questions, then preview the finished document before you download it.

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