Consulting Agreement

Answer a few questions to create a professional Consulting Agreement, ready to edit and sign.

Step 1 of 98 sections · answer each, then create your document

The consultant

Is the consultant a business or an individual?

Consultant's full legal name

For a business, use its registered name, including "LLC" or "Inc." if it has one.

Street address

City

State

ZIP code

Email optional

Used for written notices under the agreement.

Phone optional

The client

Is the client a business or an individual?

Client's full legal name

For a business, use its registered name, including "LLC" or "Inc." if it has one.

Street address

City

State

ZIP code

Email optional

Used for written notices under the agreement.

Phone optional

The engagement

In one sentence, what is the consultant being hired to help with?

For example, "improving the Client's online sales process" or "preparing for a Series A fundraise."

What services will the consultant provide?

List the specific work, one item per line.

Where will the work be done?

How will the consultant report progress? optional

For example, "a short written update every Friday" or "a monthly call."

Specific deliverables optional

Reports, plans, presentations or other items the consultant will hand over, one per line. Leave blank for advisory work with no set deliverables.

Term

Start date

End date optional

Leave blank if the engagement continues until either side ends it.

How many days' written notice must either side give to end the agreement early?

Fees and payment

How will the consultant be paid?

Amount

The hourly rate, the total project fee, or the monthly retainer, depending on your answer above.

How often will the consultant invoice?

How many days does the client have to pay each invoice?

Enter 0 if payment is due on receipt.

Accepted payment methods

Bank transfer

Check

Credit or debit card

Payment app

Late payment fee optional

Expenses

How are the consultant's business expenses handled?

Travel, software, printing and similar costs.

Work product and confidentiality

Who owns the work the consultant creates for the client?

Should the consultant keep the client's information confidential?

Yes No

Should both sides agree not to hire away each other's employees?

Yes No

The agreement applies this promise only as far as the governing law allows.

Final terms

Anything else both sides agreed to? optional

Which state's law should govern this agreement?

Usually the state where the consultant or the client is based.

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