Create a Professional Consulting Agreement — No Lawyer Needed
Answer a few questions about your consulting engagement, and our AI generates a comprehensive agreement covering scope, fees, IP, and confidentiality. Download as a Word doc. Just $59.
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How It Works
Answer Questions
Our guided form collects the details for your agreement.
AI Generates Your Doc
Custom consulting agreement created in minutes, not weeks.
Download & Edit
Download as .docx. Edit freely, share with your lawyer or partners.
Comprehensive Coverage
Key sections included
Your consulting agreement covers all the essential provisions.
Features
Built for your business
Flexible Fee Structures
Choose from hourly, daily, retainer, or project-based fee arrangements with customizable billing frequency and expense reimbursement policies.
Clear IP Ownership
Define who owns the work product, protect pre-existing intellectual property, and set appropriate licensing terms for both parties.
Independent Contractor Protections
Properly establish the consultant as an independent contractor with provisions for non-exclusivity, own tools, and tax responsibility.
Scope & Deliverables
Clearly define the consulting services, deliverables, milestones, and timeline to prevent scope creep and set expectations.
Confidentiality Built In
Includes robust confidentiality provisions to protect both parties’ sensitive business information throughout and after the engagement.
Professional Formatting
Properly formatted with recitals, defined terms, signature blocks, and all standard protective provisions expected in a professional consulting agreement.
FAQ
Frequently asked questions
What fee structure should I choose?
Hourly rates work best for open-ended or variable-scope engagements. Project-based fees are ideal when scope is well-defined. Retainers suit ongoing advisory relationships where you want guaranteed availability. Daily rates are common for on-site consulting or workshops.
Who should own the intellectual property?
In most consulting engagements, the client owns the work product created specifically for them (work-for-hire). However, consultants typically retain ownership of their pre-existing tools, methodologies, and frameworks. Our agreement lets you specify IP ownership and grant appropriate licenses.
Why is independent contractor status important?
Properly establishing the consultant as an independent contractor (not an employee) is critical for tax obligations, liability, and benefits. Misclassification can result in significant penalties. Our agreement includes all the key provisions courts and the IRS look at when determining worker classification.
Should I include a non-compete clause?
Non-compete clauses for consultants should be used carefully. Several states (notably California) severely restrict or ban non-competes. Even where allowed, overly broad restrictions can be unenforceable and may deter qualified consultants from signing. Consider narrower alternatives like non-solicitation or confidentiality instead.
How should I handle expense reimbursement?
The most common approach is to reimburse pre-approved expenses with reasonable documentation requirements. You can also set a monthly or total cap on expenses, require receipts over a certain threshold, or specify separate terms for travel-related costs.
What makes this different from a free consulting agreement template?
Free templates are generic and often miss critical provisions around IP ownership, independent contractor classification, and liability protection. Our AI generates a fully customized agreement based on your specific engagement, fee structure, IP needs, and desired protections.
Resources
Consulting Agreement guides & articles
Expert insights to help you understand and create your consulting agreement.
Consulting Agreements for Nonprofit Organizations
Learn how to structure consulting agreements for nonprofits, including grant compliance, board oversight, and reasonable compensation requirements.
Data Privacy and Security in Consulting Agreements
Learn how to address data privacy, GDPR, CCPA, and security requirements in consulting agreements to protect sensitive information.
Conflict of Interest Provisions in Consulting Agreements
Learn how to address conflicts of interest in consulting agreements with disclosure requirements, management protocols, and practical examples.
Consulting Agreements for Engineering Services
Learn the essential provisions for engineering consulting agreements, including professional standards, safety requirements, and liability considerations.
Insurance Requirements for Consulting Engagements
Learn which insurance types consultants need, how to set coverage requirements in your consulting agreement, and what certificates to request.
Consulting Agreements for HR and Recruitment Consultants
Learn the essential provisions for HR consulting agreements, including employee data privacy, placement fees, and compliance requirements.