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.
How it works
Three simple steps
Answer questions about your business. We generate your consulting agreement. Download and review.
Answer Questions
Fill out a guided questionnaire about your business structure, members, and terms.
AI Generates
Our AI creates a comprehensive, legally-structured consulting agreement customized to your inputs.
Download & Review
Download as a Word document. Edit inline or in your preferred word processor. Ready to sign.
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.