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Free Consulting Agreement Template

Download a free consulting agreement template. Define engagement terms, deliverables, fees, and confidentiality — ready for electronic signature.

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Full Template Text

Copy the usable agreement below, replace every [BRACKET] placeholder, then customize for your situation.

Consulting Agreement
CONSULTING AGREEMENT This Consulting Agreement (the "Agreement") is entered into as of [Effective Date] (the "Effective Date"), BETWEEN: [Consultant Name], with a principal place of business at [Consultant Address] (the "Consultant"); AND [Client Name], with a principal place of business at [Client Address] (the "Client"). The Consultant and the Client may be referred to individually as a "Party" and collectively as the "Parties." 1. SCOPE OF CONSULTING SERVICES The Consultant will provide: [Scope of Consulting Services]. Deliverables and milestones are described in [Statement of Work Reference]. Services outside the SOW require a written change order. 2. COMPENSATION AND FEE STRUCTURE The Client will pay fees per [Fee Structure]. Invoices are due within [Invoice Due Days] days. Late payments accrue interest at [Late Interest Rate] or the maximum allowed by law. 3. EXPENSES AND REIMBURSEMENTS Pre-approved expenses will be reimbursed per [Expense Reimbursement Policy], with receipts. Travel requires prior written approval unless otherwise stated. 4. TERM AND ENGAGEMENT DURATION Engagement begins [Engagement Start Date] and continues until [Engagement End Date] unless earlier terminated. Either Party may extend by written agreement. 5. CONFIDENTIALITY AND NON-DISCLOSURE Each Party will protect the other's confidential information using reasonable care for [Confidentiality Term]. Confidential information is used only to perform under this Agreement. 6. INTELLECTUAL PROPERTY RIGHTS Work product ownership: [IP Ownership Terms]. Pre-existing materials remain with the owning Party; a license is granted as needed to use deliverables. 7. NON-COMPETE AND NON-SOLICITATION During the engagement and for [Non-Compete Duration] thereafter, the Consultant will not [Non-Compete Scope], and will not solicit Client employees or customers, to the extent permitted by law. 8. TERMINATION AND OFF-BOARDING Either Party may terminate on [Termination Notice Period] days' written notice, or immediately for material breach uncured within [Cure Period] days. Upon termination, the Consultant will deliver work-in-progress and return Client materials. 9. GOVERNING LAW This Agreement is governed by the laws of [Governing Law / Jurisdiction], without regard to conflict-of-law principles. The courts located in [Governing Law / Jurisdiction] will have exclusive jurisdiction over disputes arising out of or relating to this Agreement, unless the Parties agree in writing to mediation before litigation. 10. GENERAL (a) Entire Agreement. This Agreement constitutes the entire agreement between the Parties concerning its subject matter and supersedes prior or contemporaneous agreements on that subject. (b) Amendments. Modifications must be in writing and signed by both Parties. (c) Severability. If any provision is held unenforceable, the remaining provisions remain in effect. (d) Assignment. Neither Party may assign this Agreement without the other Party's prior written consent, except to a successor in connection with a merger, acquisition, or sale of substantially all assets. (e) Counterparts and Electronic Signatures. This Agreement may be executed in counterparts, including electronic signatures, each of which will be deemed an original. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the Effective Date. CONSULTANT Name: [Consultant Name] Signature: _______________________________ Name of Signatory: _______________________ Title: ___________________________________ Date: ____________________________________ CLIENT Name: [Client Name] Signature: _______________________________ Name of Signatory: _______________________ Title: ___________________________________ Date: ____________________________________

This is a starting template, not legal advice. Have a qualified attorney review it for your jurisdiction and use case before signing.

A Consulting Agreement establishes the framework for professional advisory engagements. Whether you’re a management consultant, IT advisor, marketing strategist, or any other type of consultant, this template ensures clear expectations and legal protection.

What Is a Consulting Agreement?

A consulting agreement is a legally binding contract that defines the terms of a professional advisory relationship. It specifies what services the consultant will provide, how they’ll be compensated, and what happens when the engagement ends. Unlike employment contracts, consulting agreements establish an independent contractor relationship.

Key Clauses to Include

  1. Scope of Services — Define the advisory services, deliverables, and expected outcomes. Include what’s out of scope.

  2. Compensation — Hourly rate, project fee, or retainer amount. Include invoicing frequency and payment terms (Net-15, Net-30).

  3. Expenses — Specify which expenses are reimbursable (travel, software, materials) and any pre-approval requirements.

  4. Engagement Duration — Define start date, end date, and renewal terms. Include milestones for longer engagements.

  5. Confidentiality — Protect client data and proprietary business information shared during the engagement.

  6. IP Rights — Clarify ownership of strategies, frameworks, reports, and any work product created during the engagement.

  7. Non-Compete — If applicable, define reasonable restrictions on working with competitors. Keep scope and duration limited.

  8. Termination — Define notice periods, final invoicing, and transition procedures for handing off work.

How to Customize This Template

  1. Define clear deliverables — “Monthly strategic advisory” is vague. “Monthly 2-hour strategy session plus written action plan” is enforceable.

  2. Choose the right fee model — Retainers work for ongoing advisory. Project fees work for defined outcomes. Hourly rates work for uncertain scope.

  3. Limit your liability — Cap liability at total fees paid. Exclude consequential damages.

  4. Add a change order process — Define how additional scope requests are handled, quoted, and approved.

How to Send for E-Signature with WPsigner

  1. Upload — Drag and drop this consulting agreement into WPsigner
  2. Add fields — Place signature, date, and scope acknowledgment fields for both parties
  3. Send — Email a secure signing link to your client
  4. Track — Monitor signing status in real-time from WordPress
  5. Store — Completed agreements are archived with full audit trails

Frequently Asked Questions

What is a consulting agreement?

A consulting agreement is a contract between a consultant (or consulting firm) and a client that defines the scope of advisory services, fees, timelines, and responsibilities. It establishes the consultant as an independent contractor, not an employee, and protects both parties interests throughout the engagement.

How are consultants typically paid?

Consultants are typically paid in one of three ways: hourly rates (common for advisory work), project-based fees (common for defined deliverables), or monthly retainers (common for ongoing advisory relationships). The agreement should clearly specify the compensation model, invoicing schedule, and payment terms.

Should a consulting agreement include a non-compete clause?

It depends. Non-compete clauses restrict the consultant from working with the clients competitors during and after the engagement. They should be reasonable in scope, duration, and geography to be enforceable. Many consultants push back on broad non-competes since they work with multiple clients across an industry.

Can consulting agreements be signed online?

Yes. Electronic signatures on consulting agreements are legally binding under the ESIGN Act, UETA, and eIDAS. WPsigner provides a professional signing experience with audit trails, making it ideal for consulting firms that sign multiple client agreements per month.

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