For partners

Free Consulting Agreement Template

Start your consulting journey with confidence using our free consulting agreement template. The sample consulting services agreement is customizable, user-friendly, and designed for the convenience of all parties involved.

Create an impactful agreement and drive your business growth with our ready-to-use consulting contract template.

Used by 156 people

Rated 4.5

We have got you covered

Our consulting agreement template has been developed to help you create professional agreements quickly.

This is some text inside of a div block.
Use this Template
=
Preview of Zomentum's consulting agreement template layout

Consulting

Agreement Template

Date: {{Document.FirstSentAt}}
Consulting Agreement Template
Prepared for:
{{Client.Contact1.Name}}
{{Client.Name}}
Created by:
{{Document.Owner.Name}}
{{MyCompany.Name}}

THIS CONSULTING AGREEMENT (hereinafter “Agreement”) is made as of (MM.DD.YYYY) (the “effective date”) between {{Client.Contact1.Name}} {{Client.Name}} (hereinafter “Client”) and {{Document.Owner.Name}} {{MyCompany.Name}} (hereinafter “Consultant”) referred to individually as “party” or collectively as the “Parties”.

1. Introduction & Scope

Provide a brief description of the project, including any necessary background information, and why the services are needed by Client.

Provide a brief description outlining what the Contractor anticipates accomplishing. This section should not include detailed tasks or deliverables but rather what is and is not within the scope of the project.

2. Services

Consultant agrees to provide Client the following
services and/or deliverables:

  • Service 1
  • Service 2

3. Rate of Payment for Services

In consideration of the services to be provided, Client shall pay Contractor
in accordance with the following schedule:

[Quote Block]

4. Invoicing, Payment, and Taxes

Contractor will bear all of its own costs and expenses. Payment shall be made __ days after Client receives an undisputed invoice describing the relevant (a) Services and Deliverables, (b) fees and (c) taxes Contractor is legally required to collect from Client. Client may withhold full or partial payment of any invoice to reflect any liability, debt or other obligation that Contractor owes to Client

5. No Relationship

Neither Contractor nor their staff are or will be employees of Client, and nothing in this Agreement creates any employment or other relationship between Client and Contractor or their staff. Contractor will have sole responsibility for all applicable benefit plans, workers compensation and any taxes and withholdings with respect to compensation paid to Contractor and its staff.

6. Confidential Information

Contractor will not use any “Confidential Information” for any purpose other than as needed to perform Contractor's obligations under this Agreement. Contractor will hold all Confidential Information in strict confidence and will not disclose any Confidential Information to any person other than to Contractor's employees and representatives who: (a) have a need to know, (b) have been advised of the confidential and proprietary nature of the Confidential Information and (c) have signed a written agreement that is as protective of the Confidential Information as that set forth in this Section.

When Contractor has fully performed Contractor's obligations under this Agreement, or at any other time upon Client's request, Contractor will return to Client (or at Client's option, destroy) all Confidential Information in tangible form that is in Contractor's possession.

The term “Confidential Information” means all information and materials relating to Client's or its Affiliates' business, in whatever form or medium, disclosed to or received by Contractor, whether visually, by perception, orally or in writing, whether disclosed before, on or after the Agreement Effective Date and whether or not specifically marked or otherwise identified as “Confidential” or “Proprietary,” including, without limitation, all summaries and notes prepared by or on behalf of Contractor, except that Confidential Information does not include any information Contractor demonstrates: (a) has become generally available to the public without breach of this Agreement, (b) Contractor later received from another person who did not violate any duty of confidentiality or (c) Contractor developed without use of any Confidential Information by persons who were not exposed to the Confidential Information.

7. Use of Work Product

Except as specifically set forth in writing and signed by all parties, Consultant shall possess all copyright and patent rights with respect to all materials developed under this agreement and any statements of work, and Client is hereby granted a non-exclusive license to use and employ such materials within the scope of their business.

8. Disputes

The parties agree that any disputes arising out of or relating to this agreement shall be submitted to arbitration conducted by the American Arbitration Association in accordance with their rules and the parties shall equally defray the arbitrators' fees.

The final arbitration decision shall be enforceable through the courts of the state of [Client.State]. In the event that this arbitration provision is held unenforceable by any court of competent jurisdiction, then this contract shall be as binding and enforceable as if this section 8 were not a part hereof.

9. Liability

Consultant warrants to Client that the materials and services to be delivered or provided hereunder, will be performed by qualified personnel. Special requirements for standard of work product or format shall be attached as an additional Exhibit and executed by all parties. Consultant makes no other warranties, whether written, oral or implied, including without limitation, warranty of fitness for purpose or merchantability.

In no event shall Consultant be liable for special or consequential damages, either in contract or tort, whether or not the possibility of such damages has been disclosed to Consultant in advance or could have been reasonably foreseen by Consultant, and in the event this limitation of damages is held unenforceable then the parties agree that by reason of the difficulty in foreseeing possible damages all liability to Client shall be limited to the cost of services.

10. Entire Agreement

This agreement constitutes the entire agreement between the parties hereto with respect to the the subject matter of this Agreement and supersedes all prior and contemporaneous understandings, agreements, and representations and warranties, both written and oral, with respect to such subject matter. Client acknowledges that it is entering into this Agreement solely on the basis of the representations contained herein.

11. Applicable Law

This Agreement shall be construed in accordance with and governed by the laws of the state of {{Client.BillingAddress.State}}.

12. Additional Work

Any additional work outside of the services detailed herein shall be detailed in a Statement of work and signed by all parties.

13. Notices

All notices, requests, consents, claims, demands, waivers, and other communications (each, a “Notice”) must be in writing and addressed to the Parties at the specified addresses. Notices can be delivered by personal delivery, overnight courier, facsimile, email, or certified/registered mail. A Notice is effective upon receipt by the receiving Party, provided the Party giving the Notice has met the requirements of this Section.

(i) Notices to Client should be sent to:

{{Client.BillingAddress.Street}}
{{Client.BillingAddress.Street2}}
{{Client.BillingAddress.City}}
{{Client.BillingAddress.State}}
{{Client.BillingAddress.Country}}
{{Client.BillingAddress.Zipcode}}
{{Client.Email}}
(ii) Notices to Consultant should be sent to:

{{MyCompany.BillingAddress.Street}}
{{MyCompany.BillingAddress.Street2}}
{{MyCompany.BillingAddress.City}}
{{MyCompany.BillingAddress.State}}
{{MyCompany.BillingAddress.Country}}
{{MyCompany.BillingAddress.Zipcode}}
{{MyCompany.Email}}

14. Termination

This Agreement may be terminated at any time by providing the other party (Number of days) days written notice. Upon termination Contractor will immediately stop work on the Project, and Client's sole liability will be to pay Contractor all undisputed amounts owing under this Agreement and any outstanding Statements of Work for Services performed as of the date of notice of termination. Contractor will deliver to Client any raw materials, components, work in process or finished Deliverables Client pays for under this provision.

15. Assignment

This Agreement may not be assigned by either party without the prior written consent of the other party. Except for the prohibition on assignment contained in the preceding sentence, this Agreement shall be binding upon and inure to the benefits of the heirs, successors and assigns of the parties hereto.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement to be effective as of the date first written above.

[Signature Block]
[Date]
[Signature Block]
[Date]
{{Document.Owner.Name}}
{{Document.Owner.JobTitle}}
{{MyCompany.Name}}
{{Client.Contact1.Name}}
{{Client.Contact1.JobTitle}}
{{Client.Name}}
No items found.

What will you get in the template?

Our consulting agreement template has been developed to help you create professional agreements quickly.

Scope of Consultant's Services
Confidentiality Clause
Applicable Law
Payment Terms
Dispute Resolution
Termination Procedures

Frequently asked questions

What is a consulting agreement?

A consulting agreement is a contract that outlines the working relationship between a business and a consultant. It includes details such as the services to be provided, compensation, project timeline, intellectual property rights, confidentiality obligations, and termination provisions. This document is crucial as it safeguards the interests of both parties and helps prevent potential disputes. The service agreement acts as a comprehensive guide for both the independent contractor and the client. 

How do I write a consultancy agreement?

Writing a consultancy agreement requires a keen eye for detail. You need to clearly define the scope of services, deliverables, timelines, compensation terms, payment schedules, and expenses. It is also important to address confidentiality and termination conditions. Including a dispute resolution mechanism is a good practice. 

However, crafting a comprehensive consultancy agreement can be time-consuming. To simplify this process, you can download our sample consulting agreement template and get started immediately. Remember, any changes to the agreement must be made with prior written consent from both parties.

What does a consulting agreement look like?

A consulting agreement is a formal document that sets the terms for a professional relationship between a consultant and a client. It specifies the scope of services, payment terms, confidentiality clauses, and the duration of the engagement. The agreement should also include details about the nature of the work, deliverables, timelines, fees, and expenses. Additional aspects like applicable law, termination notice conditions, and handling of extra work must also covered. 

A well-structured consulting agreement, like the one offered by Zomentum, clearly defines the responsibilities of both parties and includes dispute-resolution mechanisms to ensure a smooth, professional relationship. It also includes a confidentiality agreement to protect confidential information.

How do you structure a consulting deal?

Structuring a successful consulting deal involves a strategic approach that covers project scope, compensation, and contractual terms. A well-defined deal ensures clarity, mutual understanding, and a smooth project execution. Some important steps you must follow during the process are: 

  • Define the Scope of Work: Clearly outline the project objectives, deliverables, and timelines. 
  • Develop a Comprehensive Proposal: Create a detailed proposal that highlights the consultant's expertise and how it aligns with the project requirements.
  • Establish Compensation Terms: Determine a fair and mutually beneficial compensation structure. 
  • Protect Intellectual Property: Define ownership of intellectual property rights generated during the project.
  • Address Confidentiality: Implement strict confidentiality clauses to protect sensitive information.
  • Outline Contract Terms: Include provisions for termination, dispute resolution, and other relevant legal aspects like exclusivity, warranties, indemnification, disclosure and others.

The effective date of the agreement would be the date when both parties sign the contract.

Is a consulting agreement legally binding?

Yes, a consulting agreement is indeed a legally binding document. It clearly outlines the terms of the professional relationship between a consultant and a client. This agreement acts as a protective shield for both parties in case of a breach. Having a written agreement in place can save significant time and money, and it helps avoid misunderstandings or disputes that might arise during the project. 

Non-compliance with the agreement terms can lead to legal consequences, highlighting the importance of following the specified terms. It is important to note that the termination of this agreement can be done only through a written notice.

Why should I use a Consulting Agreement?

Using a Consulting Agreement is a good choice when hiring an external advisor or specialist. It helps both parties stay aligned on the work scope and compensation. It's a common business practice that ensures transparency and safeguards your company from potential disputes. 

This entire agreement sets clear expectations right from the start, creating a healthy and productive professional relationship. It also helps protect the client's business and its confidential information.

What type of contract is a consulting agreement?

A consulting agreement is essentially a service contract. It outlines the specific services that a consultant will provide to a client, along with the terms and conditions of their professional relationship. While it shares commonalities with other types of contracts, its emphasis on the provision of expert knowledge and advice sets it apart as a service-oriented agreement. 

This focus on service provision makes it a vital tool in the consulting industry, ensuring that the consultant's expertise is utilized effectively and ethically.

Are there any specific terms and conditions that should be highlighted in the consulting agreement template?

Yes, a good consulting contract should clearly define the services or products to be delivered. When reviewing a contract, leave no scope for assumptions. If you encounter undefined terms, unclear timelines, or vague descriptions of deliverables, ensure necessary details are added. 

Pay close attention to the compensation and payment terms. Review the payment structure, including rates (hourly, daily, project-based), invoicing schedule, and any reimbursable expenses. Also, the agreement should include confidentiality clauses to safeguard sensitive information disclosed during the consultancy. Also, consider including a clause about travel expenses if the consultant needs to travel as part of the services provided.

The agreement should also include a clause about disclosure of such information that is necessary for the consultant to perform the services. The consultant should agree to use this information only to perform the services.

Remember, any changes to the agreement must be made with prior written consent from both parties. All notices, including written notice of termination, should be sent via email or return receipt requested, and all receipts should be kept for records.

Invest your time in building client relationships,
not crafting sales proposals.

70%

reduce time to deal by

3min

build quotes in

6X

boost deal size by

85%

Average Win Rate on Proposals

3mins

Build Quotes with our AI Module

34%

Jump in Conversion Rate

More templates you might find useful
Get Up and Running with Deal-Winning Proposals in a Few Clicks
Quote Template
Create a flexible pricing structure suited for customers across all industries
Try this template
Consulting Proposal Template
Create a persuasive proposal that leads to business success
Try this template
Non-Disclosure Agreement Template
Safeguard your business interest and maintain secrecy with this NDA template
Try this template
Explore how Acme Inc is advancing through digital sales transformation

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

Free Consulting Agreement Template

Start your consulting journey with confidence using our free consulting agreement template. The sample consulting services agreement is customizable, user-friendly, and designed for the convenience of all parties involved.

Create an impactful agreement and drive your business growth with our ready-to-use consulting contract template.

What will you get in the template?

Scope of Consultant's Services
Payment Terms
Confidentiality Clause
Dispute Resolution
Applicable Law
Termination Procedures
No items found.
The template is in transit. We've sent the PDF to your inbox.
Download Now

Drive Partner Growth and Boost Your Revenue

Optimize sales at the heart of all you do. Join the PRM+ that puts revenue and partners first.

Get a Demo

Join leading IT Partners who use Zomentum to design their proposals and close deals faster

Get a Demo
Shorten Sales Cycle
Close More Deals
Increase Revenue
Shorten Sales Cycle
Close More Deals
Increase Revenue
Close