Consulting agreement template
Sign this once, then issue a statement of work for each engagement. That structure is worth more than any single clause: the second project starts with an email and a one-page SOW instead of another three weeks in the client's procurement queue.
Free to copy and use. Nothing to download, no email required. Replace anything in [SQUARE BRACKETS] with your own details.
Master agreement plus SOWs, not one contract per project
The master agreement holds the terms that never change — confidentiality, IP, liability, law. Each SOW holds what does change: objective, deliverables, dates, fees. Legal reviews the master once. After that, the sales cycle for follow-on work is a signature on a page instead of a fresh negotiation, which is where most of the value of consulting relationships actually lives.
Split the IP: their deliverables, your frameworks
The client owns the report, the model, and the roadmap you built for them. You keep the frameworks, templates, and methods you brought — otherwise every engagement quietly transfers your practice to a client who will not use it. The clean formulation is assignment of deliverables plus a perpetual internal-use licence for embedded background IP.
Keep the non-solicit mutual and modest
Clients often ask for a clause stopping you from working with their competitors. That is usually unreasonable for an independent consultant whose entire expertise is sector-specific — offer instead a confidentiality commitment and, if pressed, a narrow exclusivity for a named list and a fixed period, paid for. Where you do include a non-solicit on hiring, keep it mutual and short: [12] months, direct hires only.
Non-competes and classification are where this breaks
Independent-contractor classification tests, non-solicit and non-compete enforceability, professional indemnity requirements, and limits on liability caps vary enormously by jurisdiction — several places void non-competes entirely. Have a lawyer where you practise review this before it becomes the standard paper you send to every client.
The contract template
Copy the whole thing, or select the parts you need. The numbers and dates are examples — change them to yours before sending anything.
Consulting agreement template
CONSULTING SERVICES AGREEMENT
Made on [2026-02-02] between:
CLIENT: [Client legal entity name], of [registered address] ("Client")
CONSULTANT: [Your legal name or firm], of [address] ("Consultant")
1. STRUCTURE
1.1 This agreement sets the terms for all consulting work Consultant
performs for Client.
1.2 Each engagement is described in a separate statement of work
("SOW") signed by both parties, setting out objectives,
deliverables, dates, fees, and any engagement-specific terms.
1.3 Each SOW is governed by this agreement. If they conflict, this
agreement wins, unless the SOW says expressly that it overrides a
numbered clause here.
1.4 This agreement does not oblige Client to commission any work, or
Consultant to accept any.
2. SERVICES
2.1 Consultant will perform each SOW with the skill, care, and diligence
expected of a competent professional in this field.
2.2 Consultant will comply with Client's reasonable site rules and
security policies when working at Client's premises or on Client's
systems.
2.3 Consultant may use subcontractors with Client's prior written
consent, and remains fully responsible for their work and for their
compliance with this agreement.
3. FEES AND PAYMENT
3.1 Fees are as stated in each SOW, on one of these bases:
· Fixed fee for defined deliverables;
· Day rate of $[1,800.00], minimum [half] day, billed in [half]-day
increments;
· Monthly retainer of $[6,000.00] covering up to [4] days per month.
3.2 Retainers: unused days [do not roll over] / [roll over for one month
only]. Days beyond the retainer are billed at the day rate in 3.1.
A retainer is invoiced in advance, on the [1st] of each month.
3.3 Invoices are payable within [30] days.
3.4 Late payment accrues interest at [1.5]% per month, or the maximum
permitted by law in [jurisdiction] if lower. Consultant may suspend
services on written notice while an invoice is more than [21] days
overdue.
3.5 Expenses over $[150.00] are approved in advance and reimbursed at
cost with receipts. Travel time beyond [90] minutes each way is
billed at [50]% of the day rate.
3.6 Fees are exclusive of [sales tax / VAT], added where applicable.
4. CLIENT OBLIGATIONS
4.1 Client names an executive sponsor and a day-to-day contact for each
SOW, and gives Consultant the access, data, and introductions the
SOW requires.
4.2 Client responds to requests for information or approval within [5]
business days.
4.3 If Client's obligations are late, dates in the SOW move by at least
the length of the delay, and Consultant may invoice for work already
performed.
4.4 Client is responsible for its own decisions, and for the accuracy of
the information it gives Consultant.
5. INTELLECTUAL PROPERTY
5.1 On payment in full, Consultant assigns to Client all intellectual
property rights in the deliverables created specifically for Client
under a SOW.
5.2 Consultant retains ownership of its background IP: frameworks,
models, methodologies, templates, tools, and know-how existing
before the engagement or developed independently of it. Client
receives a perpetual, worldwide, royalty-free, non-exclusive licence
to use background IP internally to the extent it is embedded in a
deliverable.
5.3 Consultant may continue to use the general skills, experience, and
know-how gained, provided nothing confidential to Client is
disclosed or reused.
5.4 Neither party may use the other's name, logo, or trade marks
publicly without written consent, except that Consultant may list
Client's name and a factual description of the engagement in a
credentials list after [the engagement ends].
6. CONFIDENTIALITY
6.1 Each party will keep the other's confidential information private,
use it only to perform this agreement, disclose it only to people
who need it and are bound by equivalent duties, and protect it at
least as carefully as its own.
6.2 This applies for [5] years after the last SOW ends, and
indefinitely for trade secrets and personal data.
6.3 It does not apply to information that is public without fault, was
already lawfully known, is independently developed, or must be
disclosed by law — in which case the other party is notified first
where legally permitted.
6.4 On request at the end of an engagement, each party returns or
deletes the other's confidential information, except one archival
copy retained for legal and professional-records purposes.
7. DATA PROTECTION
Where Consultant processes personal data on Client's behalf, it does so
only on Client's documented instructions, applies appropriate technical
and organisational measures, and will notify Client without undue delay
of any suspected breach. Where required, the parties will sign a data
processing agreement, which takes precedence on data matters.
8. INDEPENDENT CONTRACTOR
8.1 Consultant is an independent contractor, not an employee, worker,
partner, or agent of Client. Nothing here creates a partnership or
joint venture.
8.2 Consultant controls how, when, and where services are performed,
supplies their own equipment, and may serve other clients —
including others in Client's sector — subject to clause 6.
8.3 Consultant is responsible for their own taxes, national insurance or
equivalent contributions, benefits, and insurance, and will
indemnify Client against claims arising from Consultant's failure to
account for them.
8.4 Consultant maintains [professional indemnity insurance of
$[1,000,000]] and [public liability insurance of $[1,000,000]], and
will provide certificates on request.
9. NON-SOLICITATION
9.1 During each engagement and for [12] months afterwards, neither party
will directly solicit for employment any individual who was
materially involved in the engagement on the other side.
9.2 This does not prevent general recruitment advertising, or hiring
someone who applies in response to it.
9.3 Nothing in this agreement restricts Consultant from working for any
other client, including in Client's industry. Any exclusivity must
be agreed in a SOW, for a named list and a fixed period, and paid
for separately.
10. RESULTS AND LIABILITY
10.1 Consultant provides advice and analysis. Consultant does not
guarantee any business outcome — revenue, cost, retention,
valuation, funding, or otherwise — because those depend on
Client's execution and on market conditions neither party
controls.
10.2 Consultant is not providing legal, tax, accounting, regulatory,
or investment advice, and Client should take its own from
licensed advisers.
10.3 Client remains responsible for its own decisions and for any
action it takes on Consultant's recommendations.
10.4 Neither party is liable for indirect or consequential loss,
including lost profits, lost savings, or lost opportunity.
10.5 Consultant's total liability for all claims under this agreement
and all SOWs is limited to the fees paid by Client in the [12]
months before the claim arose.
10.6 Nothing limits liability for fraud, for death or personal injury
caused by negligence, or for anything that cannot lawfully be
limited.
11. TERM AND TERMINATION
11.1 This agreement runs from the date above until terminated.
11.2 Either party may terminate this agreement on [30] days written
notice. Termination does not end a SOW already in progress unless
the notice says so.
11.3 Either party may terminate a SOW on [15] days written notice, or
immediately for a material breach not fixed within [10] business
days of written notice.
11.4 On termination of a SOW, Client pays for all services performed
and all committed non-cancellable costs to that date. Consultant
hands over work in progress in its current state.
11.5 Clauses 5, 6, 7, 9, 10, and 12 survive termination.
12. GENERAL
12.1 Governing law: [jurisdiction]. Exclusive jurisdiction of its
courts.
12.2 Disputes: the parties will attempt to resolve any dispute through
a good-faith discussion between senior representatives within
[15] business days before starting proceedings.
12.3 Force majeure: neither party is liable for delay caused by events
outside its reasonable control, with prompt notice and reasonable
mitigation.
12.4 Notices are given by email to the addresses below and are deemed
received on the next business day.
12.5 Changes must be in writing and signed by both parties.
12.6 Neither party may assign this agreement without the other's
written consent, not to be unreasonably withheld.
12.7 This agreement and the SOWs issued under it are the whole
agreement between the parties.
12.8 If any clause is unenforceable, it is limited to the minimum
extent necessary and the rest stays in force.
CLIENT CONSULTANT
Name: ______________________ Name: ______________________
Title: _____________________ Title: _____________________
Email: _____________________ Email: _____________________
Signature: _________________ Signature: _________________
Date: ______________________ Date: ______________________Generate the agreement from your project in PaloWorks
On Pro, PaloWorks generates a project agreement with the client, project, deliverables, revision rounds, timeline, and fee filled in from your scope — from its default agreement or one of 5 starter templates (design retainer, web & app development project, photography shoot, consulting engagement, mutual nda). You edit it as plain text before sending, and your client signs it online. It does not import this page's wording: paste in any clause you want to keep.
Free for one client and three active projects. Pro is $19/mo for unlimited clients and projects.
Use this with
Scope of work
Consulting statement of work
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A discovery questionnaire that surfaces the real problem, the sponsor, prior attempts, data access, decision criteria, and what would make the engagement fail.
Contract
Freelance contract template
A plain-English freelance agreement covering payment, revisions, IP assignment on final payment, kill fee, termination, and liability limits.
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