Consulting Agreement Template
1. Work Product and Intellectual Property (Problem -> Approach -> Deliverables)
Problem/Goal: [Problem statement or project goal].
Approach: [Consulting approach].
Deliverables: [Deliverable list in sentence form].
Ownership: All work product developed in connection with the Services shall be the exclusive property of the Client unless otherwise agreed in writing.
Background Materials: [Consultant pre-existing tools/templates], with license terms: [License scope/duration].
2. Services
Consultant agrees to provide the following consulting services (the “Services”): [Brief description of consulting services to be provided].
3. Parties and Agreement Date
This Consulting Agreement (the “Agreement”) is entered into as of [Date], by and between Client: [Client’s Full Name / Company Name], Address: [Client’s Address], and Consultant: [Consultant’s Full Name / Company Name], Address: [Consultant’s Address].
4. Term and Termination
This Agreement shall begin on [Start Date] and will continue until [End Date] unless terminated by either party with [number] days’ written notice.
Closeout Deliverables: [Final package], [transfer notes], [access removal].
5. Fees, Payment, and Expenses
Client shall pay Consultant a fee of [Amount], payable [hourly/monthly/upon completion/milestone], within [number] days of receiving an invoice.
Additional expenses must be pre-approved in writing by the Client.
6. Confidentiality and Independent Contractor
Confidentiality: Consultant agrees to keep information received during the engagement confidential and not to disclose it without prior written consent from the Client.
Independent Contractor: Consultant is an independent contractor and not an employee of the Client.
7. Non-Solicitation, Liability, and General Terms
Non-Solicitation: Consultant agrees not to solicit or hire the Client’s employees, contractors, or customers for [X months/years] following termination.
Limitation of Liability: Consultant’s liability under this Agreement shall be limited to the amount paid by the Client for the Services under this Agreement.
Governing Law: This Agreement shall be governed by the laws of Illinois.
Entire Agreement: This Agreement constitutes the entire understanding between the parties and supersedes all prior discussions.
8. Work Product Register Table (Module)
Work Product | Created By | Date Delivered | Ownership Treatment | Delivery Method/Location |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
Work Product | Created By | Date Delivered | Ownership Treatment | Delivery Method/Location |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
Work Product
Created By
Date Delivered
Ownership Treatment
Delivery Method/Location
[Work Product]
[Name/Role]
[MM/DD/YYYY]
[Assigned/Licensed/Other]
[Email/Drive/Portal link]
Subcontractors: [If any, permitted/not permitted], with confidentiality requirements: [same terms/other].
Tools and Accounts: [Client-provided accounts], [Consultant-provided tools], [handoff/termination of access].
10. Signatures
Client: ______________________________ Date: _________ Name: [Name] Title: [Title]
Consultant: ___________________________ Date: _________ Name: [Name] Title: [Title]
Client Records Custodian (Acknowledgment): ___________________________ Date: _________ Name: [Name] Title: [Title]
Work Product | Created By | Date Delivered | Ownership Treatment | Delivery Method/Location |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |
[Work Product] | [Name/Role] | [MM/DD/YYYY] | [Assigned/Licensed/Other] | [Email/Drive/Portal link] |