Consulting Agreement Template
1. Fees and Payment Terms
Client shall pay Consultant a fee of [Amount], payable [hourly/fixed-fee/monthly/milestone], within [number] days of receiving an invoice.
Rate/Unit: [If hourly, $Amount per hour/day].
Retainer: [If any, amount and how it is applied to invoices].
Expenses: [No expenses reimbursed / reimbursed if pre-approved in writing by the Client].
Services: [Brief description of consulting services].
Inputs: [Data/access/people/time commitments provided by Client].
Process: [Analysis/workshops/drafting/advisory sessions].
Outputs: [Reports/playbooks/training/decks], delivered as: [formats/links].
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 Items: [Final deliverables], [access removal], [final invoice].
5. Independent Contractor
Consultant is an independent contractor and not an employee of the Client.
Taxes and Withholding: [Client will not withhold / other].
6. Confidentiality
Consultant agrees to keep all information received during the course of the engagement confidential and not to disclose such information to third parties without prior written consent from the Client.
7. Intellectual Property, Non-Solicitation, Liability, and General Terms
Intellectual Property: All work product developed in connection with the Services shall be the exclusive property of the Client unless otherwise agreed in writing.
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 Texas.
Entire Agreement: This Agreement constitutes the entire understanding between the parties and supersedes all prior discussions.
8. Invoice Schedule Table (Module)
Invoice # | Invoice Date | Covered Work Period/Milestone | Amount | Payment Due Date |
[1] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
[2] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
[3] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
Invoice # | Invoice Date | Covered Work Period/Milestone | Amount | Payment Due Date |
[1] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
[2] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
[3] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
Invoice #
Invoice Date
Covered Work Period/Milestone
Amount
Payment Due Date
[1]
[MM/DD/YYYY]
[Period/Milestone]
$[Amount]
[2]
[3]
9. Expense Authorization (Module)
Expense Approval Contact: [Name/Title].
Approval Method: [Email], with reference: [Project ID].
Expense Documentation: [Receipt link/Invoice attachment].
10. Signatures
Client: ______________________________ Date: _________ Name: [Name] Title: [Title]
Consultant: ___________________________ Date: _________ Name: [Name] Title: [Title]
Client Finance Approval (Acknowledgment): ___________________________ Date: _________ Name: [Name] Title: [Title]
Invoice # | Invoice Date | Covered Work Period/Milestone | Amount | Payment Due Date |
[1] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
[2] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
[3] | [MM/DD/YYYY] | [Period/Milestone] | $[Amount] | [MM/DD/YYYY] |
