Client work · Template

Consulting agreement template (Plain English)

A consulting agreement sets out advice and expertise you provide to a client, billed by the day, the month or the project. Describe your deal in a sentence and Lex drafts it, with Plain English beside every clause.

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Free for the other side

Lex drafts it in Plain English beside the legal wording. Share one link; both sides agree and sign.

What is a consulting agreement?

A consulting agreement covers advice rather than a finished product: strategy, reviews, workshops, an expert on call. Because the output is often a recommendation, it usually spends less time on deliverables and more on time commitment, fees and expenses, confidentiality and a clear line that the client decides what to do with the advice. Consultancy agreement is the more common name in the UK.

Also called: consultancy agreement, consultancy contract, consulting agreement, consulting contract.

What are you deciding in a consulting agreement?

  • The topics and the time you will give (days per month, hours, a fixed project)
  • Day rate or monthly fee, and which expenses are covered
  • Confidentiality of what you learn
  • Who owns reports and materials you produce
  • Notice to end the arrangement

The clauses, in Plain English

Example wording Lex starts from, with what each clause means. Your draft is written around your deal, so the wording changes with it.

Legal wording · example

1Fees and expenses

The Client shall pay [rate] per day, invoiced monthly in arrears, plus reasonable expenses approved in advance in writing.

In Plain English

You bill your days at the end of each month, and the client pays agreed expenses they okayed first.

How this clause works →

Legal wording · example

2Confidentiality

The Consultant shall not disclose the Client's confidential information except to the extent required by law.

In Plain English

You keep the client's information private unless the law makes you share it.

How this clause works →

Legal wording · example

3Reliance

The Client is responsible for decisions it takes based on the Services. The Consultant's liability is limited to the fees paid in the [3] months before the claim.

In Plain English

The client decides what to do with your advice; if something goes wrong, your liability is capped.

How this clause works →

Legal wording · example

4Termination

Either party may end this agreement on [30] days' written notice.

In Plain English

Either side can stop with a month's written notice.

How this clause works →

Does the law where you are change a consulting agreement?

The governing-law clause decides which legal system reads the contract. Some rules, such as how documents are signed, time limits for claims and terms that cannot be excluded, differ by place. These pages cite the legislation:

Frequently asked questions

Is there a consulting agreement file to download?

No, there is no blank Word or PDF file. You describe the deal in a sentence, Lex drafts the consulting agreement with your details already in it, and you share one link. The other side reads it in Plain English, suggests changes and signs in the browser, free.

What is the difference between a consulting agreement and a contractor agreement?

They overlap. A consulting agreement focuses on advice and expertise; a contractor agreement usually covers hands-on work and deliverables. Both describe an independent business, not an employee.

Should a consulting agreement be on a retainer?

If the client wants you available every month, a retainer (a monthly fee for set time) is common. For one-off projects, a fixed fee or day rate is usually simpler.

Who owns a consultant's report?

Whoever the contract says. Commonly the client owns the final report, and the consultant keeps their methods, frameworks and know-how.