General Consulting Retainer Agreement Template

This General Consulting Retainer Agreement Template is a professionally drafted contract designed to formalize ongoing consulting relationships. Whether you’re offering business strategy, marketing, operations, finance, or general consulting services, this template clearly lays out the expectations, fees, deliverables, and terms — so both Consultant and Client know exactly where they stand.

Key Features of the Template

Scope & Services Defined
Clearly describes what consulting services are included (and what is not), reducing ambiguity and ensuring both sides agree on the deliverables.
Retainer Fee & Payment Structure
Sets out monthly or periodic retainer fees, hours covered, plus how extra work is billed. Ensures predictable income and clarity around payments.
Term & Termination
Specifies how long the retainer covers, with options for renewal or early termination, plus notice periods — protects both parties.
Confidentiality & Intellectual Property
Ensures sensitive information is safeguarded; clarifies ownership of work products, reports, or other deliverables created during the engagement.
Independent Contractor Relationship
Explicitly states that the consultant is not an employee, defining responsibilities regarding taxes, benefits, and liabilities.
Liability, Governing Law, and Miscellaneous Clauses
Includes standard legal protections, choice of law, and general provisions to handle disputes, expenses, and other practical matters.

Why Use This Template

Professional & Comprehensive: Covers all essential elements of a consulting retainer — payment, services, confidentiality, termination, etc.
Save Time: Ready to use; just fill in your specifics (names, amounts, deliverables) rather than drafting from scratch.
Reduce Risk: Clear contract terms reduce misunderstandings, disputes, and potential legal issues.
Customizable: Can be adapted to different consulting fields, durations, and jurisdictions.