This Digital Transformation Consulting Retainer Agreement template is your blueprint for forging an ongoing, high-impact partnership between organizations undergoing digital transformation and their external consultants. Whether you're streamlining operations, implementing new technologies (cloud, AI, automation), or guiding change management efforts, this agreement sets out transparent expectations and protections for both sides.
Key Features of this Template
- Clear Scope & Deliverables
Defines the consultant’s responsibilities—technology assessments, process redesign, training, roadmaps, performance tracking—so both parties know what success looks like. - Retainer Fee & Billing Structure
Includes fixed retainer payments plus terms for additional work outside scope—ensuring fairness and budget clarity. - Term, Renewal & Termination Provisions
Covers initial duration, notice periods, and payment obligations in case of early termination. - Intellectual Property & Confidentiality Protections
Clarifies who owns what, including pre-existing tools vs. deliverables produced under the agreement, and ensures sensitive data remains protected. - Liability, Indemnification & Dispute Resolution
Helps manage risk and provides mechanisms in case of disagreements or unexpected issues. - Independent Contractor Status
Makes explicit that the consultant is not an employee—important for tax, legal, compliance matters.
Why Use This Template
- Save Time & Avoid Oversights — Covers all essential clauses; less back-and-forth for legal drafting.
- Professionalism — Standardized, well-organized; instills confidence.
- Customizable — Text is structured for easy editing to match your specific project, jurisdiction, or consulting style.
How to Use It
- Replace [Bracketed Placeholder Text] with your actual names, dates, payment amounts, etc.
- Review and adapt jurisdiction, governing law, and dispute resolution clauses to align with your location and legal preferences.
- If needed, insert additional sections specific to your project (for example, site access, API integrations, external vendor coordination, etc.).
Download now to begin customizing your Digital Transformation retainer agreement — set up a strong foundation so your consulting engagement runs smoothly and delivers value.
