Professionally drafted • Word & PDF formats • Fully editable
Why this template
As an independent consultant or consulting firm, ongoing client engagements often benefit from a retainer model — predictable revenue, deeper client relationship, and clear scope of work. But you still need a solid legal framework.
This template gives you exactly that. It’s tailored for retainer-based consulting arrangements and ensures both you and your client are clear on terms, deliverables, payment, confidentiality, IP, and termination.
Ideal for: Strategy consultants, business development advisors, project-management professionals, HR/organisational advisors, marketing & branding consultants.
What you’ll get
- A clean, professional Agreement in Microsoft Word (DOCX) + PDF format for immediate use.
- Fully editable: customise names, scope, fee, term, payment terms, hourly rates for excess hours, termination notice, etc.
- Key sections included: scope of services, retainer fee & payment, term & termination, intellectual property, confidentiality, independent contractor status, limitation of liability, dispute resolution, and governing law.
- Optional exhibits suggested: “Exhibit A – Service Scope”, “Exhibit B – Payment Schedule”, “Exhibit C – Confidentiality Addendum”.
Key benefits
- Saves hours of drafting from scratch: plug in your client names, numbers, and you’re done.
- Helps avoid misunderstandings: clear terms mean fewer disputes or grey areas.
- Looks professional: ready to send to clients, instilling confidence.
- Flexible: monthly retainer? Quarterly? Fixed hours? You can adjust to your business model.
- Suitable for use in Pakistan or internationally (just update governing law and local references appropriately).
How to use it
- Download the ZIP file containing the Word + PDF.
- Open in Word (or Google Docs) and fill in the client, consultant, effective date, scope, fee, hourly rate, term, etc.
- Decide whether you’ll include the optional exhibits — customise them if you do.
- Review payment terms (e.g., bank transfer, PayPal) and late-payment penal, ty if any.
- For Pakistan or your jurisdiction: verify governing law, dispute resolution (may prefer arbitration or mediation locally).
- Send to your client for review, signature (wet-signature or e-signature), and countersign.
- Store executed copy in your records, track renewal/termination dates.
Who is this for
- Independent consultants who want monthly retainer contracts rather than one-off projects.
- Consulting firms offering ongoing advisory, support, or implementation services.
- Freelancers who want to move from hourly ad-hoc work to predictable retainer income.
- Clients who wish to engage a consultant on an ongoing basis and want a clean legal structure from the start.
