Why download this template?
If you’re a business owner, executive, or consultant looking to formalize a management consulting relationship — this ready-to-use template gives you everything you need. It’s professionally drafted, clear and structured, and designed to help you avoid ambiguity while securing value from the consulting engagement.
What’s included
- A full-length agreement covering all key areas: scope of services, term of engagement, payment and reimbursement, confidentiality, intellectual property, performance standards, termination, and more.
- Easy-to-complete placeholders so you can plug in your specific names, dates, fees, deliverables, and other terms without reinventing the wheel.
- Guidance notes (hidden or commented) to prompt you on common issues: independent contractor status, indemnification, deliverables ownership, and how to manage expectations.
- Optional attachments/exhibits: e.g., Exhibit A (detailed scope of work), Exhibit B (payment schedule), Exhibit C (confidentiality addendum) — so you can expand the agreement in modular fashion as your project demands.
Who should use this template?
- Consultants and advisors entering into a new engagement with a client and wanting a clean, professional contract.
- Businesses hiring external consulting services and wishing to clearly define deliverables, fees, confidentiality and IP rights.
- In-house legal or operations teams looking for a solid boilerplate to adapt for internal use, saving time and reducing risk in each new consulting deal.
Key benefits
- Clarity & professionalism: Both parties know exactly what is expected — scope, timelines, payment terms, deliverables and ownership.
- Risk reduction: By addressing confidentiality, independent contractor status, intellectual property rights and termination, you’re laying down safeguards before the work begins.
- Time savings & cost-efficiency: You don’t have to start from scratch or pay for a custom-drafted agreement each time. A reliable template means faster setup.
- Flexibility: The template is designed to be edited and adapted — whether your engagement is month-by-month, project-specific or long-term.
How it works
- Download the template in your preferred format (Word, PDF).
- Fill in the key blanks: names of the parties, start and end dates, fee structure, scope of services specifics, exhibits if needed.
- Review the terms with your client or consultant to ensure mutual understanding and agreement.
- Both parties sign (and date) the agreement. Maintain a copy for your records.
- If you attach Exhibits (scope, payment schedule…) you can tailor those to your project and attach them to this master agreement.
