Consulting Agreement for Client (Principal)

Key Points and English Template

On this page, we provide you with an overview of the most important aspects of a Consulting Agreement for Client in Switzerland, including the elements to be taken into account when drawing up the agreement.

Subsequently, we will provide you with a legally compliant template of a Consulting Agreement for Client  under Swiss law.

Use a Consulting Agreement for Client if...

… your business requires expert knowledge from an external advisor

… an expert is providing you with advice and you need to formalize your arrangements, including the expert’s fees. The agreement is also suitable for agile project management

Key Points of a Consulting Agreement for Client:

What is a Consulting Agreement for Client?

Under a consulting agreement (or “consultancy agreement”), a company hires the services of a consultancy or a consultant

The consultant provides its expertise and advice and/or performs a project as an independent contractor against an agreed fee. Though it is an outsider, the consultant will have access to the company’s offices, proprietary and confidential information, clients, employees, projects, etc. 

On the other hand, the company will gain insight into the consultant’s proprietary know-how. Therefore, it is paramount that all information exchanged during the agreement remains highly confidential

Both the company and the consultant are thus well-advised to have a written agreement in place stating clearly what happens with any deliverable and, depending on the services, whether the consultant will be restricted from talking to the company’s clients or employees during and after the end of the agreement. 

Furthermore, to avoid any misunderstanding or conflict, the scope of the services and the liability of the consultant in case anything goes wrong should be drafted in a way that should leave no room for interpretation.

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All our templates have been checked and validated by renowned Swiss lawyers. They are constantly updated according to legal practice.

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