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Consulting Agreement for Client (Principal)

Key points and template

Approovd helps you to create a legally compliant consulting agreement easily and in just a few minutes. For only CHF 89 per document.

Key Points Included in This Consulting Agreement for Client

Scope and description of the services to be provided
How much and how often the consultant will be paid, including out-of-pocket expenses
Whether the consultant will be restricted from working with competing businesses or soliciting your employees, and if so, how long those restrictions apply
Ownership of intellectual property rights resulting from the consultant’s services
What information should be protected and for how long
Whether the consultant’s liability will be limited and if so to what amount
Possibility to upload the service description and the price arrangement separately as an attachment

Use This 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. This contract is also suitable for agile project management

What is a Consulting Agreement for Client?

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