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Consulting Agreement Document Template

Outlines the services provided by a consultant and the terms of compensation and confidentiality.

Consulting Agreement

Purpose: This Consulting Agreement outlines the relationship between a consultant and a client, specifying the scope of services, compensation, confidentiality terms, and other agreed-upon conditions.

1. Parties

This Consulting Agreement (“Agreement”) is entered into as of {agreementDate}, by and between {clientName}, with principal offices located at {clientAddress} (“Client”), and {consultantName}, located at {consultantAddress} (“Consultant”).

2. Services

The Consultant agrees to perform the following services for the Client:

{#services}

  • {description}

{/services}

3. Term

This Agreement shall commence on {startDate} and shall continue in effect until {endDate}, unless terminated earlier as provided herein.

4. Compensation

The Client agrees to compensate the Consultant as follows:

Rate: {rate} per {unit}

Payment Terms: {paymentTerms}

5. Expenses

The Client shall reimburse Consultant for the following pre-approved expenses incurred in connection with this Agreement:

{#expenses}

  • {itemName} - {amount}

{/expenses}

6. Confidentiality

The Consultant agrees to maintain in strict confidence all confidential and proprietary information disclosed by the Client, and not to use such information for any purpose other than the performance of services under this Agreement.

7. Independent Contractor

The Consultant shall perform all services under this Agreement as an independent contractor and not as an employee or agent of the Client.

8. Termination

Either party may terminate this Agreement with {terminationNotice} days written notice to the other party.

{#terminationReasons}

  • {reason}

{/terminationReasons}

9. Ownership of Work Product

All work products and deliverables developed by the Consultant in connection with the services provided under this Agreement shall be the sole property of the Client.

10. Governing Law

This Agreement shall be governed by the laws of the State of {state}, without regard to its conflict of laws principles.

11. Entire Agreement

This Agreement represents the entire understanding between the parties and supersedes all prior discussions or agreements, oral or written.

12. Signatures

Party Name Title Date
{#signatures}{party}{name}{title}{date}{/signatures}

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Use Cases

Automate Consulting Agreement Using Forms

collect client details to generate consulting agreement via online form
create consulting contract from intake form for freelance consultants
generate personalized consulting agreement using shareable web form
automate consultant onboarding with a digital form for contract creation
build consulting agreement template with client input from embeddable form

Generate Consulting Agreement Using APIs

trigger consulting agreement generation via CRM API integration
generate consulting contracts from project management software via API
create consulting agreement from client onboarding workflow using API
automatically generate consulting contract when consultant is added in HR system
produce signed consulting agreement via API call from client portal

Integrations / Automations

automate consulting contract creation with Zapier from Airtable data
generate consulting agreement from Salesforce lead using Make automation
auto-create consulting contracts from Google Sheets using Zapier
send consulting agreement for e-signing via DocuSign integration
create and store consulting agreements in Dropbox via workflow automation

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