Free consulting agreement template

Define the engagement, fees, and confidentiality for your advisory work. No sign-up, unlimited, and private.

Provider (you)

Client

Agreement

Services / scope of work

Payment

Timeline

Clauses

Tick the standard protections to include. Pro clauses (NDA, non-solicitation, indemnification) unlock with Plainvo Pro.

Signatures & notes

An agreement for consultants

Advisory work needs clear boundaries: what’s in scope, how and when you’re paid, and how confidential information is handled. This template sets out the engagement, the fee or retainer, confidentiality, and ownership of any deliverables — with optional NDA and indemnification clauses for sensitive engagements.

What it covers

Frequently asked questions

How does this agreement protect confidential information?

It includes a confidentiality clause covering the sensitive business information you encounter during the engagement, with an optional standalone NDA for higher-stakes work. This reassures clients you will protect their data and sets clear expectations about what can and cannot be shared afterward.

Does the contract confirm I am an independent contractor?

Yes, it states you are an independent contractor, not an employee, and are responsible for your own taxes, insurance, and tools. This status clause helps avoid misclassification confusion and clarifies that the client is not withholding tax or providing employee benefits.

How are fees, retainers, and expenses handled?

You set the engagement as an hourly rate, fixed fee, or monthly retainer, with payment terms and a due date. The template can also specify which expenses are reimbursable, so travel or third-party costs are agreed in advance rather than disputed on the invoice.

Related templates

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