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Consultancy Agreement Editor

Fill in the details below to generate your customized UK consultancy agreement

🎯 What type of consulting do you provide?

Select your industry to auto-fill sensible defaults. You can customise every field afterwards.

? Choose the closest match — this sets sensible defaults for fee structure, IP ownership, insurance, and other terms. All fields remain fully editable.

🏢 Parties to the Agreement

Optional - Find at Companies House

📋 Agreement Details

? Fixed-term agreements have a specific end date. Open-ended continue until terminated by either party with notice.

💼 Services and Scope

Be specific about deliverables, timelines, and expectations
? Specify whether services are provided remotely, at client's premises, consultant's office, or a mix.
Optional but recommended for scope clarity

💷 Fees and Payment Terms

? Fixed fee for entire project, monthly retainer, daily/hourly rate, or milestone-based payments.
? Number of days after invoice date that payment is due. 30 days is standard in UK business.
? If consultant is VAT-registered, VAT must be added to all fees. Current UK VAT rate is 20%.

💳 Expenses

? Whether client reimburses reasonable expenses like travel, accommodation, materials. Should require pre-approval for expenses over certain amount.

💡 Intellectual Property Rights

? For deliverable-based work, specify who owns the work product. For advisory/coaching services with no tangible deliverables, select N/A to exclude this section entirely.
? Consultant's existing materials, tools, methodologies brought to the project. Consultant typically retains ownership but grants licence to client.

🔒 Confidentiality and Data Protection

? Standard protects general business info. High level for sensitive commercial data, trade secrets, or regulated industries.
? Under UK GDPR, if consultant processes personal data, they're usually a data processor. Important for GDPR compliance.

🛡️ Insurance and Liability

? PI insurance protects against claims of professional negligence. Essential for most consulting work. Typical cover: £1-10 million depending on sector.
? Maximum amount consultant is liable for. Often capped at total fees paid or insurance cover amount. Protects consultant from unlimited liability.

📋 Termination and Notice

? How much advance notice either party must give to end the agreement. Longer for retainers, shorter for project-based work.
? Circumstances allowing immediate termination without notice: material breach, insolvency, gross negligence, breach of confidentiality.

📝 Additional Terms

? Whether consultant can work for competitors during or after engagement. Must be reasonable to be enforceable. Usually 6-12 months max.
? Whether consultant can delegate work to subcontractors or assign contract to another party. Most clients require prior approval.

Your Agreement is Ready

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Export to Word for bespoke situations where additional customization or manual editing is required beyond the standard template.

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