Select your industry to auto-fill sensible defaults — you can customise everything afterwards
💼
Management Consultant
📊
Strategy & Business Advisor
👥
HR & People Consultant
💰
Financial Consultant
💻
IT & Tech Consultant
🔧
Engineering Consultant
🎨
Marketing & Brand Consultant
🎓
Trainer / Executive Coach
📋
Other Consulting
🏢
What is the client's company name?
The business hiring the consultant
📍
What is the client's registered address?
Full business address including postcode
👤
What is the consultant's name or business name?
Individual name or company name providing services
🏠
What is the consultant's address?
Business or residential address including postcode
📅
When is the agreement dated?
The official date this agreement is made
🚀
When does the consultancy begin?
The date services will start
⏱️
What is the agreement duration?
Fixed-term or open-ended engagement
Fixed-term: Agreement has a specific end date Open-ended: Continues until terminated by either party
📊
3 Months Fixed-Term
📈
6 Months Fixed-Term
📆
12 Months Fixed-Term
♾️
Open-Ended
✏️
Custom Period
💼
What services will be provided?
Detailed description of the consultancy work
💡 Be specific about deliverables, timelines, and expectations
📍
Where will services be provided?
Choose the primary work location
💻
Primarily Remote
🏢
At Client's Premises
🏛️
At Consultant's Office
🔄
Hybrid (Mixed)
💷
How will the consultant be paid?
Choose the fee structure
💰
Fixed Fee (Total Project)
📅
Monthly Retainer
📆
Daily Rate
⏱️
Hourly Rate
🎯
Milestone- Based
💳
What are the fee details?
Specify amounts and payment terms
📊
VAT status and payment terms?
Tax and payment deadline details
Payment terms = days after invoice date that payment is due. 30 days is standard in UK.
💳
Will expenses be reimbursed?
Travel, materials, and other costs
❌
No Expense Reimbursement
✅
Pre-Approved Expenses
📋
Reasonable Expenses
✏️
Custom Policy
💡
Who owns the intellectual property?
Ownership of work created during consultancy — select N/A if no deliverables are created
IP includes documents, strategies, designs, code, reports, and all creative work. For coaching, training, or advisory-only services with no tangible deliverables, select N/A.
👔
Client Owns All IP
💷
Client Owns Upon Payment
👤
Consultant Retains IP
🤝
Shared Ownership
➖
N/A - No Deliverables
🔒
What level of confidentiality?
Protection of sensitive business information
📄
Standard Confidentiality
🔐
High Level (Sensitive Data)
📝
Separate NDA Already Signed
✏️
Custom Requirements
🛡️
Will personal data be processed?
GDPR compliance requirements
If the consultant will handle personal data (customer info, employee records, etc.), they need a defined role under UK GDPR.
❌
No Personal Data Processed
⚙️
Consultant is Data Processor
🎛️
Consultant is Data Controller
🛡️
Professional indemnity insurance required?
Protection against claims of professional negligence
PI insurance is essential for most consulting work. Typical cover: £1-10 million depending on sector and risk.
❌
Not Required
✅
Required (No Amount)
💷
Required (Min Amount)
⚖️
What is the liability cap?
Maximum amount consultant is liable for
Liability caps protect consultants from unlimited liability. Often capped at total fees paid or insurance cover.
💷
Total Fees Paid
🛡️
PI Insurance Amount
🔢
Specific Amount
♾️
Unlimited (Not Recommended)
📋
What is the notice period?
How much advance notice to end the agreement
⚡
Immediate (On Completion)
📅
7 Days
📆
14 Days
🗓️
1 Month
📊
2 Months
📈
3 Months
🚫
Include non-competition restrictions?
Preventing work for competitors during/after engagement
⚠️ Non-compete clauses must be reasonable to be enforceable. Courts scrutinize these heavily.
✖️
No Restrictions
⏳
During Engagement Only
📅
During + 6 Months After
📆
During + 12 Months After
✏️
Custom Terms
👥
Can consultant subcontract or assign?
Delegating work to others
❌
Not Permitted
✅
With Prior Approval Only
🔓
Permitted (Consultant Liable)
📝
Any additional clauses or special terms?
Optional - specific requirements unique to this engagement