UK Consultancy Agreement Generator
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🏢

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

IP includes documents, strategies, designs, code, reports, and all creative work produced during the engagement.
👔
Client Owns
All IP
💷
Client Owns
Upon Payment
👤
Consultant
Retains IP
🤝
Shared
Ownership
🔒

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

💡 Leave blank if no additional terms are needed

Your Agreement is Ready

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⚖️ Qualified Legal Professional Expert-Reviewed Consultancy Agreement Template

This agreement has been carefully drafted and reviewed by a qualified legal professional. It provides a strong legal foundation but is not a substitute for personalised advice. You can take advantage of our limited time offer and lock in to receive lifetime access to this document via our secure online portal, with free lifetime updates. For tailored guidance and complete peace of mind, you can book a consultation with one of our legal professionals here.

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