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🏢
What is the client's company name?
The business hiring the consultant
Client Company Name *
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📍
What is the client's registered address?
Full business address including postcode
Client Address *
Company Registration Number (optional)
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👤
What is the consultant's name or business name?
Individual name or company name providing services
Consultant Name *
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🏠
What is the consultant's address?
Business or residential address including postcode
Consultant Address *
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📅
When is the agreement dated?
The official date this agreement is made
Agreement Date *
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🚀
When does the consultancy begin?
The date services will start
Commencement Date *
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⏱️
What is the agreement duration?
Fixed-term or open-ended engagement
Fixed-term: Agreement has a specific end dateOpen-ended: Continues until terminated by either party
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💼
What services will be provided?
Detailed description of the consultancy work
Service Description *
💡 Be specific about deliverables, timelines, and expectations
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📍
Where will services be provided?
Choose the primary work location
Expected Time Commitment (optional)
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💷
How will the consultant be paid?
Choose the fee structure
💰
Fixed Fee
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💳
What are the fee details?
Specify amounts and payment terms
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📊
VAT status and payment terms?
Tax and payment deadline details
VAT Status
Fees plus VAT (Consultant VAT-registered)
Fees inclusive of VAT
No VAT (Consultant not VAT-registered)
Payment Terms
7 days
14 days
30 days
60 days
Payment terms = days after invoice date that payment is due. 30 days is standard in UK.
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💳
Will expenses be reimbursed?
Travel, materials, and other costs
❌
No Expense
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💡
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
Pre-Existing IP (consultant's existing tools/materials)
No pre-existing IP used
Consultant retains, grants license
Transfer ownership to Client
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🔒
What level of confidentiality?
Protection of sensitive business information
📄
Standard
🔐
High Level
📝
Separate NDA
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🛡️
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
⚙️
Consultant is
🎛️
Consultant is
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🛡️
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.
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⚖️
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.
♾️
Unlimited
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📋
What is the notice period?
How much advance notice to end the agreement
⚡
Immediate
Immediate Termination Rights
Standard grounds (breach, insolvency)
Extended grounds (includes poor performance)
No immediate termination rights
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🚫
Include non-competition restrictions?
Preventing work for competitors during/after engagement
⚠️ Non-compete clauses must be reasonable to be enforceable. Courts scrutinize these heavily.
📆
During +
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👥
Can consultant subcontract or assign?
Delegating work to others
✅
With Prior
🔓
Permitted
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📝
Any additional clauses or special terms?
Optional - specific requirements unique to this engagement
Additional Terms (Optional)
💡 Leave blank if no additional terms are needed
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