Who is Client?

• A person that orders consulting services (Client) is:

  • A company or organization
  • An individual

• Indicate the company's full name (Client):

• Indicate the Client's full name:

• Indicate the full business address of a Client:

• Indicate the full residential address of a Client:

• Indicate a Client's email address:

  !

  This email address will be used for communication between a Client and a Consultant regarding the present Agreement.

• Indicate a Client's contact phone number:

• Indicate a Client's representative name who should be the main point of contact under this Agreement:

  !

  The first point of contact in a consulting agreement is the designated individual representing each party.

  This person is responsible for managing communication, approvals, and coordination between the Client and Consultant throughout the whole duration of this Agreement.

About the Contract

• Select the date on which the parties sign this Agreement:

  !

  This is the date when the Consulting Agreement becomes effective.

• Select the state, where a Client is based or currently resides:

  Choose option Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia

  !

  The laws of a state selected as an answer to this question will apply towards this Agreement.

• Select the date on which a Consultant should start providing the services:

Description of Services

• Describe in detail which exact services a Consultant should provide along with the final deliverables/outcome:

  !

  The list of consulting services should be as clear as possible.

  A final deliverable could have any form – e.g., a report, presentation, manual etc.

• Does a Consultant can engage third parties (i.e. subcontractors) for provision of services?

  • Yes
  • No

• Should a Consultant engage in provision of services only specific employees or staff?

  • No
  • Yes, only specific employees of a Consultant

• Indicate full names of employees or staff who should participate in the provision of consulting services:

• The services should be provided:

  • At any location, chosen by a Consultant
  • At specific location only

• Indicate a specific address, where services should be provided to a Client:

Key Dates

• Should the delivery of services be completed by a specific date?

  • No
  • Yes

• Select the date, by which services should be completed:

• Either party has a right to terminate this Agreement by sending a written:

  Choose option prior 10 days' notice prior 20 day's notice prior 30 days' notice prior 60 days' notice

• For how many years after the end of this Agreement the Consultant should not compete with the Client's business?

  !

  A non-compete clause in a Consulting Agreement restricts the Consultant from working with or providing similar services to the Client’s direct competitors for a specified time after the end of this agreement.

  The purpose of such contractual limitation is to protect the Client’s business interests and confidential information.

  The average restriction period could be from 1 year to 3 years.

Payment Terms

• Which type of fees applies towards provision of services hereunder?

  • A fixed fee
  • An hourly rate
  • A weekly rate
  • Annual fee

• Indicate the amount of a fixed fee (in USD), a Client should pay for provision of services:

• Indicate a Consultant's hourly rate (in USD):

• Indicate a Consultant's annual fee (in USD):

• Indicate a Consultant's weekly fee (in USD):

• Do the parties wish to set up the maximum number of hours of services a Consultant can provide?

  • No
  • Yes

• Indicate the maximum hours of a service a Consultant can charge for:

• How frequently a Service Provider shall invoice a Client for services provided?

  • Every month
  • Every week
  • Every other week
  • Other arrangement

• Indicate the frequency with which the Client shall pay for provision of services:

• Indicate acceptable payment methods:

• Should a Client pay late fees in case of delay in payment?

  • No
  • Yes

  !

  A late fee, also known as a late payment fee, is an additional charge applied when a payment is made after the due date.

  It is a way for businesses or organizations to compensate for the financial impact of delayed payments and can be used to encourage prompt payment

• Indicate the annual interest rate (in %), which applies as late fees towards a Client:

  !

  Neither federal nor state laws define the specific interest rate that should apply as late fees under consulting agreements.

  Parties are free to set up any interest fee that they want. The usual annual interest rate for contracts of this type varies from 0.5 to 3% of the due sum.

Miscellaneous

• Who should have all rights for any created intellectual property assets in course of provision of services?

  • Client
  • Consultant

  !

  The list of created intellectual property assets is not limited and may include the following:

  – plans and drawings;
  – specifications and reports;
  – advice and analyses;
  – designs and methodologies;
  – code, artwork, or any other intellectual property.

• Shall the Client cover in full additional expenses of a Service Provider which occurs due to provision of services (e.g., travel expense, meal)?

  • No
  • Yes

• Indicate the maximum amount (in USD) of all additional Consultant's expenses the Client has to cover:

• Indicate the Consultant's maximum liability coverage under their business insurance (in USD):

  !

  Business insurance for a consultant is a type of coverage designed to protect the consultant from financial losses related to their professional activities, including:

  – Professional liability insurance;
  – General liability insurance;
  – Business property insurance;
  – Cyber liability insurance.

• For how many years (after the end of this Agreement) should the Consultant keep all received information confidential?

  !

  Confidentiality obligation in a consulting agreement requires the Consultant to keep all proprietary, sensitive, or business-related information received from the Client strictly confidential.

  In the USA, the average duration of a non-disclosure obligation for a Consultant is typically 2 to 5 years after the termination of the agreement.

• Do you want to add a Client's signature?

  • Yes
  • No

• Enter a Client's signature:

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