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Consulting Agreement

A consulting agreement is a contract that establishes the terms under which an independent advisor provides ongoing strategic guidance or expertise to a business. Use this when you're bringing on (or acting as) an advisor for ongoing strategic guidance, rather than a one-off deliverable — distinct from a project-based contractor engagement.

What's included

A ready-to-use consulting agreement with signature fields already placed for Client and Consultant. Fill in the bracketed details (like [Company Name] or [Date]) using Docracy's built-in text editor, then send it out for signature.

This is a general template for informational purposes only and does not constitute legal advice. Consult a qualified attorney to review it for your specific situation and jurisdiction before use.

Key clauses

  • Scope of advisory services
  • Fee structure and payment terms
  • Confidentiality obligations
  • Ownership of recommendations and work product
  • Term and renewal
  • Termination conditions

What you'll fill in

[Company Name][Consultant Name][Description of Advisory Services][Fee/Retainer Amount][Payment Schedule][Term Length][Termination Notice Period]

Legal summary

This agreement legally defines the scope of ongoing advice or guidance the consultant will provide and the compensation owed in exchange, distinguishing the relationship from employment. It typically also establishes that recommendations, reports, or other work product produced under the engagement belong to the hiring company.

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Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.

FAQ

Is this Consulting Agreement legally binding?

Signing through Docracy uses a simple electronic signature (SES), which is legally recognized for everyday business agreements under laws like the U.S. ESIGN Act and the EU's eIDAS regulation. This is a general template, not legal advice — for high-stakes or regulated agreements, have a qualified attorney review it for your situation.

Who needs to sign this Consulting Agreement?

This template includes signature fields for Client and Consultant — already placed, so you just fill in the details and send.

Can I edit this Consulting Agreement before sending it?

Yes — Docracy's editor lets you edit the text, add or remove signature fields, redact sections, and reorder pages before you send it.

Do I need an account to send this Consulting Agreement?

No — it's free for up to 2 signers with no account required. Create a free account only if you want to save it to a dashboard or reuse it later.

Try it with an AI assistant

Paste one of these into ChatGPT, Claude, or your assistant of choice:

“Generate a filled Consulting Agreement for a part-time business strategy advisor.”

“Explain how this Consulting Agreement differs from an Independent Contractor Agreement.”

“Adapt this Consulting Agreement for a consultant being paid a monthly retainer instead of hourly fees.”

Why teams start with Docracy

✓ Designed for ESIGN, UETA & eIDAS
SES e-signatures built to support U.S. and EU frameworks. We don't verify identity — see /trust for the honest disclosure.
✓ No account required
Signers open a link and sign — nothing to install or register. Free for up to 2 signers.
✓ Sign in under a minute
Upload, add fields, and send — then unlimited on a flat $10/month, not per seat.
✓ Works on any device
No app to install — sign from a phone, tablet, or desktop browser.
✓ Secure by default
Timestamped audit trail on every document; infrastructure runs on Cloudflare (SOC 2 Type II, ISO 27001). Docracy itself does not claim SOC 2 yet.
✓ Independently verifiable
Anyone with the finished document can confirm it was really signed here. Verify a document →
✓ API & integrations
Zapier and an MCP connector for Claude, ChatGPT, and other AI assistants.
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Sign this template now

Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.