Agreement example · Management consulting

Consulting Agreement Example with Fixed Fees

A 6-page consulting agreement: terms of engagement, confidentiality and IP, liability cap, scope and phases, fixed fees by phase, and the team.

Free plan available. No credit card required. See more document examples

At a glance

This agreement in numbers

About this example

This example is a consulting agreement between a small operations consultancy and a food manufacturer for a 12-week warehouse improvement engagement. The body sets the terms in twelve plain-language clauses, and three schedules carry the details: the services and deliverables, the fixed fee for each phase, and the team and meetings.

Consulting engagements go wrong at the edges, so this agreement is clear about them. The scope schedule lists what is out as well as what is in, and states the business goal. Fees are fixed per phase and invoiced when each phase's deliverables are accepted, with travel expenses capped. The client owns the deliverables once paid while the consultant keeps its methods, staff cannot be poached for a year, liability is limited to the fees, and either side can end the agreement with 14 days' notice.

Who it is for

Independent consultants and consulting firms that agree fixed-fee or phased engagements with business clients.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • A title page with both parties and the engagement
  • Twelve clauses: services, fees, confidentiality, IP, liability and termination
  • Signature blocks for both parties
  • Schedule A: goal, scope in and out, phases and deliverables
  • Schedule B: fixed fees by phase and when each is invoiced
  • Schedule C: named team and meeting rhythm

How to adapt it

  • Put the business goal in the scope, not just the activities
  • List what is out of scope as clearly as what is in
  • Tie each invoice to accepted deliverables
  • Keep your methods while the client owns the deliverables

Ready to make your own?

Build a document like this one, free, in minutes.