A consulting agreement form, also known as a consulting contract, is a type of agreement form that is used for the acquiring of services from a consultant on how to run a business or on financial decisions, or basically any form of decision-making that may require the opinion of a separate party. This type of consultation is valued by new business workers. Definition of “new” means business persons who have just entered the market or somebody who wishes to create a new business.

Let us face facts, we usually need the opinion of a separate party whenever we are deciding what to do. In this case a consultant would be needed, so use our consulting agreement forms to get a consultants advice. On this page you will be able to learn a few things, such as the purpose of a consulting agreement form, its definition, and its uses. Also, aside from agreement forms, feel free to check out this site and browse for all of your document needs.

Consultant Agreement Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Consulting Retainer Agreement Template

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  • Google Docs
  • MS Word
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Size: A4, US

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Consulting Services Agreement Sample

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  • Google Docs
  • MS Word
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Size: A4, US

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Standard Consulting Agreement Forms

Standard Consulting Agreement

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  • PDF

Size: 11 KB

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Standard Professional Consulting Client Agreement

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  • PDF

Size: 1 MB

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Financial Consulting Agreement Forms

Financial Planning and Consulting Agreement

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  • PDF

Size: 89 KB

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Investment Consulting Services Agreement

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  • PDF

Size: 79 KB

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Simple Consulting Agreement Forms

Professional Consulting Agreement

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  • PDF

Size: 123 KB

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Standard Consultant Agreement

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  • PDF

Size: 271 KB

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Short Consulting Agreement Form

Short Form in PDF

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  • PDF

Size: 26 KB

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How to Write a Consulting Agreement Form

Consulting agreement forms or consultation contracts aren’t just used by business persons, it is also used by anyone who wishes to conduct business but lacks the know-how on how to conduct a business. To make one of these consulting agreement forms, you would need to consider the following:

  • Consultant and Client Information – This field is required so as to clarify that the consultant and the client can identify one another.
  • Type of Consultation – The type of consultation should be indicated in the form, due to the different possible types of consultation the client may inquire to the consultant. These potential types of consultation can be but not limited to:
    • Financial
    • Business
    • Economical
    • Investments
    • Material quality
    • Company suggestions
  • Compensation and Duration – In the form or contract, it should state the amount of compensation the consultant will receive for services rendered to the client. It should also include the duration of time the consultant will be needed, or when the term of the contract will end. It should also indicate as to how the consultant will be paid for his or her services.
  • Confidentiality or Classified Consultation – The contract should include a form of mutual confidentiality agreement within it. This is done to avoid the release of sensitive information that should only be shared between the consultant and the client or clients.
  • Rights – As of any document, you should list down rights or claims as to who will retain certain materials or who has a claim over a certain investment. Rights should include the following:
    • Claim
      • Investment
      • Company
    • Possession of materials – It should indicate who will have what in the end of the contract term or agreement.
  • Authorization – It should show the authorization of the document by means of having both the consultor and the client sign the document, which would indicate the authorization of the document. This is used to confirm that both sides have reached a consensus on the terms of the agreement and will comply with it.

Guidelines for Writing a Consultation Agreement

Aside from knowing how to fill out the form, you should also keep in mind a few guidelines when authorizing a consultation agreement. These guidelines are as follows:

  • Background check the consultant. It is a known fact that before you trust someone with life-changing decisions, you should check up on the person’s credibility and/or authenticity. You should have the consultant display his license and allow you to confirm whether it is authentic or not. This is done to avoid fraud and theft.
  • Have a legal agent read through the contract. When signing any contract or agreement, always allow a third party, such as a lawyer, attend to the contract. This is done to prevent the contract from containing any hidden or ulterior motive of the consultant, and to prevent an unfair agreement being placed.
  • Keep duplicate copies of the consultation agreement or contract. As of all legally binding documents, there should be several duplicate copies. In case the original copy is lost or destroyed, the duplicate copy can still be used as a means of confirming the contract. This is to prevent the contract being altered in any way without either party knowing. It can also be used to submit copies to all the relevant parties involved in the agreement.

Consulting Services Agreement Forms

Consulting Services Standard Agreement

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  • PDF

Size: 21 KB

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Consultancy Services Contract

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  • PDF

Size: 254 KB

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Academic Consulting Services Agreement

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  • DOC

Size: 12 KB

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Consulting Fee Agreement Forms

Sample Consultant Fee Agreement

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  • PDF

Size: 246 KB

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Sample Hourly Consulting Fee Agreement

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  • PDF

Size: 469 KB

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Consulting Retainer Agreement Forms

Expert Witness/Consultant Retainer Agreement

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  • PDF

Size: 70 KB

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Retainer Agreement for Special Services

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  • PDF

Size: 2 MB

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Real Estate Consulting Agreement Forms

Real Estate Consulting and Advisory Services

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  • PDF

Size: 1 MB

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Example for Real Estate Services

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  • PDF

Size: 62 KB

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Standard Residential Purchase Agreement

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  • PDF

Size: 132 KB

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Marketing Consulting Agreement Forms

Marketing/Business/Management Agreement

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  • PDF

Size: 136 KB

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Pre Construction Marketing Consulting Agreement

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  • PDF

Size: 310 KB

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Conclusion or Closing Line

The importance of having a properly formatted and written consultation agreement is often overlooked. Although it is just as important to make a proper consultation agreement just like any other document, we must remember that a consultation agreement can still be considered as a legally binding document.  As a short recap, let’s state again why it’s important to write a proper consultation agreement:

  • It allows for clarifications of ownership. Usually, during the end of the contractual agreement, there are some cases where the investments or claims were written under the name of the consultant. The document should state who owns the rights of whatever activity or agreements might have taken place. If not written properly, the ownership of certain claims and properties can be confused or mixed up.
  • It can be used as a means of evidence or proof of an agreement between consultant and client. This means that if ever there are any cases or claims filed against you for a certain negotiation, it can be stated that you were following the consultations advice. However, this also happens vice versa, meaning the consultant can also include you when being charged for actions they have done on your behalf.
  • It will show the consultant that you are serious with the agreement. A formal and well-written form will always gain the attention of any and all person or persons who will read the form. It will also depict you as professional and literate (meaning he will not try to swindle you by using words you aren’t familiar with).
  • It will be more cleanly made and thus more respectable. Everyone respects a clean and well-made document because aside from being nice to look at, it will depict your personality as well. When writing anything, we end up writing a bit of our personality into our handwriting, our formats, and even how we use bullet points.

You have the option to write your own consultation agreement form, however, if you do not feel up for the stress of writing your own consultation agreement form, you could always browse our extensive collection of sample agreement forms, which means that there are more than just consultation agreement forms available on this site.

We have different types of agreements, request forms, and letters available. Which means that if you ever need to make any type of paperwork, you could always look it up online on our website and be able to easily interpret the definition, uses, and functions of each and every document that you will ever need in your lifetime. Each document contains step-by-step instructions on how to design your own document, and it also contains helpful tips and guidelines to make it easier for you to make and design your own documents.

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