Consultants

This is a solid and straightforward consultancy appointment in the form of letter.

It is for appointing an individual as a consultant or freelancer to provide services to a company over a limited period in return for a fee. The fee is either fixed or calculated by reference to hourly/daily rates.

The 15 paragraphs in this letter can be adapted for a great variety of consultancy appointments - particularly useful for short-term appointments where a consultant is engaged for a few months on a particular project.

The letter covers

• services to be provided
• length of appointment
• minimum term
• provision of office space
• changes to the service
• fees and reimbursement of expenses
• invoicing
• standard of work
• relationship with the Company
• responsible for any tax, national insurance contributions
• confidentiality
• relationships with Company customers and suppliers
• copyright and intellectual property
• subcontracting
• termination
• scope of the agreement

You may also want to look at our Consultant's Legal Pack, which contains an array of legal template documents designed for use in a consultancy business.

You need this document if you want to appoint an individual or freelancer to provide consultancy services to your business over a limited period of time.

Designed from the structural engineer's rather than the client's perspective, this agreement is designed for use by anyone proposing to undertake a development.

In sixteen clauses this 4 page document covers

• appointment
• basic services
• fees & payment
• standard of care
• owner's obligations
• copyright
• insurance
• confidentiality
• publicity
• assignment & subcontracting
• termination
• suspension
• resolution of disputes & governing law
• notices
• the scope of the agreement
• relationship between the parties

Schedules are left blank for the description of the services and fee arrangements. A set of optional extra clauses is included with our explanatory notes.

You need this document if you are a structural engineer looking to undertake development work for a client, and want clarity on the terms of your agreement.

Designed from the architect's rather that the client's perspective, this agreement is designed for use by anyone proposing to undertake a development.

In sixteen clauses this 4 page document covers

• appointment
• basic services
• fees & payment
• standard of care
• owner's obligations
• copyright
• insurance
• confidentiality
• publicity
• assignment & subcontracting
• termination
• suspension
• resolution of disputes & governing law
• notices
• the scope of the agreement
• relationship between the parties

Schedules are left blank for the description of the services and fee arrangements. A set of optional extra clauses is included with our explanatory notes - scroll down to see them.

You need this document if you are an architect looking to undertake design and/or development work for a client, and want clarity on the terms of your agreement.

This is a comprehensive agreement suitable for the appointment of a wide range of professional consultants – architect, structural engineer, quantity surveyor, services engineer, landscape consultant etc.

This eight page document contains 19 clauses covering

• definitions and interpretation
• appointment
• commencement & term
• scope of services & duties of consultant
• fees & payment
• additional services
• copyright licence
• professional indemnity insurance
• assignment & subcontracting
• warranties
• termination
• suspension
• confidentiality
• notices
• resolution of disputes
• governing law
• previous agreement
• rights of third parties
• partnership

There are four schedules to be completed, detailing the description of the project and client’s appointment brief, detailed services, fees and a form of collateral warranty deed.

You need this document if you want to undertake a development and appoint a consultant. It can be used for a wide range of professional consultants – architect, quantity surveyor, structural engineer, landscape architect, etc.

Designed from the quantity surveyor's rather that the client's perspective, this agreement is designed for use by anyone proposing to undertake a development.

In sixteen clauses this 4 page document covers

• appointment
• basic services
• fees & payment
• standard of care
• owner's obligations
• copyright
• insurance
• confidentiality
• publicity
• assignment & subcontracting
• termination
• suspension
• resolution of disputes & governing law
• notices
• the scope of the agreement
• relationship between the parties

Schedules are left blank for the description of the services and fee arrangements. A set of optional extra clauses is included with our explanatory notes.

You need this document if you are a quantity surveyor looking to undertake development work for a client, and want clarity on the terms of your agreement.

This agreement appointing a sales consultant is suitable for use by a company that wishes to appoint an individual to provide services as a self-employed consultant promoting the products sold by the Company in return for agreed fees and expenses (and, perhaps, commission on sales).

The sales consultant agreement is prepared in the form of a letter to be issued on the company's notepaper and countersigned by the consultant.

This five page letter contains 21 clauses covering

• services and territory
• commencement and duration
• working time
• office facilities (as applicable)
• consultation and change to services
• fees and expenses
• invoices
• obligations of consultant
• independence and authority
• company obligations
• taxation
• confidentiality
• intellectual property
• assignment and subcontracting
• termination
• restrictions after termination
• indemnity
• notices
• language
• resolution of disputes
• governing law

A schedule is appended, detailing products to be covered by the agreement, services to be provided by the consultant, territory and fees, commission and expenses.

The Consultant is not an agent and has no authority to make sales on the Company's behalf.

You need this letter if you want to appoint a self-employed sales consultant in return for fees, commission or expenses, and formally set out the terms of your agreement.

Appointment of an individual to provide services on a part-time, self-employed basis. This form is suitable for a wide range of appointments - from engaging a drama tutor to a bookkeeper. (Letter form)

The letter makes reference to the following:

• services
• appointment
• minimum working hours
• location
• changes to services
• payment rate
• invoices
• duty of care
• relationship between parties
• tax and National Insurance contributions
• notice
• confidentiality
• post-termination obligations
• substitution
• termination
• governing law

Use this document if you want to appoint an individual on a part-time, self-employed basis, and want clarity on the terms governing your relationship.

This consultancy contract template is for the specific situation of a design consultant moving to another country to assist a manufacturer to develop new products.

The consultant receives a consultancy fee and commission on sales related to those products, as well as housing and other benefits.

There are 11 main clauses covering:

• collaboration
• duration
• financial arrangements
• management and decision making
• accounts
• termination
• consultant’s existing interests
• confidentiality and non-competition
• assignment and notice
• the scope of the contract
• disputes and governing law

You need this document if you want to appoint a design consultant resident outside the United Kingdom, and want a clear understanding of the terms of your agreement.

These Terms of Business are for professional consultants and freelance agents, and offer a standard set of terms and conditions for dealing with clients.

Designed as a template for use by a consultant when submitting a proposal to a client, these terms could be used by a wide range of consulting firms, from engineers to PR consultants.

There are 11 main clauses covering:

• scope of services
• duration
• fees and expenses (by reference to a separate quotation/contract)
• information and approval
• standard of care
• intellectual property
• personnel
• liability (with alternative clauses)
• termination
• assignment and subcontracting
• law and jurisdiction

This document has recently been updated to include an Appointment Letter to clients and a Schedule detailing the scope of services, fees and expenses payable.

You may also want to look at our Consultant's Legal Pack, which contains a low-cost collection of legal template documents that would be useful to a consultancy business.

This consultant's business pack contains a collection of legal documents and statements for use when setting up a website to supply consultancy services as well as various helpful guidance documents for someone setting up a new business. The pack is suitable for a wide range of consulting businesses.