Document 1
Consulting agreement
Scope of advisory services, fees, engagement term, advice-limits clause, liability cap, conflict-of-interest disclosure, and termination. The primary engagement document.
Consulting agreement · retainer · NDA · IP assignment · advice-limits clause. Five documents for advisors who need their engagements — and their liability — clearly defined. Free.
Free. No registration. No card. No catch.
What's in this stack
Advisory work carries unique risks — liability for outcomes, conflict of interest, framework ownership. This stack addresses each one with its own document.
Document 1
Scope of advisory services, fees, engagement term, advice-limits clause, liability cap, conflict-of-interest disclosure, and termination. The primary engagement document.
Document 2
Monthly advisory fee, availability or hours included, minimum commitment period, and cancellation notice. Locks in recurring income from advisory clients.
Document 3
Protects client strategy shared with you and your methodologies shared with them. Mutual, with defined exclusions. Signed before any substantive conversation.
Document 4
For deliverables — reports, frameworks, models. Assigns specific outputs to the client on payment, while preserving your background IP and methodologies.
Document 5
Standalone addendum confirming the advisory nature of your services — recommendations, not guarantees. The liability limit that matters most for consultants.
Why this stack
A service agreement caps liability at fees paid. But consulting liability often flows from outcomes — the strategy didn't work, the recommendation backfired. Advice-limits clause addresses this directly.
The IP assignment assigns deliverables but preserves your background methodology. Without it, the client could claim ownership of the frameworks you use across all engagements.
Retainer agreement with notice clause prevents clients from canceling after you've turned down other work to accommodate them. It's not just a payment document — it's a commitment document.
When to generate each document
Mutual NDA before sharing your methodology or receiving the client's sensitive business data.
Consulting agreement with advice-limits clause. Signed before the first session or deliverable.
Retainer agreement for ongoing advisory. Monthly fee, included availability, and cancellation notice.
IP assignment for reports, frameworks, and models. Assigns deliverables to client on payment; retains your background IP.
How it works with BizDraft
Service type, fee structure, advice-limits scope, and conflict-of-interest terms. BizDraft generates a consulting agreement calibrated to advisory work.
Generate the retainer agreement for recurring clients and the NDA for any engagement involving sensitive strategy. Both take under five minutes.
Word or PDF. E-signature from the client. Engagement is documented before the first advice is given.
Free. Every document. Every engagement.
Draft your agreement