Main contract
Consulting agreement
Scope of advisory services, fees, engagement term, advice-limits clause, liability cap, and termination. The core document.
Strategy advisors, fractional executives, subject-matter experts — the contract stack that protects your advice. Free.
Free. No registration. No card. No catch.
The jobs to be done
The exposures that drive drafting. Each one has a clause that addresses it.
Advice-limits clause specifies that recommendations are informational, not a guarantee of outcome. The liability cap that matters most.
Conflict-of-interest disclosure and exclusivity terms. Serve multiple clients without exposure when their industries overlap.
Monthly retainer with minimum commitment, hours included, and cancellation notice. Predictable revenue for advisory work.
Mutual NDA covers the client's strategy and your methods and frameworks. Confidentiality flows both ways.
Reports, frameworks, models created for a client can transfer or remain licensed. IP clause makes the ownership explicit from day one.
The consultant stack
Generate them once. Adapt per engagement.
Main contract
Scope of advisory services, fees, engagement term, advice-limits clause, liability cap, and termination. The core document.
Recurring income
Fixed monthly advisory fee, hours or availability included, rollover, and minimum commitment. Locks in revenue before the engagement starts.
Confidentiality
Protects client strategy shared with you and your proprietary methods shared with them. Mutual, with defined exclusions for public information.
Deliverable ownership
Reports, decks, models, and frameworks created during the engagement. Assigns or licenses deliverables as agreed — triggered by full payment.
Per-project
For defined-output engagements: audit, strategy sprint, market analysis. Fixed scope, timeline, and payment milestones.
Before / after
Dig out the engagement letter from a past client. Realize it has no advice-limits clause. Ask a lawyer to add one. Wait a week. Pay $400. Start the engagement a month after the handshake.
Describe the advisory engagement. Include the advice-limits and conflict-of-interest clauses in the intake form. Generate the consulting agreement and NDA together. Download and send before the first session.
Common deal types
Per-project
Fixed deliverable, fixed price. Consulting agreement + SOW. IP transfers on final payment.
Monthly retainer
Consulting agreement + retainer. Monthly availability, cancellation terms, escalation path for extra work.
Board / advisor seat
Consulting agreement with non-cash compensation. Vesting schedule, IP ownership, conflict-of-interest declaration — review with counsel.
Multi-client
Consulting agreement with conflict-of-interest disclosure and exclusivity carve-outs. Protects you across overlapping industries.
Expert witness / testimony
Engagement letter defining scope, hourly rate, and the limits of your professional opinion. Review with a lawyer.
The consultant risk map
Client blames you when your advice doesn't pan out. Fix: advice-limits clause and liability cap tied to fees paid.
Two clients in the same space create a real or perceived conflict. Fix: conflict disclosure clause and exclusivity carve-outs.
Client cancels after you've turned down other work. Fix: 30-day notice and early-termination fee.
Client claims ownership of your proprietary methodology. Fix: IP clause distinguishing deliverables from background IP.
Client shares your methods with competitors. Fix: mutual NDA with defined exclusions and remedy clause.
Your flow with BizDraft
Per-project, retainer, or advisory seat. Pick the shape that matches the deal.
Services, fee structure, advice-limits, and conflict terms. Plain English, ten questions.
Adjust the liability cap, tighten the retainer terms, add the conflict clause.
Word or PDF. E-signature before the first session. Clean start.
Free. Tailored. Yours to keep.
Draft your agreement