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Consultancy Agreement Template

  • Answer the following questions to generate your customised document. Your document is provided to you in a Microsoft Word format, allowing you to make changes if you wish.
Customer Details
*Is the Customer a Sole Trader or a Company?
 Sole Trader Company
*What is the registered name of the Customer?
*What is its Customer's registered office address?
*What is the nature of the Customer's business? Complete the sentence 'The Customer is engaged ...
  
eg. "in the distributior of widgets throughout New Zealand"
Consultant Details
*Is the Consultant a Sole Trader or a Company?
 Sole Trader Company
*What is the registered name of the Company?
  include Limited if applicable
*What is the Consultant's registered office address?
Contract Details
*Will the Consultant be using any of the Customer's computers?
 Yes No
*Will the Consultant have access to any of the Customer's confidential information?
 Yes No
*Is there a specific project plan which the Consulting Services are part of?
 Yes No
*Please provide a summary of the Project Plan.
  
This should be a simple outline of the Project Plan and where the Consultant fits in.
*Please provide a summary of the services that the Consultant is to provide.
  
This should be a simple description of the services which are to be provided.
*What are the fees which will be paid to the Consultant?
  
eg. '$40 per hour' or '25% commission of any sale which is attributed to the Consultant' etc.
*Do the Consulting fees include or exclude GST?
*How long after receiving the Consultant's Tax Invoices will the Customer pay them?
  eg. 14 days, 30 days
*Will the Consultant be paid after completing certain milestones or on a regular basis?
 Completion of Milestones Regular basis