[{"data":1,"prerenderedAt":485},["ShallowReactive",2],{"document-consulting-engagement-letter-D13259":3},{"document":4,"label":23,"preview":11,"thumb":24,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":25,"breadcrumb":29,"related":37,"customDescModule":177,"customdescription":6,"mdFm":178,"mdProseHtml":484},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: OFFICIAL ENGAGEMENT LETTER Dear [CONTACT NAME], This Engagement Letter (\"Letter\") dated [DATE] confirms the consulting services requested by [CLIENT/COMPANY NAME] (the \"Client\") and provided by [CONSULTING SERVICE PROVIDER] (\"Service Provider\"). The consulting services provided under this Letter are as follows: Full [CONSULTING TYPE] consulting services for the year ending [END DATE]. The fees charged for providing the consulting services are $ [RATE] USD / hour. In addition, the Client may be charged for any administrative fees, filings, or any other costs not directly or indirectly related to the services. Upon signature by the Client of this Letter: (check one) ☐ A retainer is required in the amount of $ [AMOUNT] USD. ☐ No retainer is required.",null,"Consulting Engagement Letter","3",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/consulting-engagement-letter-D13259.png","https://templates.business-in-a-box.com/imgs/250px/13259.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13259.xml",{"title":15,"description":6},"consulting engagement letter",[17,20],{"label":18,"url":19},"Human Resources","/templates/human-resources/",{"label":21,"url":22},"Company Policies","/templates/company-policies/","Consulting Engagement Letter Template","https://templates.business-in-a-box.com/imgs/400px/13259.png",[26,17,20],{"label":27,"url":28},"Templates","/templates/",[30,31,34],{"label":27,"url":28},{"label":32,"url":33},"Legal Agreements","/templates/business-legal-agreements/",{"label":35,"url":36},"Services & Consulting","/templates/services-and-consulting/",[38,42,46,50,54,58,62,66,70,74,78,82,86,101,116,128,146,160],{"label":39,"url":40,"thumb":41,"extension":10},"Engagement Letter","/template/engagement-letter-D13681","https://templates.business-in-a-box.com/imgs/250px/13681.png",{"label":43,"url":44,"thumb":45,"extension":10},"Consulting Agreement Long","/template/consulting-agreement---long-D12543","https://templates.business-in-a-box.com/imgs/250px/12543.png",{"label":47,"url":48,"thumb":49,"extension":10},"Consulting Contract","/template/consulting-agreement-short-D155","https://templates.business-in-a-box.com/imgs/250px/155.png",{"label":51,"url":52,"thumb":53,"extension":10},"Time and Materials Consulting Agreement","/template/time-and-materials-consulting-agreement-D175","https://templates.business-in-a-box.com/imgs/250px/175.png",{"label":55,"url":56,"thumb":57,"extension":10},"Marketing Consulting Agreement","/template/marketing-consulting-agreement-D14009","https://templates.business-in-a-box.com/imgs/250px/14009.png",{"label":59,"url":60,"thumb":61,"extension":10},"Retainer Consulting Agreement","/template/retainer-consulting-agreement-D13388","https://templates.business-in-a-box.com/imgs/250px/13388.png",{"label":63,"url":64,"thumb":65,"extension":10},"Contract Management Consulting Agreement","/template/contract-management-consulting-agreement-D13941","https://templates.business-in-a-box.com/imgs/250px/13941.png",{"label":67,"url":68,"thumb":69,"extension":10},"Software Development and Consulting Services Agreement","/template/software-development-and-consulting-services-agreement-D800","https://templates.business-in-a-box.com/imgs/250px/800.png",{"label":71,"url":72,"thumb":73,"extension":10},"Employee Engagement and Satisfaction Policy","/template/employee-engagement-and-satisfaction-policy-D13667","https://templates.business-in-a-box.com/imgs/250px/13667.png",{"label":75,"url":76,"thumb":77,"extension":10},"Consulting Agreement with Sharing of Software Revenues","/template/consulting-agreement-with-sharing-of-software-revenues-D785","https://templates.business-in-a-box.com/imgs/250px/785.png",{"label":79,"url":80,"thumb":81,"extension":10},"Social Responsibility and Community Engagement Policy","/template/social-responsibility-and-community-engagement-policy-D13777","https://templates.business-in-a-box.com/imgs/250px/13777.png",{"label":83,"url":84,"thumb":85,"extension":10},"Letter of Agreement_Master Professional Services Agreement","/template/letter-of-agreement_master-professional-services-agreement-D5195","https://templates.business-in-a-box.com/imgs/250px/5195.png",{"description":87,"descriptionCustom":6,"label":88,"pages":8,"size":9,"extension":10,"preview":89,"thumb":90,"svgFrame":91,"seoMetadata":92,"parents":94,"keywords":93,"url":100},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":93,"description":6},"non disclosure agreement nda",[95,97],{"label":32,"url":96},"business-legal-agreements",{"label":98,"url":99},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":102,"descriptionCustom":6,"label":103,"pages":104,"size":9,"extension":10,"preview":105,"thumb":106,"svgFrame":107,"seoMetadata":108,"parents":110,"keywords":109,"url":115},"FREELANCE CONTRACT This Freelance Contract (the \"Contract\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [FREELANCER NAME] (the \"Freelancer\"), an individual with their main address located at: [YOUR COMPLETE ADDRESS] Collectively, the Company and the Freelancer shall be referred to as the \"Parties.\" WHEREAS, the Company has a requirement of [SPECIFY FREELANCER SERVICES]; WHEREAS, the Freelancer has the skills and has expressed interest in performing such services for the Company; WHEREAS, the Parties wish to set forth the terms and conditions upon which such services will be provided to the Company by the Freelancer; NOW, THEREFORE, the Parties agree as follows: ENGAGEMENT The Company hereby engages the services of the Freelancer, and the Freelancer agrees to provide the services described further herein. The Freelancer shall provide [SPECIFY FREELANCER SERVICES] to the Company, attached hereinafter as Exhibit A. FEES For services performed during the Term, the Company will pay the Freelancer at the rate of [RATE] per [HOUR/DAY/MONTH]. TERM The Contract shall begin as of the date of this Contract and shall be in effect until terminated by mutual consent expressed in writing, signed by both Parties. NO SUB-CONTRACTING The Freelancer is being engaged to perform services within his asserted areas of professional expertise and shall not delegate or subcontract any portion of the services to be performed hereunder. INDEPENDENT CONTRACTOR RELATIONSHIP No Employment Relationship. The Company and the Freelancer each expressly agree and understand that they are creating an independent contractor relationship, and that the Freelancer shall not be considered an employee of the Company for any purpose. The Freelancer is not entitled to receive or participate in any medical, retirement, vacation, paid or unpaid leave, or other benefits provided by the Company to its employees. The Freelancer is exclusively responsible for all taxes and any other statutory benefits otherwise required to be provided to employees, and all fees and licenses, if any, required for the performance of the services hereunder. No Exclusivity of Services Other Than to Competitors. This Contract shall not restrict the Freelancer from performing services for other companies or clients or businesses, provided, however, that during the Term of this Contract the Freelancer shall not apply, bid, or contract for, or undertake any employment, independent contractor work, or consulting work with any competitor of the Company. The determination of which businesses constitute \"competitors\" of the Company shall be solely within the exclusive discretion of the Company. Performance of Services for Competitors. The Freelancer will notify the Company immediately if, during the Term, he engages, or proposes to engage in the performance of services for any competitor of the Company, or any vendor to or customer of the Company. If the Freelancer performs services, whether as an employee or an independent contractor, for a competitor of the Company during the Term of this Contract, the Company may terminate this Contract immediately and without further obligation. Additionally, to avoid the appearance or existence of a conflict of interest, during the Term, the Freelancer must fully disclose in advance to the Company the terms of any proposed or actual services for a vendor or customer of the Company, and the Company shall have the right, in its sole discretion, to disapprove the transaction on conflict of interest grounds, or alternatively, to terminate this Contract immediately and without further obligation to the Freelancer. SOLICITATION The Freelancer agrees to refrain from any solicitation or recruitment (directly or indirectly) of any of the Company's employees during the Term of this Contract and for a period after the expiration or termination of this Contract equal in duration to the duration of this Contract. General solicitation, not directed at the Company's employees, will not constitute a violation of this section. LANGUAGE OF THE CONTRACT The language of the Contract shall be the English Language, which shall be the binding and controlling language for all matters relating to the meaning or interpretation of the Contract. CONFIDENTIAL INFORMATION AND NON-DISCLOSURE Confidential Information Defined. As used herein, the term \"Confidential Information\" shall mean and include, without limitation, any and all trade secrets, secret processes, marketing data, marketing plans, marketing strategies, customer names and addresses, prospective customer lists, data concerning the Company's products and methods, computer software, files and documents, and any other information of a similar nature disclosed to the Freelancer or otherwise made known to him as a consequence of or through his relationship with the Company. Confidential Information Belongs to the Company. All notes, data reference materials, memoranda, documentation and records in any way incorporating or reflecting any of the Confidential Information shall belong exclusively to the Company, and the Freelancer agrees to return the originals and all copies of such materials in his possession, custody or control to the Company upon request or upon termination or expiration of the Term of this Contract. Confidentiality Obligation","Freelance Contract","6","https://templates.business-in-a-box.com/imgs/1000px/freelance-contract-D13270.png","https://templates.business-in-a-box.com/imgs/250px/13270.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13270.xml",{"title":109,"description":6},"freelance contract",[111,112],{"label":32,"url":96},{"label":113,"url":114},"Consulting Agreements","consulting-agreement","/template/freelance-contract-D13270",{"description":117,"descriptionCustom":6,"label":118,"pages":104,"size":9,"extension":10,"preview":119,"thumb":120,"svgFrame":121,"seoMetadata":122,"parents":124,"keywords":123,"url":127},"SERVICE AGREEMENT This SERVICE AGREEMENT (\"Agreement\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Contractor\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Customer\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] (The Contractor and the Customer shall be individually referred to as a \"Party\" and collectively referred to as the \"Parties\", as the context may require). WHEREAS A. Contractor has experience and expertise in [DESCRIBE EXPERIENCE AND SERVICE]. B. Customer desires to have Contractor provide services for them. C. Contractor desires to provide services to Customer on the terms and conditions set forth herein (the \"Services\"). NOW THEREFORE, in consideration of the above recitals, the representations, warranties, and agreements contained in this Agreement and for other good and valuable consideration, the receipt and adequacy of which are now acknowledged, the Parties agree as follows: SERVICES PROVIDED Beginning on upon agreement to this contract, [CONTRACTOR] will provide to [CUSTOMER] the following service (collectively, the /Services\"): Description of the project: [DESCRIBE THE SERVICE REQUIRED]. SCOPE OF WORK Contractor agrees to provide Services pursuant to the Scope of Work set forth in Exhibit A attached hereto (the \"Scope of Work\"). TERM Unless both parties mutually agree on an extension, this contract will automatically terminate on [SPECIFY]. PERFORMANCE The parties agree to do everything possible to ensure that the terms of this Agreement take effect. PAYMENT FOR SERVICES In exchange for the Services rendered, a payment of [SPECIFY] will be made to the Contractor upon completion of the scheduled Services described in this Contract. If an invoice is not paid on the due date, interest will be added to the current balance. These amounts shall be payable, and the Customer shall pay all overdue amounts at the lesser of [SPECIFY] per cent per annum or the maximum percentage permitted by applicable law. Or Customer will pay Contractor as follows: [SPECIFY]. DELIVERY OF SERVICES The Contractor will exercise due diligence in the provision of services. However, the Customer acknowledges that the indicated delivery times and other payment milestones listed in Scope of Work are estimates and do not constitute final delivery dates. SECURITY The Contractor must make reasonable security arrangement to protect Material from unauthorized access, collection, use, alteration or disposal. OWNERSHIP RIGHT The Customer shall hold the copyright for the agreed version of the Services as delivered, and the Customer's copyright notice may be displayed in the final version. All works, ideas, discoveries, inventions, patents, products or other information that may be protected by copyright (collectively, the \"Work Product\" developed in whole or in part by the Contractor in connection with the Services, shall be the exclusive property of the Customer. Upon request, the Contractor shall execute all documents necessary to confirm or perfect the exclusive ownership of the Customer's \"Work Product\". The Contractor retains exclusive rights to pre-existing materials used in the Customer's projects. The Customer shall not have the right to reuse, resell or otherwise transfer material belonging to the contractor or third parties. The Contractor reserves the right to use the finished public product as an example of a product. RETURN OF PROPERTY Upon the expiry or termination of this Agreement, the Contractor will return to the Customer any property, documentation, records or Confidential Information which is the property of the Customer. COMPENSATION For all services rendered by the Contractor under this Agreement, the Customer shall indemnify the Contractor. In the event that the Customer fails to make any of the payments mentioned, the Contractor shall have the right, but shall not be obliged, to exercise any of the following remedies: ","Service Agreement","https://templates.business-in-a-box.com/imgs/1000px/service-agreement-D12711.png","https://templates.business-in-a-box.com/imgs/250px/12711.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12711.xml",{"title":123,"description":6},"service agreement",[125,126],{"label":32,"url":96},{"label":32,"url":96},"/template/service-agreement-D12711",{"description":129,"descriptionCustom":6,"label":130,"pages":131,"size":132,"extension":10,"preview":133,"thumb":134,"svgFrame":135,"seoMetadata":136,"parents":137,"keywords":144,"url":145},"Invoice Company: Complete Address: ______________________________________________________ Phone:_________________ Fax: ________________ Email: _____________________ INVOICE #: _____________ DATE: ________________ Bill to: Address: _______________________________________ City: __________________________________________ State/Province: ___________ Zip/postal code__________ Country: ________________ Phone: _________________ Fax: __________________ Email: _________________________________________ Ship To:","Commercial Sales Invoice","1",42,"https://templates.business-in-a-box.com/imgs/1000px/sales-invoice-D383.png","https://templates.business-in-a-box.com/imgs/250px/383.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#383.xml",{"title":6,"description":6},[138,141],{"label":139,"url":140},"Finance & Accounting","finance-accounting",{"label":142,"url":143},"Invoices & Receipts","invoice-receipt","sales invoice","/template/sales-invoice-D383",{"description":147,"descriptionCustom":6,"label":148,"pages":104,"size":149,"extension":10,"preview":150,"thumb":151,"svgFrame":152,"seoMetadata":153,"parents":154,"keywords":158,"url":159},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[155],{"label":156,"url":157},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",{"description":161,"descriptionCustom":6,"label":162,"pages":8,"size":9,"extension":10,"preview":163,"thumb":164,"svgFrame":165,"seoMetadata":166,"parents":168,"keywords":175,"url":176},"STATEMENT OF WORK COMPANY NAME CLIENT NAME PROJECT NAME PROJECT MANAGER START DATE END DATE SCOPE OF WORK Describe this project in as much detail as possible. PROJECT OBJECTIVES Objective #1 Objective #2 Objective #3 Objective #4 TEAM ","Statement Of Work","https://templates.business-in-a-box.com/imgs/1000px/statement-of-work-D12981.png","https://templates.business-in-a-box.com/imgs/250px/12981.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12981.xml",{"title":167,"description":6},"statement of work",[169,172],{"label":170,"url":171},"Sales & Marketing","sales-marketing",{"label":173,"url":174},"Marketing Plan","marketing-plan","statement work","/template/statement-of-work-D12981",false,{"seo":179,"reviewer":191,"quick_facts":195,"at_a_glance":197,"personas":201,"variants":226,"glossary":252,"clauses":282,"how_to_fill":328,"common_mistakes":364,"faqs":389,"industries":417,"comparisons":433,"diy_vs_pro":447,"educational_modules":460,"related_template_ids_curated":463,"schema":470,"classification":472},{"meta_title":180,"meta_description":181,"primary_keyword":182,"secondary_keywords":183},"Consulting Engagement Letter Template | Free Word Download","Free consulting engagement letter template to define scope, fees, and timeline before work begins.","consulting engagement letter template",[15,184,185,186,187,188,189,190],"consulting letter of engagement template","consultant engagement letter template word","free consulting engagement letter","engagement letter template for consultants","consulting scope of work letter","professional services engagement letter","consulting agreement letter template",{"name":192,"credential":193,"reviewed_date":194},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":196,"legal_review_recommended":177,"signature_required":177},"easy",{"what_it_is":198,"when_you_need_it":199,"whats_inside":200},"A Consulting Engagement Letter is a formal business letter sent by a consultant or consulting firm to a client before work begins, confirming the agreed scope, fees, timeline, and key terms of the engagement. This free Word download gives you a ready-to-edit template you can customize with your firm's details and export as PDF to send to clients in under 15 minutes.\n","Send it after verbal or preliminary agreement has been reached but before any billable work starts. It is the document that converts an informal discussion into a written record both parties can reference throughout the engagement.\n","Consultant and client identification, scope of services, project timeline and key milestones, fee structure and payment terms, expense reimbursement policy, confidentiality acknowledgment, and a clear statement of what is excluded from the engagement.\n",[202,206,210,214,218,222],{"title":203,"use_case":204,"icon_asset_id":205},"Independent consultants","Formalizing the terms of a new client project before billing begins","persona-freelancer",{"title":207,"use_case":208,"icon_asset_id":209},"Consulting firm partners","Issuing a consistent, branded engagement letter across all client files","persona-consultant",{"title":211,"use_case":212,"icon_asset_id":213},"Management consultants","Confirming scope and deliverables to prevent mid-project scope creep","persona-operations-director",{"title":215,"use_case":216,"icon_asset_id":217},"IT and technology consultants","Documenting project phases, deliverables, and acceptance criteria upfront","persona-it-consultant",{"title":219,"use_case":220,"icon_asset_id":221},"HR and organizational consultants","Setting expectations for confidentiality and data handling before accessing employee information","persona-hr-manager",{"title":223,"use_case":224,"icon_asset_id":225},"Financial and accounting consultants","Satisfying professional standards that require a written engagement record before advisory work","persona-accountant",[227,231,235,239,242,246,249],{"situation":228,"recommended_template":229,"slug":230},"Short project with a fixed deliverable and single payment","Consulting Engagement Letter (Fixed Fee)","consulting-engagement-letter-D13259",{"situation":232,"recommended_template":233,"slug":234},"Ongoing advisory retainer billed monthly","Consulting Retainer Agreement","retainer-consulting-agreement-D13388",{"situation":236,"recommended_template":237,"slug":238},"Complex multi-phase project requiring full contract terms","Consulting Agreement","consulting-agreement---long-D12543",{"situation":240,"recommended_template":241,"slug":238},"Technology-specific project with acceptance testing and IP terms","IT Consulting Agreement",{"situation":243,"recommended_template":244,"slug":245},"Engagement requiring an NDA alongside the letter","Non-Disclosure Agreement","non-disclosure-agreement-nda-D12692",{"situation":247,"recommended_template":248,"slug":238},"Proposal sent before the client has agreed to engage","Consulting Proposal",{"situation":250,"recommended_template":103,"slug":251},"Freelance project without an ongoing consulting relationship","freelance-contract-D13270",[253,255,258,261,264,267,270,273,276,279],{"term":39,"definition":254},"A formal letter confirming the terms of a professional services relationship before work begins — less detailed than a full contract but sufficient to align both parties on scope, fees, and responsibilities.",{"term":256,"definition":257},"Scope of Services","The specific tasks, deliverables, and activities the consultant agrees to perform — and, equally important, what is explicitly excluded.",{"term":259,"definition":260},"Scope Creep","The gradual expansion of project work beyond what was originally agreed, often without a corresponding increase in fees or timeline.",{"term":262,"definition":263},"Retainer","A recurring fixed fee paid by the client, typically monthly, to secure the consultant's availability over an ongoing period.",{"term":265,"definition":266},"Fixed Fee","A set total price for the entire engagement, regardless of the actual hours worked, agreed in advance.",{"term":268,"definition":269},"Time and Materials","A billing arrangement where the client pays for actual hours worked at an agreed hourly or daily rate, plus approved expenses.",{"term":271,"definition":272},"Out-of-Pocket Expenses","Costs the consultant incurs on the client's behalf — travel, accommodation, software subscriptions — that are billed back with or without a markup.",{"term":274,"definition":275},"Deliverable","A specific, tangible output the consultant is responsible for producing by an agreed date, such as a report, workshop, or implemented process.",{"term":277,"definition":278},"Engagement Period","The defined start and end dates — or triggering conditions — that bound the consulting work covered by the letter.",{"term":280,"definition":281},"Conflict of Interest","A situation in which the consultant's relationship with another client or party could compromise their objectivity or loyalty to the current client.",[283,288,293,298,303,308,313,318,323],{"name":284,"plain_english":285,"sample_language":286,"common_mistake":287},"Consultant and client identification","Identifies the consulting firm or individual and the client by full legal name, sets the date of the letter, and establishes who the primary contacts are on each side.","[CONSULTANT NAME / FIRM NAME] is pleased to confirm our engagement with [CLIENT LEGAL NAME] ('Client'), effective [DATE]. Your primary contact at our firm will be [CONTACT NAME, TITLE], reachable at [EMAIL / PHONE].","Using a trading name instead of the registered legal entity name — if a payment dispute arises, the letter may not clearly establish which party is owed money.",{"name":289,"plain_english":290,"sample_language":291,"common_mistake":292},"Purpose and background","One or two sentences summarizing the business context that prompted the engagement, so both parties agree on the problem being solved.","Client has engaged [FIRM NAME] to assist with [BRIEF DESCRIPTION OF BUSINESS CHALLENGE OR INITIATIVE] in connection with [PROJECT OR PROGRAM NAME].","Omitting this clause entirely and jumping straight to scope. Without shared context, scope language is interpreted differently by each party when disputes arise.",{"name":294,"plain_english":295,"sample_language":296,"common_mistake":297},"Scope of services","Lists the specific tasks and deliverables the consultant will perform, including any phasing, and explicitly states what is out of scope.","Services include: (a) [DELIVERABLE 1] by [DATE]; (b) [DELIVERABLE 2] by [DATE]. The following are expressly excluded: [EXCLUDED ACTIVITY 1], [EXCLUDED ACTIVITY 2].","Describing scope in general terms like 'advisory support' without listing deliverables — this makes it nearly impossible to push back on scope creep when the client adds tasks.",{"name":299,"plain_english":300,"sample_language":301,"common_mistake":302},"Timeline and milestones","States the engagement start date, key milestone dates, and the expected completion date or conditions under which the engagement concludes.","The engagement commences [START DATE] and is expected to conclude by [END DATE]. Key milestones: Phase 1 complete by [DATE]; final report delivered by [DATE].","Setting an end date without a milestone schedule — the client treats every week as 'still on track' until the final deadline passes and nothing has been delivered.",{"name":304,"plain_english":305,"sample_language":306,"common_mistake":307},"Fees and billing schedule","States the total fee or rate, the billing frequency, the invoice-to-payment cycle, and any deposit or upfront payment required.","Fees for this engagement are $[AMOUNT] [per hour / per day / fixed total], invoiced [weekly / bi-weekly / monthly / at milestones]. Payment is due within [NET 30] days of each invoice date. A deposit of $[AMOUNT] is due upon acceptance of this letter.","Omitting the payment due date and relying on 'upon receipt' — this phrase has no legal meaning and routinely results in payment arriving 45–60 days after invoice.",{"name":309,"plain_english":310,"sample_language":311,"common_mistake":312},"Expense reimbursement","Specifies which out-of-pocket costs the client will reimburse, any markup applied, the approval process for large expenses, and the documentation required.","Pre-approved out-of-pocket expenses (travel, accommodation, third-party tools) will be billed at cost with receipts. Expenses exceeding $[THRESHOLD] require prior written approval from [CLIENT CONTACT].","Agreeing to 'reimburse reasonable expenses' without a dollar threshold or pre-approval requirement — clients and consultants disagree sharply on what 'reasonable' means.",{"name":314,"plain_english":315,"sample_language":316,"common_mistake":317},"Confidentiality","Confirms that both parties will keep each other's non-public information confidential during and after the engagement, and identifies any carve-outs.","Each party agrees to keep the other's Confidential Information strictly confidential and not to disclose it to third parties without prior written consent. This obligation survives termination of the engagement for [2] years.","A one-sided confidentiality clause that only binds the consultant — clients share the consultant's methods, pricing, and firm know-how with competitors just as readily as consultants share client data.",{"name":319,"plain_english":320,"sample_language":321,"common_mistake":322},"Client responsibilities","Lists what the client must provide — information, access, decisions, named contacts — and by when, so that delays on the client side do not automatically extend the timeline at the consultant's cost.","Client agrees to: (a) provide [DATA / SYSTEM ACCESS / KEY CONTACTS] within [X] business days of engagement start; (b) designate [CLIENT CONTACT NAME] as the primary decision-maker; (c) review and respond to deliverables within [X] business days of receipt.","No client obligations clause at all — when the project runs long, the client blames the consultant for delays that were actually caused by late document delivery or missed review cycles.",{"name":324,"plain_english":325,"sample_language":326,"common_mistake":327},"Acceptance and authorization","Confirms how the client accepts the letter — signature, email reply, or commencement of work — and who is authorized to bind the client.","Please confirm your acceptance of these terms by signing below and returning a copy to [EMAIL], or by replying to this email with written confirmation. Acceptance authorizes [CONSULTANT NAME / FIRM] to commence work as described above.","Not specifying who is authorized to accept — a junior employee's email reply may not bind the organization, leading the consultant to begin work without a valid engagement.",[329,334,339,344,349,354,359],{"step":330,"title":331,"description":332,"tip":333},1,"Enter both parties' full legal names and contact details","Replace all placeholders with the consultant's or firm's registered legal name and the client's registered legal entity name. Include the date the letter is issued and the named contacts on each side.","Ask the client for their legal entity name before drafting — trade names and registered names often differ and using the wrong one creates payment-tracing problems.",{"step":335,"title":336,"description":337,"tip":338},2,"Write a one-sentence purpose statement","Describe the business problem or initiative the engagement addresses in plain language. This does not need to be detailed — its job is to anchor the scope clause that follows.","Read the purpose statement back to the client in your next conversation. If they correct it, update the letter before sending — mismatched context is the root cause of most scope disputes.",{"step":340,"title":341,"description":342,"tip":343},3,"Define the scope with specific deliverables and exclusions","List each deliverable with a due date. Then add an explicit out-of-scope list covering the two or three activities clients most commonly assume are included.","If a deliverable is hard to name precisely, describe the acceptance criterion instead — 'a written report reviewed and approved by the client's CFO' is clearer than 'strategic recommendations.'",{"step":345,"title":346,"description":347,"tip":348},4,"Set the timeline and milestones","Enter the start date, at least two interim milestone dates, and the expected completion date. Tie each milestone to a specific deliverable from the scope clause.","Build in a buffer of 20% over your internal estimate — client review cycles almost always take longer than the client predicts.",{"step":350,"title":351,"description":352,"tip":353},5,"Specify fees, billing frequency, and payment terms","Choose fixed fee or time-and-materials, enter the amount or rate, and set a specific due date (e.g., Net 15 or Net 30 from invoice date). Add deposit amount and upfront payment instructions if applicable.","For engagements longer than four weeks, bill at milestones or monthly rather than at the end — a single end-of-project invoice is the leading cause of late payment disputes.",{"step":355,"title":356,"description":357,"tip":358},6,"List client responsibilities with deadlines","Identify every input the client must provide — data, access, feedback, approvals — and assign a business-day deadline to each. Note that client delays beyond these deadlines will extend the project timeline proportionally.","Getting the client to initial this section separately signals they have read it — the clause is useless if the client never sees it in a long letter.",{"step":360,"title":361,"description":362,"tip":363},7,"Confirm the acceptance method and authorized signatory","State clearly how the client accepts — signed copy returned, email confirmation, or commencement of work — and specify that only an authorized officer or named contact can bind the organization.","Send the letter as a PDF with a clear call to action in the email body restating the total fee and the acceptance deadline to prompt a faster response.",[365,369,373,377,381,385],{"mistake":366,"why_it_matters":367,"fix":368},"Vague scope language","Phrases like 'strategic advisory support' give the client unlimited grounds to request additional work at no extra charge. Disputes over what was 'included' are the most common source of consulting payment conflicts.","List each deliverable by name with a due date and follow it with an explicit out-of-scope list covering the tasks clients most frequently assume are included.",{"mistake":370,"why_it_matters":371,"fix":372},"No client obligations clause","Without documented client responsibilities, every project delay is attributed to the consultant. Late data delivery, missed review cycles, and unavailable decision-makers consume billable hours the consultant cannot recover.","Add a named section listing what the client must provide, the deadline for each item, and a statement that client-caused delays extend the timeline day-for-day.",{"mistake":374,"why_it_matters":375,"fix":376},"Payment terms of 'upon receipt' or 'promptly'","These phrases are not enforceable payment terms — AP departments interpret them as 45–60 days. Without a specific due date, you have no basis for a late-fee claim.","Replace with 'Net 15' or 'Net 30 from invoice date' and add a late-fee rate — 1.5% per month on overdue balances is standard and acts as a payment accelerant.",{"mistake":378,"why_it_matters":379,"fix":380},"Sending the letter after work has already started","An engagement letter signed mid-project does not protect the consultant for work already performed and signals to the client that terms are negotiable after the fact.","Make it a firm policy to require a signed or confirmed engagement letter before issuing any invoice or delivering any work product — including kick-off meeting materials.",{"mistake":382,"why_it_matters":383,"fix":384},"Omitting an expense pre-approval threshold","Clients who agreed to 'reimburse reasonable expenses' routinely reject invoices for travel or software costs they consider unnecessary. Without a threshold and approval process, every expense line is a potential dispute.","State a specific dollar threshold above which expenses require written client approval before being incurred. Include the pre-approval requirement in the expenses clause.",{"mistake":386,"why_it_matters":387,"fix":388},"Using a one-sided confidentiality clause","A clause that only binds the consultant leaves your firm's methodologies, pricing, and proprietary frameworks unprotected when a client shares them with a competitor or a subsequent vendor.","Make confidentiality mutual — both parties agree to protect the other's non-public information — and define 'Confidential Information' specifically to avoid ambiguity.",[390,393,396,399,402,405,408,411,414],{"question":391,"answer":392},"What is a consulting engagement letter?","A consulting engagement letter is a formal document a consultant or consulting firm sends to a client before work begins, confirming the scope of services, fees, timeline, and key responsibilities in writing. It is less detailed than a full consulting contract but creates a clear mutual record of what has been agreed, reducing the risk of scope disputes and payment delays.\n",{"question":394,"answer":395},"Is a consulting engagement letter legally binding?","A consulting engagement letter is generally enforceable as a contract when it includes an offer (the proposed services), consideration (the agreed fee), and acceptance (a signature, email confirmation, or commencement of work). It is not a substitute for a full consulting agreement in complex or high-value engagements, but for straightforward projects it typically provides sufficient legal grounding to pursue unpaid invoices or dispute resolution.\n",{"question":397,"answer":398},"What is the difference between a consulting engagement letter and a consulting agreement?","An engagement letter is a shorter, lighter document — usually 1–3 pages — designed to confirm scope, fees, and start date quickly. A consulting agreement is a full contract covering IP ownership, liability caps, indemnification, governing law, dispute resolution, and other risk allocation terms in detail. Use an engagement letter for straightforward, single-phase projects and a full agreement for complex, high-value, or multi-year engagements.\n",{"question":400,"answer":401},"Does a consulting engagement letter need to be signed?","A signature is not strictly required for enforceability in most jurisdictions — email confirmation or commencement of work can constitute acceptance. However, a countersigned letter is the clearest evidence of mutual agreement and is strongly recommended for any engagement where fees exceed a few thousand dollars. State the accepted acceptance method explicitly in the letter's closing clause.\n",{"question":403,"answer":404},"What should be included in a consulting engagement letter?","At minimum: both parties' full legal names, a purpose statement, a specific scope of services with named deliverables, an explicit out-of-scope list, the engagement timeline, the fee structure and billing schedule, a payment due date, expense reimbursement terms, client responsibilities, a confidentiality acknowledgment, and the acceptance method. Missing any of these commonly leads to scope disputes or delayed payment.\n",{"question":406,"answer":407},"How is a consulting engagement letter different from a proposal?","A consulting proposal is sent before the client has agreed to engage — it makes the case for why the consultant should be hired and what approach will be taken. An engagement letter is sent after agreement has been reached, to confirm the specific terms before work begins. The proposal wins the project; the engagement letter governs it.\n",{"question":409,"answer":410},"Who sends the consulting engagement letter — the consultant or the client?","The consultant or consulting firm always sends the engagement letter. It reflects the firm's proposed terms, scope, and fee structure and is addressed to the client for confirmation. Some large corporate clients issue their own master service agreements instead — review those carefully before signing, as they often shift IP ownership and liability to the consultant.\n",{"question":412,"answer":413},"Can I use an engagement letter for a retainer arrangement?","A basic engagement letter can cover a monthly retainer — including the retainer amount, included hours or services, and rollover policy. For retainers exceeding three months or $10,000 per month, consider a dedicated Consulting Retainer Agreement that addresses renewal, termination notice periods, and what happens to unused hours at the end of each billing cycle.\n",{"question":415,"answer":416},"How detailed should the scope section of a consulting engagement letter be?","Specific enough that a third party who was not part of your initial discussions could determine whether any given task was or was not included. Each deliverable should be named, described in one sentence, and given a due date. Follow the deliverables list with an explicit out-of-scope statement covering the two or three activities clients most frequently assume are included without asking.\n",[418,422,426,430],{"industry":419,"icon_asset_id":420,"specifics":421},"Management consulting","industry-professional-services","Milestone-based billing tied to workshop delivery and final report sign-off, with a clear out-of-scope list covering implementation work the client may assume is included.",{"industry":423,"icon_asset_id":424,"specifics":425},"IT and technology consulting","industry-saas","Phased deliverables aligned to sprint cycles, acceptance criteria for each phase, and an explicit statement on who owns intellectual property created during the engagement.",{"industry":427,"icon_asset_id":428,"specifics":429},"Financial and accounting advisory","industry-fintech","Professional standards in many jurisdictions require a written engagement letter before advisory work begins; the letter documents the consultant's independence and the agreed basis of fees.",{"industry":431,"icon_asset_id":420,"specifics":432},"HR and organizational development","Confidentiality clause extended to cover employee data and survey results, with data handling and destruction obligations stated explicitly.",[434,437,440,443],{"vs":237,"vs_template_id":435,"summary":436},"consulting-agreement-D159","A consulting agreement is a full contract covering IP ownership, liability caps, indemnification, governing law, and dispute resolution. A consulting engagement letter is a shorter, faster document that confirms scope, fees, and timeline before work begins. Use the agreement for complex, high-value, or multi-year engagements where risk allocation matters; use the letter for straightforward projects where speed and simplicity are more important.",{"vs":248,"vs_template_id":438,"summary":439},"consulting-proposal-D158","A consulting proposal is a sales document sent before the client has agreed to engage — it makes the case for the consultant's approach and qualifications. An engagement letter is sent after agreement is reached, to confirm the specific terms before work begins. The proposal wins the project; the letter governs it.",{"vs":233,"vs_template_id":441,"summary":442},"consulting-retainer-agreement-D13258","A retainer agreement is designed for ongoing advisory relationships billed on a recurring monthly basis, covering renewal, termination notice, and rollover terms. An engagement letter suits a defined project with a clear start and end date. Use a retainer agreement when the client relationship is open-ended and the scope resets each month.",{"vs":444,"vs_template_id":445,"summary":446},"Statement of Work","D{STATEMENT_OF_WORK_ID}","A statement of work is a technical document that specifies deliverables, acceptance criteria, and task-level detail — typically attached to a master services agreement. An engagement letter is a standalone document that covers both commercial terms and scope in one place. Use a statement of work when a master agreement is already in place; use an engagement letter when you need a single document to cover everything.",{"use_template":448,"template_plus_review":452,"custom_drafted":456},{"best_for":449,"cost":450,"time":451},"Independent consultants and small firms handling straightforward, single-phase projects under $50,000","Free","15–30 minutes per engagement",{"best_for":453,"cost":454,"time":455},"Consultants in regulated industries or engagements over $50,000 where liability exposure warrants a professional check","$150–$400 for a one-hour lawyer review","1–2 business days",{"best_for":457,"cost":458,"time":459},"Multi-phase enterprise engagements, IP-sensitive projects, or clients requiring a full master services agreement","$800–$2,500 for a custom consulting agreement","1–2 weeks",[461,462],"how-to-define-consulting-scope","invoicing-and-payment-terms-for-consultants",[238,234,238,238,245,251,464,465,466,467,468,469],"service-agreement-D12711","sales-invoice-D383","independent-contractor-agreement-D160","statement-of-work-D12981","project-proposal-D12678","letter-of-intent_acquisition-of-business-D5197",{"emit_how_to":471,"emit_defined_term":471},true,{"primary_folder":96,"secondary_folder":473,"document_type":474,"industry":475,"business_stage":476,"tags":477,"confidence":483},"services-and-consulting","letter","consultants-and-contractors","all-stages",[478,479,480,481,482],"consulting","contract","agreement","engagement-letter","services",0.92,"\u003Ch2>What is a Consulting Engagement Letter?\u003C/h2>\n\u003Cp>A \u003Cstrong>Consulting Engagement Letter\u003C/strong> is a formal business letter sent by a consultant or consulting firm to a client immediately after an engagement has been agreed upon and before any billable work begins. It records the scope of services, fee structure, billing schedule, timeline, client responsibilities, and confidentiality expectations in a single concise document that both parties can reference throughout the project. Unlike a full consulting contract, it is designed to be read, understood, and confirmed quickly — typically within one or two business days of the initial agreement — while still creating a written record enforceable enough to address the most common consulting disputes: scope creep, late payment, and unclear client obligations.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Starting a consulting engagement without a written engagement letter is the single most reliable way to end up working for free, or working indefinitely. Without a defined scope, every client request is implicitly included. Without a specific payment due date, every invoice is at the mercy of an accounts-payable department with no incentive to prioritize it. Without documented client responsibilities, project delays caused by late data delivery or unavailable decision-makers become your problem, not theirs. A consulting engagement letter closes all three gaps in under 30 minutes and gives you a paper trail to fall back on when a client's memory of what was agreed differs from yours. This template gives you a professionally structured starting point that covers every essential clause — so you spend your time on the engagement itself, not on building documents from scratch.\u003C/p>\n",1779808925717]