Consultancy Agreement

A consultancy (services) agreement under the law of England and Wales, engaging a self-employed consultant or their personal service company. Covers scope, fees and expenses, term and termination, intellectual property assignment, confidentiality and data protection, self-employed status with an IR35/off-payroll-aware clause, optional restrictive covenants, liability, and insurance.

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Consultancy Agreement — filled-in template, sample PDF
Sample filled with fictional data. Your document is generated from your answers.

What you'll be asked

01Parties

Client company name · Client registered address · Consultant name · Consultant address · The consultant contracts as · Company name and number

02Services & Term

Description of the services · Start date · Term · End date · Termination notice (weeks)

03Fees

Fee basis · Day rate (GBP) · Fixed fee (GBP) · Monthly retainer (GBP) · Are fees stated · Invoicing frequency · Payment terms (days) · Expenses

04IP, Confidentiality & Status

Ownership of work product · Include confidentiality? · Will the consultant process personal data for the client? · Off-payroll (IR35) — who determines status? · May the consultant send a substitute?

05Covenants & Legal

Include post-termination restrictions? · Restriction period (months) · Cap consultant liability? · Require professional indemnity insurance? · Minimum PI cover (GBP)

Frequently asked questions

Is this Consultancy Agreement valid under UK law?

Yes. This document is drafted for UK law and adapts to your situation from your answers. It is still a template — for anything high-stakes, have it checked by a qualified professional.

Do I need a lawyer or an account?

No. Answer 29 guided questions, pay once, and download instantly. No account, no subscription.

How long does it take?

About 5 minutes. The questionnaire has 29 questions and the document is assembled as you go.

What formats do I get?

PDF and Word (.docx), downloadable immediately after payment.

Can I edit it afterwards?

Yes. The Word file is fully editable, and you can re-run the questionnaire to generate a new version.

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