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Protect confidential discussions between you and a client.
NON-DISCLOSURE AGREEMENT (NDA) This NON-DISCLOSURE AGREEMENT (“Agreement”) is made and entered into as of [Effective Date], by and between [Disclosing Party Name], with a principal place of business at [Disclosing Party Address], and [Receiving Party Name], with a principal place of business at [Receiving Party Address]. 1. Confidential Information. Both parties agree not to disclose any non-public, confidential, or proprietary information exchanged in the course of discussions related to [Purpose of Disclosure]. 2. Obligation of Confidentiality. Each party shall use the same degree of care as it uses to protect its own confidential information, but in no event less than reasonable care, and shall not disclose such information to any third party without prior written consent. 3. Use of Information. Confidential Information will only be used for the purpose of evaluating or engaging in a potential business relationship described above. 4. Exclusions. This Agreement shall not apply to information that: (a) is or becomes publicly available without breach; (b) is disclosed with prior written approval; (c) is independently developed without use of the disclosed information. 5. Return or Destruction. Upon request, all documents and materials shall be returned or destroyed by the receiving party. 6. Term. This Agreement remains in effect for two (2) years from the Effective Date. 7. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of [Jurisdiction]. IN WITNESS WHEREOF, the parties have executed this Agreement as of the Effective Date. __________________________ __________________________ [Disclosing Party Name] [Receiving Party Name] Title: ___________________ Title: ___________________ Date: ____________________ Date: ____________________
General terms, scope, payment, and responsibilities for project-based work.
CONSULTING SERVICES AGREEMENT This Consulting Services Agreement (“Agreement”) is entered into on [Date], by and between [Consultant Name], with a business address at [Consultant Address] (“Consultant”), and [Client Name], with a business address at [Client Address] (“Client”). The Consultant and the Client may be referred to collectively as the “Parties.” 1. Scope of Services. Consultant agrees to perform the services described in Exhibit A (“Services”), which may include but are not limited to: [Brief Summary of Services]. Consultant shall use commercially reasonable efforts to perform the Services in a professional and workmanlike manner. 2. Compensation and Payment Terms. Client shall compensate Consultant at a rate of $[Rate] per [hour/project], with invoices to be issued [weekly/monthly/upon milestone]. Payment is due within [15] days of invoice receipt. Additional expenses must be pre-approved in writing. 3. Term and Timeline. This Agreement shall commence on [Start Date] and continue until [End Date] unless earlier terminated in accordance with Section 5. Any extension must be agreed upon in writing. 4. Confidentiality. Consultant agrees not to disclose or use any confidential or proprietary information of the Client except as required to perform the Services. This obligation survives termination of this Agreement. 5. Intellectual Property. All original materials, work product, reports, and deliverables developed by Consultant specifically for the Client during the course of this engagement shall be considered “Work Product” and shall be the sole property of the Client upon full payment. Pre-existing materials shall remain the property of the Consultant. 6. Termination. Either Party may terminate this Agreement for any reason with fourteen (14) days’ prior written notice. In the event of termination, Consultant shall be compensated for Services performed through the date of termination. 7. Independent Contractor. Consultant is acting as an independent contractor and not as an employee, partner, or agent of the Client. Consultant shall have no authority to bind the Client and is solely responsible for all taxes, withholdings, insurance, and statutory obligations. 8. Limitation of Liability. In no event shall either party be liable to the other for any consequential, indirect, or special damages, including lost profits, arising out of this Agreement. 9. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of [Jurisdiction]. IN WITNESS WHEREOF, the Parties hereto have executed this Consulting Services Agreement as of the Effective Date. _____________________________ _____________________________ [Consultant Name] [Client Name] Title: ________________________ Title: ________________________ Date: _________________________ Date: _________________________
Define deliverables, milestones, roles, and timeline.
STATEMENT OF WORK (SOW) This Statement of Work (“SOW”) is entered into on [Effective Date] by and between [Your Name or Company Name] (“Consultant”) and [Client Name] (“Client”), pursuant to the terms and conditions of the Master Services Agreement (or Consulting Agreement) between the Parties. 1. Project Title “[Project Title]” 2. Project Overview Consultant shall provide professional consulting services to Client related to [Brief Description of Purpose], aimed at achieving [Intended Business Outcome or Objective]. 3. Scope of Services The services provided by the Consultant shall include, but are not limited to: - Initial discovery and requirements gathering - Research and strategic advisory - Stakeholder interviews and synthesis - [Add additional scope items] 4. Deliverables The Consultant will deliver the following outcomes: • Phase 1: [Market Analysis Report] • Phase 2: [Strategic Roadmap Presentation] • Phase 3: [Final Recommendations and Next Steps Memo] 5. Timeline & Milestones • Week 1–2: Discovery & Client Alignment • Week 3–4: Draft Deliverable & Iteration • Week 5: Final Presentation & Debrief 6. Fees & Payment Terms Total fee: $[Total Amount], payable in [number] installments: - 50% due at kickoff - 50% due at final delivery 7. Project Team & Responsibilities Consultant lead: [Your Name]. Client lead: [Client Representative]. 8. Assumptions & Dependencies Timely access to data and stakeholders; weekly check-ins; feedback within 3 business days. 9. Change Requests Changes to scope, timeline, or fees must be agreed in writing. 10. Approval By signing below, the Parties agree to this SOW. _____________________________ _____________________________ [Consultant Name] [Client Name] Title: ________________________ Title: ________________________ Date: _________________________ Date: _________________________
Clarifies independent status, IP, liability, and compensation.
INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (“Agreement”) is effective as of [Effective Date], by and between [Contractor Name], with a principal place of business at [Contractor Address] (“Contractor”), and [Client Name], with a principal place of business at [Client Address] (“Client”). 1. Services Provided Contractor agrees to perform consulting services as described in [Exhibit A]. 2. Compensation Client shall pay Contractor $[Rate] per [hour/project], payable on a [weekly/monthly/milestone] basis. Payment is due within [15] days of invoice. 3. Term and Termination Term from [Start Date] to [End Date]. Either party may terminate with [14] days’ written notice. 4. Independent Contractor Relationship Contractor is not an employee, partner, or agent of Client and is responsible for all taxes and withholdings. 5. Intellectual Property Ownership Work Product created for Client becomes Client’s property upon full payment. Pre-existing IP remains with Contractor. 6. Confidentiality Contractor shall maintain confidentiality of non-public Client information. Obligation survives termination. 7. Indemnification Contractor will indemnify and hold Client harmless for claims arising from Contractor’s services. 8. Governing Law Governed by the laws of [Jurisdiction]. IN WITNESS WHEREOF, the Parties have executed this Agreement as of the Effective Date. _____________________________ _____________________________ [Contractor Name] [Client Name] Title: ________________________ Title: ________________________ Date: _________________________ Date: _________________________
Long-term agreement across future SOWs.
MASTER SERVICES AGREEMENT This Master Services Agreement (“Agreement”) is effective as of [Effective Date], by and between [Consultant Name] (“Consultant”) and [Client Name] (“Client”). 1. Purpose and Scope This Agreement sets general terms for consulting services, further detailed in Statements of Work (“SOWs”). 2. Term and Duration Effective for twelve (12) months unless terminated earlier. SOWs survive until completion. 3. Statements of Work Each SOW defines services, deliverables, timelines, fees, and any specific terms. 4. Compensation and Payment Terms As specified in each SOW; invoices payable within fifteen (15) days. 5. Confidentiality Non-public information remains confidential for two (2) years beyond termination. 6. Intellectual Property Work Product created for Client belongs to Client upon payment. Pre-existing IP remains with its owner. 7. Independent Contractor Consultant acts as an independent contractor and is responsible for taxes and withholdings. 8. Termination Either Party may terminate this Agreement or any SOW with thirty (30) days’ written notice. 9. Limitation of Liability No indirect or consequential damages; liability capped at fees under the relevant SOW. 10. Dispute Resolution Good-faith negotiation, then binding arbitration in [Jurisdiction] if unresolved. 11. Governing Law Governed by the laws of [Jurisdiction]. IN WITNESS WHEREOF, the Parties execute as of the Effective Date. _____________________________ _____________________________ [Consultant Name] [Client Name] Title: ________________________ Title: ________________________ Date: _________________________ Date: _________________________
Ongoing monthly advisory or fractional model.
RETAINER AGREEMENT This Retainer Agreement (“Agreement”) is effective as of [Effective Date], by and between [Consultant Name] (“Consultant”) and [Client Name] (“Client”). 1. Scope of Services Consultant provides ongoing advisory, planning, and related consulting services. 2. Term and Renewal Month-to-month unless terminated per Section 6. 3. Retainer Fee and Payment Terms Monthly fee: $[Retainer Amount], due on the 1st of each month. Additional hours at $[Hourly Rate]. 4. Hours Included and Availability Includes up to [X] hours/month; unused hours do not roll over unless agreed in writing. 5. Confidentiality Confidentiality obligations survive termination for two (2) years. 6. Termination Either Party may terminate with thirty (30) days’ written notice. 7. Independent Contractor Relationship Consultant is not an employee or agent and is responsible for taxes and compliance. 8. Intellectual Property Work product created for Client becomes Client’s upon payment; pre-existing materials remain with Consultant. 9. Governing Law Governed by the laws of [Jurisdiction]. IN WITNESS WHEREOF, the Parties execute as of the Effective Date. _____________________________ _____________________________ [Consultant Name] [Client Name] Title: ________________________ Title: ________________________ Date: _________________________ Date: _________________________
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