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GUIDE · 2026-09-10 · 4 min read

How to e-sign a consulting agreement

Consulting engagements need specific terms. Here's the workflow.

Consulting agreements formalize advisory engagements. Usually project-based or ongoing retainer.

Consulting-specific elements

1. Scope of consulting services 2. Rate (hourly, daily, monthly retainer) 3. Expenses 4. Deliverables (if project-based) 5. Timeline 6. Confidentiality 7. IP ownership (client usually owns project-specific work, consultant retains tools/frameworks) 8. Non-solicit of client's employees 9. Non-compete (if any)

Retainer vs. project

Retainer — consultant available for X hours/month, paid monthly regardless of utilization. Good for ongoing advisory relationships.

Project — consultant paid per deliverable or milestone. Good for time-bounded engagements.

E-signing workflow

Same as independent contractor agreement workflow. Template on SignBolt; customize per engagement.

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