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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