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Consultancy agreement checklist

Make it Legalâ„¢ Checklist

Here are a few important steps to take to finish your document

  1. Make sure the agreement is complete. In particular, note that, if during the interview you chose to set out the description of the services in a schedule, you need to attach this to the back of the agreement before signing it.

  2. You can attach the schedule in two ways:

    1. by attaching it to the agreement after you print off a Word or PDF version of the consultancy agreement; or

    2. by pasting it into a Word version of the consultancy agreement before you print it.

  3. Read the document to make sure it meets your needs and that everyone involved agrees with the consultancy agreement. Remember that if you have any questions you can easily Ask a lawyer.

  1. Print a copy for the client and a copy for the consultant (the parties) and the schedule (if required).

  2. Each party must sign on the line over their name and date both copies.

  3. The date of the contract is the date on which the parties signed if that was the same day. If they signed on different days, then it is the day when the last person signed.

  • Each party should make a copy of their signed agreement and store their original safely away.

  • Review your agreement regularly, especially if there are any changes to the services description. If there is a change, the parties will need to execute a variation of the agreement.

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