Consultant Retainer Agreement
Define the terms of ongoing consulting services.
· Trusted by 1,850+ agencies · Updated September 2026Agreement Template
Retainer Terms
The monthly retainer fee and what it covers.
This template also covers:
- Services Covered
- Additional Work
- Availability
- Renewal
- Payment
What is a Consultant Retainer Agreement?
A consultant retainer agreement defines ongoing consulting services, monthly fees, and terms.
A consultant retainer agreement is a document that outlines the terms of ongoing consulting services: monthly retainer fees, services covered, and billing arrangements.
- Used for ongoing consulting
- Typically 2-4 pages
- Renewed monthly or quarterly
- Defines retainer scope and fees
- Covers additional work billing
What's Inside This Template
6 structured sections, ready to fill in for your project.
Retainer Terms
The monthly retainer fee and what it covers.
Services Covered
What consulting services are included.
Additional Work
How additional work is billed.
Availability
Response times and availability commitments.
Renewal
How the retainer is renewed and can be terminated.
Payment
Payment schedule and late fees.
Without a Template vs. With This One
| Aspect | Without a Template | With This Template |
|---|---|---|
| Income | Project-based income only | Guaranteed monthly retainer income |
| Scope | No defined scope | Clear scope and additional work terms |
| Availability | No availability commitment | Defined response times and availability |
Who This Template Is For
Built for the people who actually write and send scope of work documents, here's why it fits each of them.
Creative Agencies
- Secure ongoing consulting
- Define monthly fees
- Set clear expectations
Freelance Consultants
- Secure recurring income
- Set availability
- Define scope
Project Managers
- Plan ongoing consulting
- Budget monthly costs
- Track deliverables
Startup Founders
- Secure consulting capacity
- Budget predictably
- Define scope
Marketing Teams
- Secure ongoing consulting
- Budget monthly
- Define scope
Product Teams
- Secure ongoing consulting
- Budget monthly
- Define scope
How to Use This Template
Fill in party details
Add consultant and client names.
Define retainer terms
Set monthly fee and services covered.
Set availability and renewal
Define response times and renewal terms.
Send for signature
Save to Taskip for e-signature.
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FAQs: Consultant Retainer Agreement
What is a consultant retainer?
A consultant retainer is an ongoing arrangement where a client pays a monthly fee for consulting services.
What should a retainer include?
At minimum: monthly fee, services covered, additional work billing, availability, and renewal terms.
Is this retainer template free?
Yes, free to download and customize. Save to Taskip for e-signature.
How do I price a consulting retainer?
Consider your hourly rate, expected hours, and the value of guaranteed monthly income.
What if the retainer is exhausted?
The template includes provisions for additional work billing beyond the retainer allocation.
Consultant Retainer Agreement, free to download, no credit card required