Legal Consultation Agreement
Define the terms of a legal consultation.
· Trusted by 1,600+ agenciesScope of Work Template
Consultation
The legal matter to be discussed.
This template also covers:
- Fees
- Confidentiality
- No Ongoing Duty
- Follow-up
What is a Legal Consultation Agreement?
A legal consultation agreement defines the scope, fees, and terms for a legal consultation.
A legal consultation agreement is a document that outlines the terms of a legal consultation: scope, fees, confidentiality, and conditions.
- Used for legal consultations
- Typically 1-2 pages
- Legally binding when signed
- Covers consultation scope
- Defines fee structure
What's Inside This Template
5 structured sections, ready to fill in for your project.
Consultation
The legal matter to be discussed.
Fees
Consultation fee and payment terms.
Confidentiality
Protection of consultation information.
No Ongoing Duty
Confirmation this does not create ongoing representation.
Follow-up
How to engage for additional work.
Without a Template vs. With This One
| Aspect | Without a Scope of Work | With This Template |
|---|---|---|
| Formality | Informal consultation | Formal written consultation agreement |
| Fees | Unclear consultation fees | Defined consultation fee and payment terms |
| Duty | Ambiguous ongoing duty | Clear no ongoing duty clause |
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
- Formalize legal consultations
- Define fee structures
- Protect the business
Freelance Designers
- Engage legal counsel
- Define scope clearly
- Set fee expectations
Project Managers
- Manage legal consultations
- Define deliverables
- Track obligations
Startup Founders
- Engage legal counsel
- Budget consultation costs
- Define scope
Marketing Teams
- Define consultation scope
- Set expectations
- Manage budgets
Product Teams
- Define consultation requirements
- Set timelines
- Manage legal aspects
How to Use This Template
Fill in party details
Add attorney and client names, matter description.
Define consultation scope
Set the legal matter to be discussed.
Set fees and confidentiality
Define consultation fee and confidentiality terms.
Send for signature
Save to Taskip for e-signature.
Related
Explore More Templates
SaaS · Design & Branding
SaaS Design & Branding Scope of Work Template
Clearly define the scope of a design or branding project before work starts: objectives, deliverables, timeline, responsibilities, and approval steps, all in one adaptable document.
Marketing · Strategy & Execution
Marketing Strategy & Execution Scope of Work Template
Define the full scope of a marketing engagement before work starts: research, strategy, campaigns, deliverables, timeline, reporting, and budget, all in one document.
Web · Design & Development
Website Design Scope of Work Template
Define the full scope of a website or app project before work starts: design, development, testing, launch, post-launch support, and payment terms, all in one document.
Marketing · Social Media
Social Media Management Scope of Work Template
Define the full scope of a social media management engagement before work starts: strategy, content calendar, community management, reporting, and pricing, all in one document.
Design · Brand Identity
Brand Identity & Graphic Design Scope of Work Template
Define the full scope of a brand identity or graphic design project before work starts: logos, typography, color palette, deliverables, revisions, and payment terms, all in one document.
Marketing · Email & Automation
Email Marketing & Automation Scope of Work Template
Define the full scope of an email marketing and automation engagement before work starts: strategy, campaigns, automation flows, segmentation, reporting, and pricing, all in one document.
Marketing · SEO
SEO Audit & Optimization Scope of Work Template
Define the full scope of an SEO engagement before work starts: technical audit, on-page optimization, off-page strategy, reporting, and pricing, all in one document.
Marketing · Content
Content Writing & Blog Strategy Scope of Work Template
Define the full scope of a content writing and blog strategy engagement before work starts: topics, deliverables, revisions, SEO optimization, reporting, and pricing, all in one document.
Marketing · Paid Ads
PPC Campaign Setup & Management Scope of Work Template
Define the full scope of a paid advertising engagement before ads launch: campaign setup, targeting, ad creation, budget management, reporting, and pricing, all in one document.
Technology · CRM
CRM Implementation & Data Migration Scope of Work Template
Define the full scope of a CRM deployment before work starts: platform setup, data migration, integrations, training, and pricing, all in one document.
Design · Mobile App
Mobile App UI/UX Design Scope of Work Template
Define the full scope of a mobile app design project before work starts: user research, wireframes, prototypes, visual design, handoff, and pricing, all in one document.
Marketing · Funnel Design
Landing Page & Funnel Design Scope of Work Template
Define the full scope of a landing page and funnel project before work starts: strategy, design, copy, integrations, A/B testing, and pricing, all in one document.
FAQs — Legal Consultation Agreement
What is a legal consultation agreement?
A legal consultation agreement is a document outlining the terms of a one-time legal consultation: scope, fees, and conditions.
What should a consultation agreement include?
At minimum: consultation scope, fees, confidentiality, no ongoing duty statement, and follow-up terms.
Is this consultation agreement free?
Yes, free to download and customize. Save to Taskip for e-signature.
Does a consultation create ongoing representation?
No. The template includes a "no ongoing duty" clause confirming this is a one-time consultation only.
How do I follow up after a consultation?
The template includes a follow-up section for engaging for additional legal work if needed.
Legal Consultation Agreement — free to download, no credit card required