Client Consultancy Agreement

A Consultancy Agreement is a contract for services between an independent contractor (a self-employed individual) and the client company for the provision of consultancy services.

Assumptions this service is based upon:

That your services are correctly described by you and all information provided by you is correct;
That the Legal Services Provider’s terms of service will apply;
That you understand that this is not a regulated law firm, but a Legal Services Provider, providing only services that are not regulated by the Solicitors Regulation Authority;

Who this service is for

This contract is intended for use by clients when they are engaging a consultant to provide professional services and where the engagement will not be deemed employment for the purposes of the off-payroll working rules.

Key benefits

Connect with an experienced lawyer quickly and simply
Get a qualified opinion on your issue/s
Upfront and transparent pricing

What happens after purchase?

Your lawyer will onboard you (KYC, conflicts checks, and client care letter - if applicable)

You send supporting material to the lawyer ahead of the meeting

Consultation takes place

Lawyer sends an email to summarize high level points from the conversation and quotes for any further work required

Leave a review and testimonial of your experience for future customers

FAQ’s

What the service will cover

An initial 15-minute call to align objectives and understand your business and your needs
A draft of your Consultancy Contract
1 set of corrections
A closing email with the finalised document and summary of the service

What the service excludes

Extra communication or revisions outside of the ones provided
Bespoke legal advice
Review of an existing document

What you need to provide

Copies of any relevant existing documentation and a good understanding of your business needs
The first step after the purchase will be to provide verification of your identity and supply the following documentation so your adviser can carry out their ‘Know Your Customer’ (KYC) and ‘Anti-Money Laundering’ (AML) checks. Please have the following at hand but note that this may not be a complete list:
- Company name, VAT number (if applicable), registration number
- Key contacts and associated contact details including email and mobile
- The names and home addresses of all directors
- Home utility bill (no more than 3 months old) and passport for every person who owns or controls more than 25% of the voting rights of your business