Statement of work and scope
The scope of this engagement is set out in the attached Statement of Work (SOW), which is incorporated into and forms part of this agreement. The SOW defines the deliverables, timeline, and fee for the engagement. Any work outside the scope of the SOW, including but not limited to additional deliverables, extended advisory hours, or implementation support, requires a written amendment to the SOW agreed by both parties and may be invoiced separately.
Confidentiality (mutual)
Each party agrees to hold the other party's confidential information in strict confidence, to use it solely for the purposes of this engagement, and to take reasonable measures to protect it from unauthorised disclosure. Confidential information does not include information that is publicly available, was known to the receiving party prior to disclosure, or constitutes general industry knowledge and methodology developed independently of this engagement. These obligations survive the termination of this agreement for a period of three (3) years.
Non-solicitation
During the term of this agreement and for a period of twelve (12) months following its termination, neither party shall actively solicit for employment any individuals who were introduced by the other party in the course of this engagement and who remain employed by the other party at the time of solicitation. This clause does not apply to general employment advertising or to individuals who respond to such advertising on their own initiative.
Limitation of liability
Except in cases of gross negligence or wilful misconduct, the Consultant's total cumulative liability arising from or related to this agreement, whether in contract, tort, or otherwise, shall not exceed the total fees paid by the Client to the Consultant under this agreement (or, for ongoing retainer engagements, the fees paid in the twelve (12) months preceding the claim). In no event shall either party be liable for indirect, incidental, consequential, or punitive damages, including lost profits or business interruption.
Advice vs. implementation
The Consultant's role under this agreement is advisory. The Consultant will provide recommendations, analyses, frameworks, and deliverables as set out in the SOW. The Client retains full responsibility for the decision to act on any recommendation, the manner of execution, and the operational and financial outcomes. Implementation support beyond the advisory scope, if requested, will be quoted separately and added as an amendment to the SOW.
Expenses and reimbursement
Reasonable out-of-pocket expenses incurred by the Consultant in the course of this engagement (travel, accommodation, agreed-upon software or research tools) will be invoiced separately at cost, with itemised receipts attached. Any individual expense exceeding [$500] requires prior written approval from the Client. Expenses are due on the same payment terms as the corresponding fee invoice.
Sample wording is informational, not legal advice. For high-value engagements or unusual arrangements, have a contract lawyer review your final template once.