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Technical Consulting Agreement

For hourly or retainer-based technical consulting, architecture review, and advisory work.

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What's included

Scope of Technical Consulting Services

Defines the consulting, architecture review, code review, advisory, and related technical services to be provided, while excluding work not expressly listed.

Billing Rate and Invoicing Schedule

States the applicable hourly rate, retainer fee, or advisory charge, when invoices are issued, payment due dates, and the client's responsibility for approved expenses.

Confidentiality and Non-Disclosure

Requires the consultant to protect client technical information, source code, credentials, product plans, security details, and other confidential materials.

Intellectual Property and Pre-Existing Code

Clarifies ownership of work product, preserves the consultant's rights in pre-existing tools and reusable know-how, and addresses any license granted to the client.

Non-Solicitation of Client Employees

Restricts the consultant from soliciting or hiring client employees or contractors for a defined period, subject to applicable law and general solicitation exceptions.

Termination and Transition Assistance

Allows termination with notice, addresses immediate termination for material breach, and sets obligations for final invoices, return of materials, and limited transition support.

Risk Allocation and Limitation of Liability

Allocates project risks by disclaiming unsupported guarantees, limiting recoverable damages, and excluding indirect, consequential, or lost-profit damages where enforceable.

Dispute Resolution and Governing Law

Identifies the governing law, forum, notice requirements, and escalation process for resolving disputes before litigation or formal proceedings.

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Frequently asked questions

What should a technical consulting agreement include?
It should identify the parties, define the consulting scope, state billing rates and invoice timing, protect confidential technical information, address ownership of work product, limit liability, and set termination and dispute resolution terms.
Can this agreement be used for hourly and retainer work?
Yes. The agreement can be structured for hourly consulting, a monthly retainer, or project-based advisory services, provided the billing method and included services are clearly described.
Who owns code or recommendations created during the engagement?
Ownership depends on the contract language. A strong agreement should distinguish client-specific deliverables from the consultant's pre-existing code, reusable tools, libraries, templates, and general technical know-how.
Why include confidentiality and non-solicitation clauses?
Confidentiality protects sensitive client systems, source code, credentials, and business plans. A non-solicitation clause helps prevent disruption to the client's workforce, subject to applicable legal limits.

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Templates/Technical Consulting Agreement