Consulting & Legal Templates
Client-ready templates, free to use
Twenty templates — ten consulting, ten legal — mapped to the full engagement journey, from first conversation to closeout. Open any template to view it, copy the text, or print / save it as a PDF. Placeholders like [Client Name] are yours to fill in.
Consulting
The documents behind winning, scoping, running, and closing an engagement — in order.
Pre-sales
Capabilities Statement
Who you are, what you do best, and the outcomes you deliver — the leave-behind for a first conversation.
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Discovery
Client Discovery Questionnaire
The intake questions that make a first engagement land: context, current state, outcomes, and constraints.
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Positioning
Point of View (POV) One-Pager
A crisp one-page argument: the situation, the insight, the recommendation, and why now.
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Business development
Consulting Proposal
Objectives, approach, scope, timeline, team, and commercials — the full proposal skeleton.
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Scoping
Statement of Work (SOW)
Scope, deliverables, milestones, assumptions, and acceptance criteria for a defined engagement.
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Delivery
Project Charter
Purpose, objectives, scope boundaries, stakeholders, risks, and governance on a single page.
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Delivery
Project / Work Plan
Objectives, phases, milestones, roles, and risks — the working plan behind a signed SOW.
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Delivery
Weekly Status Report
A tight weekly update: status, what shipped, what is next, milestones, risks, and decisions needed.
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Delivery
Change Request / Change Order
Capture a scope change cleanly: what is changing, why, and the impact on scope, schedule, and cost.
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Close
Final Report & Recommendations
What you set out to do, what you found, what you recommend, and the roadmap to act on it.
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Legal
Practical starting points to adapt with your own counsel. These are templates, not legal advice.
Confidentiality
Mutual NDA
A balanced two-way confidentiality agreement for early conversations and diligence.
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Pre-contract
Letter of Intent
A mostly non-binding letter that captures the shape of a deal before the full contract.
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Engagement
Engagement Letter
A short letter confirming scope, fees, and terms for a consulting or advisory engagement.
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Engagement
Consulting Agreement
A standalone agreement to engage a consultant: services, fees, IP, confidentiality, and termination.
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Master terms
Consulting Services Agreement
Master terms for services, IP, confidentiality, liability, and termination — paired with SOWs.
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Contractor
Independent Contractor Agreement
Engage an individual contractor — scope, pay, IP assignment, and contractor status.
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IP
Intellectual Property Assignment
Assign work product and related IP from a contributor to your company, with a moral-rights waiver.
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Data & privacy
Data Processing Addendum
A starting-point DPA for when a vendor processes personal data on your behalf.
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Change
Contract Amendment
A clean amendment to a signed agreement: what changes, when, and that everything else stands.
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Close
Termination Letter
A professional notice to end an agreement: effective date, wind-down, final payment, surviving terms.
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