Create a Consulting Service Agreement in 30 Seconds
Describe your engagement and EZdoc builds a fillable consulting agreement your client can review on any device and sign.
See a Consulting Service Agreement in action
One prompt in, a finished document out — fully editable and yours to download. Not a template, not a mockup.
From idea to download in three steps
Describe your consulting engagement and the fields you need
AI builds a fillable consulting service agreement with scope and deliverables
Send it to the client, collect their signature, and download a signed PDF
Everything you need, nothing in the way
Built for speed and polish — so the document is done before you would have finished formatting the first page.
Scope and Deliverables
A free-form engagement scope plus a numbered deliverables list with target dates, so the work and milestones are spelled out.
Retainer or Hourly Rate and Term
Choose a monthly retainer or hourly basis, set the amount, term, start date, and payment terms such as Net 15.
Confidentiality and Sign-Off
A built-in confidentiality and work-product clause, with signature lines for the client and the consultant.
Send, Collect, and E-Sign
Share a link or PDF, let the client review it on any device, sign at the bottom, and get a completed engagement agreement back.
Tweak with AI
Refine any result by chatting — "make it warmer", "add my logo top-right", "shorten the intro". The document updates in place.
Print-ready PDF
Export a clean, print-ready PDF, or publish your document as a one-page webpage — ready to send, share, or print.
How to make a consulting service agreement
A consulting service agreement defines the engagement scope, the deliverables and dates, the rate, and the confidentiality terms so both you and the client are aligned before the work starts. EZdoc builds a blank, fillable form you can send, collect, and get signed.
What to put on the form
- Parties. Client and contact, your firm or name, and an engagement number.
- Scope. A clear engagement-scope paragraph describing what you will advise on or deliver.
- Deliverables. A numbered list with target dates so milestones are unambiguous.
- Rate and term. A monthly retainer or hourly basis, the amount, the term, the start date, and payment terms such as Net 15.
Send it and get it signed
- Share a link or PDF and the client reviews the engagement on any device.
- The confidentiality and work-product clause protects both sides up front.
- The client and consultant sign and date, and you keep a signed copy on file.
For a one-off statement of work or a fixed-fee deliverable rather than an ongoing engagement, EZdoc's contract generator is a better fit.
Questions, answered plainly
What should a consulting service agreement include?
The client and consultant, an engagement number, the scope of work, a deliverables list with target dates, the rate basis and amount, the term and start date, payment terms, a confidentiality clause, and signature lines for both parties.
Does it support a retainer or an hourly rate?
Both. The form lets you mark a monthly retainer or hourly basis and enter the amount, term, start date, and payment terms.
Can the client sign the consulting agreement electronically?
Yes. The client reviews the engagement on any device and adds an e-signature, and you receive a completed, signed agreement as a PDF.
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