Consult With Confidence
Attorney-drafted documents to protect your client relationships and your expertise.
Consultants thrive on expertise, but unclear contracts can lead to scope creep, unpaid invoices, or disputes over deliverables. Our Consulting Bundles give you the core agreements you need to secure clients, define expectations, and protect your business.
Consulting Bundles
Complete Consulting Bundle
For firms or consultants providing access to proprietary products.
Includes:
-
📄 Primary Consulting Agreement (MSA) – Governs all consulting engagements under one contract
📘 Statement of Work (SOW) Template – Flexible add-on for project-specific details
🔒 Confidentiality Agreement – Ensures consistent confidentiality protections across all engagements
-
📄 Discovery Agreement – Short-form consulting agreement for early-stage or trial projects
-
💻 Background Software License / Terms of Service – Protects your proprietary tools, platforms, or methodologies used during client engagements
Plus:
-
⏱️ 60-Minute Review Session – After delivery, you’ll have a 60-minute consultation with an attorney to walk through your documents, answer questions, and discuss practical use.
-
🔄 Unlimited Revisions for 14 Days – For 14 days from the date of delivery, you may request unlimited revisions to your documents to ensure they align with your business needs.
Why it matters: As your consulting practice grows, consistency and scalability matter. The Advanced Bundle helps you manage multiple clients, streamline engagements, and protect your proprietary tools and IP.
Basic Consulting Bundle
For solo consultants or first-time engagements.
Includes:
-
📄 Consulting Agreement – Defines scope of work, deliverables, timelines, and payment terms
-
📘 Statement of Work (SOW) Template – Flexible add-on for project-specific details
-
🔒 Confidentiality Agreement – Protects sensitive information and builds client trust
Plus:
-
⏱️ 30-Minute Review Session – After delivery, you’ll have a 30-minute consultation with an attorney to walk through your documents, answer questions, and discuss practical use.
-
🔄 Unlimited Revisions for 14 Days – For 14 days from the date of delivery, you may request unlimited revisions to your documents to ensure they align with your business needs.
Why it matters: A clear consulting agreement builds trust and ensures you get paid. This bundle gives you the essentials to secure your first clients with confidence.
Lead With Your Paper
Lead With Your Own Paper
Get the right contracts faster — and save compared to individual pricing.
The right contracts don’t just protect you — they help you move faster, look professional, and close on your terms. That’s what we mean by leading with your paper.
-
Attorney-drafted agreements for SaaS companies
-
Covers the most common contracts you’ll need to launch or scale
-
Flat-fee pricing with built-in bundle saving
-
Option to customize or expand as your business grows
Need More Documents? Explore TechDocs Templates
Build out your stack with attorney-vetted templates.
TechDocs Library
Why Our Templates Beat AI-Generated Contracts
Attorney-vetted, practice-tested, and built for real-world use.
AI can generate contract language, but it can’t guarantee accuracy, enforceability, or practical value.
Our templates are drafted and vetted by attorneys, battle-tested in real transactions, and designed with built-in safeguards like intake forms and automations. Plus, they’re flexible — you can even enhance them with AI, including our custom-trained assistant, Betty, available in Client Connect.
⚖️ Attorney-Vetted – Each template is drafted and reviewed by an experienced attorney, not scraped from the internet.
📄 Practice-Tested – Variations of our contracts have been used in real deals, with real companies, and proven effective.
🛠 Smart Workflows – Intake forms and automations guide you through setup to ensure no key detail gets missed.
🤖 AI-Enhanced – Further customize with AI, including Betty, our attorney-trained assistant available under Client Connect