BLUF (Bottom Line Up Front)
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Discovery Agreement
What is it
A Discovery Agreement is a legal document that outlines the terms and conditions for the initial phase of a consulting engagement, where the consultant gathers information, assesses the client's needs, and identifies potential solutions. This agreement specifies the scope of the discovery work, the duration, confidentiality obligations, deliverables, and payment terms. It ensures that both the consultant and the client have a clear understanding of the objectives and expectations for this preliminary stage, providing a foundation for any subsequent consulting work. This agreement helps establish a structured approach to understanding the client's challenges and opportunities before committing to a more extensive engagement.