top of page

Discovery Agreement

A Discovery Agreement outlines terms for sharing information during the discovery phase of legal or business processes, ensuring confidentiality and proper use.

BLUF (Bottom Line Up Front)

Discovery Agreement
  • 3 day money back guarantee
  • Includes detailed instructions
  • Option to add attorney review later
Attorney Review - $275
  • Detailed attorney review + feedback

Hiring Independent Contractors_ A California Guide.png

Guide Coming Soon!

We're working hard to create useful and practical guides for all of our templates. This one is not quite ready yet, but please check back soon or send us a message letting us know you'd like this guide!

Coming Soon

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.

Why is it important

When is it needed

Key Provisions

A business meeting

Not sure where to start?

Schedule a free consultation

bottom of page