Jurisdiction(s):
United Kingdom

Consultancy agreements: instruction-taking checklist for drafting and risk management (scope, deliverables, exclusivity, employment status/IR35, performance remedies, fees/expenses, confidentiality/data protection, IP ownership, TUPE)

Published by a LexisNexis Commercial expert

Checklists

Checklist to assist with taking instructions from a business when drafting a consultancy agreement

See also: Key provisions in a consultancy agreement—checklist.

Precedents

For precedent consultancy agreements, see:

Consultancy agreement—company and individual—pro-client
Consultancy agreement—company and company—pro-client
Consultancy agreement—individual and company—pro-consultant
Consultancy agreement—company and company—pro-consultancy
Consultancy agreement—company and individual—pro-client (short form)
Side letter to consultancy agreement—company and company—pro-client

Further related guidance

See: Consultancy services—overview and Practice Notes:

Managed service companies and the anti-avoidance legislation
Deciding appropriate employment status
Personal service companies—the key benefits and key tax considerations
Securing intellectual property rights from employees and contractors
IR35—the large and public client off-payroll regime—practical considerations for the end client

Issue

Business objectives

Why do you want to appoint a consultant?
What are you trying to achieve?

Service scope

What services will fall within the scope of the appointment?
Is there a project programme (if so, please provide)?
Are there specific deliverables and/or milestones?

Consultant information

Do you have a preferred consultant?
If so: (a) have you appointed that consultant previously?...

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Web page updated on 20/05/2026

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