--- title: How to create a Consultancy Agreement description: Hiring a consultant as an individual or a company for a project? Here's how... --- [Skip to content](https://help.seedlegals.com/migration/en/5336176-how-to-create-a-consultancy-agreement#main-content) English Show submenu for translations ![special-case-sl-logo.png\]](https://help.seedlegals.com/hs-fs/hubfs/special-case-sl-logo.png?height=18&name=special-case-sl-logo.png) - [Home](https://seedlegals.com/) Open main navigation Close main navigation - [Home](https://seedlegals.com/) - English Show submenu for translations - Home Home How can we help? - There are no suggestions because the search field is empty. 1. [Help Centre (UK)](https://help.seedlegals.com/migration/en?hsLang=en) 2. [Team, Agreements & Policies](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en) 3. [Employee, Advisor & Consultancy Agreements](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en#employee-advisor-consultancy-agreements) - [Account, Login, Settings, Payment FAQs](https://help.seedlegals.com/migration/en/account-login-settings-payment-faqs?hsLang=en#main-content) - [Your Company Account](https://help.seedlegals.com/migration/en/account-login-settings-payment-faqs?hsLang=en#your-company-account) - [User Settings](https://help.seedlegals.com/migration/en/account-login-settings-payment-faqs?hsLang=en#user-settings) - [Login](https://help.seedlegals.com/migration/en/account-login-settings-payment-faqs?hsLang=en#login) - [Memberships](https://help.seedlegals.com/migration/en/account-login-settings-payment-faqs?hsLang=en#memberships) - [Billing & Payments](https://help.seedlegals.com/migration/en/account-login-settings-payment-faqs?hsLang=en#billing-payments) - [My Profile](https://help.seedlegals.com/migration/en/account-login-settings-payment-faqs?hsLang=en#my-profile) - [Legal and Document FAQs](https://help.seedlegals.com/migration/en/legal-and-document-faqs?hsLang=en#main-content) - [Documents](https://help.seedlegals.com/migration/en/legal-and-document-faqs?hsLang=en#documents) - [Signature](https://help.seedlegals.com/migration/en/legal-and-document-faqs?hsLang=en#signature) - [Shareholders & Investors](https://help.seedlegals.com/migration/en/legal-and-document-faqs?hsLang=en#shareholders-investors) - [Languages & Translations](https://help.seedlegals.com/migration/en/legal-and-document-faqs?hsLang=en#languages-translations) - [Cap Table, Companies House, Shares and Share Certificates](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#main-content) - [Cap Table](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#cap-table) - [Incorporation](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#incorporation) - [Shares](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#shares) - [Share transfer](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#share-transfer) - [Share classes](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#share-classes) - [Share Certificates](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#share-certificates) - [Companies House](https://help.seedlegals.com/migration/en/cap-table-companies-house-shares-and-share-certificates?hsLang=en#companies-house) - [Pitch](https://help.seedlegals.com/migration/en/pitch?hsLang=en) - [SEIS/EIS](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#main-content) - [Before starting - Do I qualify for SEIS/EIS?](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#before-starting-do-i-qualify-for-seis-eis) - [S/EIS Advance Assurance Application](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#s-eis-advance-assurance-application) - [S/EIS Compliance](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#s-eis-compliance) - [S/EIS Pitch Deck/ Business plan](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#s-eis-pitch-deck-business-plan) - [I have finished my S/EIS AA Application](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#i-have-finished-my-s-eis-aa-application) - [Step by step guides on how to use the platform regarding SEIS - EIS](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#step-by-step-guides-on-how-to-use-the-platform-regarding-seis-eis) - [General SEIS/EIS](https://help.seedlegals.com/migration/en/seis-eis?hsLang=en#general-seis-eis) - [SeedFAST / SeedNOTE](https://help.seedlegals.com/migration/en/seedfast-seednote?hsLang=en#main-content) - [Creating SeedFAST](https://help.seedlegals.com/migration/en/seedfast-seednote?hsLang=en#creating-seedfast) - [SeedFAST & SEIS-EIS](https://help.seedlegals.com/migration/en/seedfast-seednote?hsLang=en#seedfast-seis-eis) - [Converting your SeedFAST](https://help.seedlegals.com/migration/en/seedfast-seednote?hsLang=en#converting-your-seedfast) - [SeedNOTE](https://help.seedlegals.com/migration/en/seedfast-seednote?hsLang=en#seednote) - [Funding Rounds](https://help.seedlegals.com/migration/en/funding-rounds?hsLang=en#main-content) - [Starting your round on SeedLegals](https://help.seedlegals.com/migration/en/funding-rounds?hsLang=en#starting-your-round-on-seedlegals) - [Standalone documents - editing/uploading documents](https://help.seedlegals.com/migration/en/funding-rounds?hsLang=en#standalone-documents-editing-uploading-documents) - [Negotiating your round](https://help.seedlegals.com/migration/en/funding-rounds?hsLang=en#negotiating-your-round) - [Closing your round](https://help.seedlegals.com/migration/en/funding-rounds?hsLang=en#closing-your-round) - [Instant Investment](https://help.seedlegals.com/migration/en/instant-investment?hsLang=en#main-content) - [How to use Instant Investment](https://help.seedlegals.com/migration/en/instant-investment?hsLang=en#how-to-use-instant-investment) - [Closing an Instant Investment and after](https://help.seedlegals.com/migration/en/instant-investment?hsLang=en#closing-an-instant-investment-and-after) - [Board of Directors and Company Governance](https://help.seedlegals.com/migration/en/board-of-directors-and-company-governance?hsLang=en) - [Options and Option Schemes](https://help.seedlegals.com/migration/en/options-and-option-schemes?hsLang=en#main-content) - [Option Pool General](https://help.seedlegals.com/migration/en/options-and-option-schemes?hsLang=en#option-pool-general) - [Option Schemes General](https://help.seedlegals.com/migration/en/options-and-option-schemes?hsLang=en#option-schemes-general) - [EMI Option Scheme General Knowledge](https://help.seedlegals.com/migration/en/options-and-option-schemes?hsLang=en#emi-option-scheme-general-knowledge) - [EMI Option Scheme - step by step guides on how to complete a valuation and grant options!](https://help.seedlegals.com/migration/en/options-and-option-schemes?hsLang=en#emi-option-scheme-step-by-step-guides-on-how-to-complete-a-valuation-and-grant-options) - [EMI Option Scheme - what to do once the options have been granted!](https://help.seedlegals.com/migration/en/options-and-option-schemes?hsLang=en#emi-option-scheme-what-to-do-once-the-options-have-been-granted) - [R&D Tax Credits](https://help.seedlegals.com/migration/en/rd-tax-credits?hsLang=en#main-content) - [R&D Tax Credits claim](https://help.seedlegals.com/migration/en/rd-tax-credits?hsLang=en#rd-tax-credits-claim) - [Team, Agreements & Policies](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en#main-content) - [Founders Agreement](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en#founders-agreement) - [Employee, Advisor & Consultancy Agreements](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en#employee-advisor-consultancy-agreements) - [NDA & IP assigment](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en#nda-ip-assigment) - [Hiring, Holidays & Sick Leave](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en#hiring-holidays-sick-leave) - [Policies](https://help.seedlegals.com/migration/en/team-agreements-policies?hsLang=en#policies) - [Investors & Deal Manager](https://help.seedlegals.com/migration/en/investors-deal-manager?hsLang=en#main-content) - [Document's view & signatures](https://help.seedlegals.com/migration/en/investors-deal-manager?hsLang=en#documents-view-signatures) - [Profile & Settings](https://help.seedlegals.com/migration/en/investors-deal-manager?hsLang=en#profile-settings) - [Syndicates](https://help.seedlegals.com/migration/en/investors-deal-manager?hsLang=en#syndicates) - [Accelerators](https://help.seedlegals.com/migration/en/accelerators?hsLang=en) # How to create a Consultancy Agreement ## Hiring a consultant as an individual or a company for a project? Here's how... Need to hire a consultant? Our Consultancy Agreement makes that easy! **A consultancy agreement is an agreement between your company and anyone working for the company as a contractor and not a full-time company employee.** Consultancy agreements are used to engage people (contractors) working for your company who are not part of the executive team, long-term advisors, or employees. They are mostly used for shorter-term engagements of a few months, and they are not treated as employees; they don’t go on the payroll, and you do not pay National Insurance. You can even give the consultant shares or share options that vest over a period of time or on hitting specified milestones. **Our agreement outlines their roles and responsibilities, their invoicing and payment terms, and assigns any intellectual property they create while they are working for you to the company.** You can create a consultancy agreement on the platform with our Access memberhsip. **Here's how to create one on the platform: ** 1. **[Create the Consultancy Agreement](https://help.seedlegals.com/migration/en/5336176-how-to-create-a-consultancy-agreement#create)** 2. **[Fill in the Terms](https://help.seedlegals.com/migration/en/5336176-how-to-create-a-consultancy-agreement#terms)** 3. **[Sign the Consultancy Agreement](https://help.seedlegals.com/migration/en/5336176-how-to-create-a-consultancy-agreement#sign)** 4. [**Share the Consultancy Agreement for signature**](https://help.seedlegals.com/migration/en/5336176-how-to-create-a-consultancy-agreement#share) ### Step 1: Create the Consultancy Agreement From the **'Team'** tab on the left of your screen, click on ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-12-45-04-7435-PM.png?width=133&height=33&name=image-png-Nov-23-2023-12-45-04-7435-PM.png) ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-12-55-46-0483-PM.png?width=583&height=230&name=image-png-Nov-23-2023-12-55-46-0483-PM.png) - A window will appear, allowing you to add the team member.  - You will see the names of existing users in your account. If one of them is the team member for whom you wish to create the consultancy agreement, click on their name. Otherwise, click on ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-01-11-57-5352-PM.png?width=85&height=24&name=image-png-Nov-23-2023-01-11-57-5352-PM.png) to fill in their information. - Choose **'Contractor'** as the contract type and fill in the key terms of the agreement, then click on **'Confirm'** ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Oct-04-2025-09-24-29-8288-PM.png?width=688&height=384&name=image-png-Oct-04-2025-09-24-29-8288-PM.png) You have now created the contractor's profile in the team section. Click on ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-01-42-58-0417-PM.png?width=122&height=31&name=image-png-Nov-23-2023-01-42-58-0417-PM.png) to create the agreement. A window will pop up, then click on **'Consultancy Agreement'**   **![](https://help.seedlegals.com/hs-fs/hubfs/Screenshot%202025-10-04%20231503-png.png?width=688&height=239&name=Screenshot%202025-10-04%20231503-png.png)** ### **STEP 2: Fill in the terms** Complete the key terms of the contract and click **'Done'** when finished, and that's it, the consultancy agreement is created. ![](https://help.seedlegals.com/hs-fs/hubfs/Screenshot%202023-11-23%20150734-png.png?width=565&height=282&name=Screenshot%202023-11-23%20150734-png.png) You have the option to pay your consultants with equity and/or cash. To learn more about how to reward consultants with equity, read this article: [Rewarding Consultants, Advisors, and Non-Executive Directors for Their Services with Equity](https://help.seedlegals.com/en/how-to-issue-equity-for-services-to-your-non-executive-directors-consultants-or-advisors?hsLang=en).   **Would you like to add or change something to the terms?** - - As long as the document is not signed, the Key Terms are modifiable. Head to **'My Documents' (1)**, open the **Consultancy Agreement** in question (2), then switch to **the Terms view (3)**. Then click on **the pencil icon (4)** to edit the terms. ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-03-29-39-8416-PM.png?width=483&height=261&name=image-png-Nov-23-2023-03-29-39-8416-PM.png) ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-03-44-11-1626-PM.png?width=482&height=231&name=image-png-Nov-23-2023-03-44-11-1626-PM.png) ### Step 3: Sign the Consultancy Agreement Click ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-04-02-49-2727-PM.png?width=73&height=30&name=image-png-Nov-23-2023-04-02-49-2727-PM.png)on the top right of the document to sign the contract. ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-04-01-49-0592-PM.png?width=528&height=269&name=image-png-Nov-23-2023-04-01-49-0592-PM.png) You can now share the contract with the contractor for signature! ### Step 4. Share the Consultancy Agreement for signature To share the Consultancy Agreement to be signed with the contractor, click on the share icon ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-04-15-12-9572-PM.png?width=35&height=29&name=image-png-Nov-23-2023-04-15-12-9572-PM.png)at the top right of the document, then click on ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-04-15-43-5770-PM.png?width=46&height=25&name=image-png-Nov-23-2023-04-15-43-5770-PM.png)or ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-04-16-52-9694-PM.png?width=272&height=31&name=image-png-Nov-23-2023-04-16-52-9694-PM.png) ![](https://help.seedlegals.com/hs-fs/hubfs/image-png-Nov-23-2023-04-18-59-8331-PM.png?width=545&height=1340&name=image-png-Nov-23-2023-04-18-59-8331-PM.png) Once everyone has signed, you can download the document as a PDF and save it for your records. It’s an important document, so keep it safe! ### Any questions? If you have any questions, click the bottom right button to message us in chat - we'll be happy to help.   - [Home](https://seedlegals.com/) [![Chill listening crop-3](https://help.seedlegals.com/hs-fs/hubfs/favicon.png?width=24&height=24&name=favicon.png "Chill listening crop-3")](https://seedlegals.com) SeedLegals Copyright © 2025, SeedLegals