Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Advisory Agreement
"I need an Advisory Agreement for my management consulting firm based in Ontario to provide strategic advisory services to a Vancouver-based technology startup, with the agreement starting March 1, 2025, including specific provisions for virtual consultations and protection of intellectual property."
1. Parties: Identification of the advisor and client, including full legal names and addresses
2. Background: Context of the agreement and brief description of the advisor's business and client's needs
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of advisory services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination
6. Fees and Payment Terms: Compensation structure, payment schedule, and expense reimbursement
7. Obligations of Advisor: Advisor's duties, responsibilities, and standard of care
8. Obligations of Client: Client's responsibilities and commitments
9. Confidentiality: Protection and handling of confidential information
10. Compliance with Laws: Commitment to comply with applicable regulations and laws
11. Representations and Warranties: Statements of fact and promises by both parties
12. Limitation of Liability: Extent and limitations of advisor's liability
13. Indemnification: Mutual or one-way indemnification obligations
14. Notice: Methods and requirements for formal communications
15. General Provisions: Standard legal provisions including governing law, amendments, and assignment
1. Non-Competition: Restrictions on advisor's ability to work with competing clients, used when dealing with sensitive industry information
2. Intellectual Property: Ownership and usage rights of materials created during the engagement, included when deliverables involve creative or proprietary content
3. Force Majeure: Provisions for unforeseeable circumstances, particularly relevant in long-term advisory relationships
4. Dispute Resolution: Alternative dispute resolution procedures, recommended for high-value or complex advisory relationships
5. Insurance: Requirements for professional liability insurance, included when required by regulatory bodies or client policy
6. Data Protection: Specific provisions for handling personal data, necessary when dealing with sensitive client information
7. Subcontracting: Terms for engaging third-party service providers, included when advisor may need to delegate work
1. Schedule A - Services Description: Detailed outline of specific advisory services, methodologies, and deliverables
2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule C - Key Personnel: List of primary advisor personnel assigned to the client
4. Schedule D - Service Levels: Performance metrics and service standards
5. Schedule E - Compliance Requirements: Specific regulatory and compliance obligations
6. Appendix 1 - Required Disclosures: Mandatory regulatory disclosures and advisor qualifications
7. Appendix 2 - Client Information Form: Standard form for collecting client information and preferences
Authors
Financial Services
Management Consulting
Technology
Healthcare
Real Estate
Energy
Manufacturing
Professional Services
Education
Environmental Services
Mining
Agriculture
Telecommunications
Non-Profit
Media and Entertainment
Legal
Compliance
Finance
Business Development
Operations
Risk Management
Procurement
Contract Administration
Corporate Services
Strategy
Advisory Services
Chief Executive Officer
Managing Director
Legal Counsel
Compliance Officer
Business Development Manager
Management Consultant
Financial Advisor
Strategy Consultant
Risk Manager
Operations Director
Chief Financial Officer
Investment Advisor
Business Advisor
Technical Consultant
Project Manager
Procurement Manager
Contract Administrator
Find the exact document you need
Consulting Retainer Contract
Canadian-law governed agreement establishing ongoing professional consulting services on a retainer basis between consultant and client.
Generic Consulting Agreement
A Canadian-law compliant agreement template for establishing and governing professional consulting relationships between clients and consultants.
Master Consulting Agreement
A Canadian law-governed framework agreement establishing terms and conditions for ongoing consulting services, supplemented by project-specific Statements of Work.
Client Consultant Agreement
A Canadian-law governed agreement establishing the terms and conditions between a client and consultant for professional services delivery.
Chef Consulting Agreement
A Canadian-law governed agreement establishing terms for professional chef consulting services, including scope, compensation, and compliance requirements.
Self Employed Contractor Agreement
A Canadian law-governed agreement establishing the terms and conditions between a business and an independent contractor, defining services, payments, and contractor status.
Hourly Consulting Agreement
Canadian-law governed agreement establishing terms for hourly-based consulting services as an independent contractor relationship.
Fixed Fee Consulting Agreement
A Canadian-law governed agreement establishing a fixed-fee consulting relationship with defined deliverables and payment terms.
Consulting Engagement Contract
A Canadian-law governed agreement establishing terms and conditions between a consultant and client, defining services, compensation, and mutual obligations.
Consultant Contract Terms And Conditions
Canadian-law compliant terms and conditions agreement establishing the legal framework for consulting relationships and independent contractor status.
Construction Management Consultant Agreement
A Canadian-law governed agreement defining the terms and conditions for construction management consulting services, including scope, responsibilities, and fee structure.
Hourly Consulting Contract
Canadian-law governed contract for hourly-based consulting services, establishing terms between independent consultants and clients.
Marketing Consultant Retainer Agreement
A Canadian-law governed agreement establishing terms for ongoing marketing consultancy services, including scope, fees, and deliverables.
Executive Consulting Agreement
A Canadian-law governed agreement establishing terms for executive-level consulting services, defining the independent contractor relationship and associated obligations.
Real Estate Consultant Fee Agreement
A Canadian-law governed agreement establishing terms and fees for real estate consulting services, including scope, obligations, and professional requirements.
Music Consultant Contract
A Canadian-law governed agreement establishing terms and conditions between a music consultant and client, defining services, compensation, and professional obligations.
Simple Consulting Contract
A straightforward Canadian consulting agreement template establishing independent contractor relationships while ensuring compliance with federal and provincial requirements.
Startup Consulting Agreement
A Canadian-law governed agreement establishing consulting service terms between consultants and startup companies, covering services, compensation, IP rights, and confidentiality.
Public Relations Consulting Agreement
A Canadian-law governed agreement establishing terms and conditions for professional public relations services between PR consultants and their clients.
Consultant Non Disclosure Agreement
A Canadian-law governed agreement protecting confidential information shared between a company and external consultant during their business relationship.
Software Consulting Contract
A Canadian-law governed agreement establishing terms and conditions for software consulting services, defining the consultant-client relationship and project parameters.
International Consulting Contract
Canadian-law governed agreement for international consulting services, establishing terms and conditions for cross-border professional services delivery.
Commission Based Consulting Agreement
Canadian-law governed agreement establishing commission-based consulting arrangements between businesses and independent consultants, defining service terms and compensation structure.
Project Based Consulting Agreement
Canadian-law governed agreement for project-based consulting services, defining scope, deliverables, and terms between client and consultant.
Restaurant Consulting Contract
A Canadian-law governed agreement between restaurant consultants and restaurant owners/operators defining consulting services, obligations, and commercial terms.
Marketing Contractor Agreement
A Canadian-law governed agreement between a business and independent marketing contractor defining service terms, deliverables, and compliance requirements.
Education Consultant Contract
Canadian-law governed contract for educational consulting services, establishing professional terms and compliance with federal/provincial education regulations.
Technical Consultant Agreement
Canadian-law governed agreement establishing terms for technical consulting services, defining scope, deliverables, and contractor relationship.
Exclusive Consulting Agreement
Canadian-law governed agreement establishing exclusive consulting services relationship, defining terms, obligations, and protective provisions for both parties.
Consultant Engagement Agreement
A Canadian-law governed agreement establishing terms between a client and consultant, defining services, compensation, and contractor status.
Consultancy Partnership Agreement
A Canadian-law governed agreement establishing a partnership between professional consultants, defining operational terms and partner responsibilities.
Engineering Consulting Agreement
Canadian-law governed agreement for professional engineering consulting services, establishing service terms and professional obligations.
Social Media Consultant Contract
A Canadian-compliant contract template for engaging social media consultants, establishing service terms and responsibilities while maintaining independent contractor status.
Freelance Consultant Agreement
A Canadian-law governed agreement establishing terms and conditions between a client and an independent consultant, defining services, payments, and professional obligations.
Monthly Retainer Consulting Agreement
Canadian-law governed agreement establishing ongoing consulting services on a monthly retainer basis, defining service terms and professional relationship parameters.
Business Consulting Contract
Canadian-law governed agreement establishing terms and conditions for professional consulting services between consultants and client organizations.
Consulting Referral Fee Agreement
A Canadian agreement establishing terms for referring clients to consulting firms in exchange for fees, compliant with federal and provincial regulations.
Construction Consulting Contract
A Canadian-law governed agreement establishing terms for professional construction consulting services, including scope, responsibilities, and compensation.
Business Development Consulting Agreement
A Canadian-law governed agreement establishing terms between a company and a business development consultant, including service scope, compensation, and compliance requirements.
Consulting Fee Agreement
A Canadian legal agreement establishing terms, conditions, and fee structures for consulting services, governed by federal and provincial laws.
Marketing Consultant Contract
A Canadian-law governed agreement establishing terms and conditions between a business and a marketing consultant, outlining services, compensation, and mutual obligations.
Success Fee Consulting Agreement
A Canadian-law governed agreement establishing performance-based compensation terms for consulting services, with fees tied to specific measurable outcomes.
Sales Consultant Contract
A Canadian-law governed agreement establishing the terms and conditions between a business and a sales consultant, including services, compensation, and compliance requirements.
Advisory Agreement
A Canadian-law governed agreement establishing the terms and conditions for professional advisory services between an advisor and client.
Advisory Board Consulting Agreement
A Canadian-law governed agreement establishing terms for advisory board consulting services, including roles, compensation, and obligations.
Investment Consulting Agreement
A Canadian-law governed agreement establishing terms and conditions for professional investment consulting services, ensuring compliance with federal and provincial securities regulations.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.