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Consulting SOW

Consulting SOW Template for India

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Key Requirements PROMPT example:

Consulting SOW

"I need a Consulting SOW for a 6-month digital transformation project starting January 2025, where a technology consulting firm will be implementing new CRM software and training our staff - must include strong data protection clauses and milestone-based payments."

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Document background
This Consulting Statement of Work (SOW) template is essential for formalizing consulting engagements in India, providing a structured framework that complies with Indian contract law and professional services regulations. It should be used whenever a company engages external consultants or consulting firms for specific projects or services. The document captures crucial elements including scope definition, delivery timelines, payment terms, intellectual property rights, and confidentiality provisions, while ensuring compliance with Indian taxation requirements including GST and TDS provisions. This template is particularly valuable for businesses operating in India who need to document consulting arrangements with clear deliverables, milestones, and performance metrics while maintaining legal compliance and protecting both parties' interests.
Suggested Sections

1. Parties: Identification of the consulting service provider and the client, including full legal names, addresses, and company registration details

2. Background: Context of the consulting engagement and brief description of why the parties are entering into this SOW

3. Definitions: Key terms used throughout the SOW defined for clarity and consistency

4. Scope of Services: Detailed description of the consulting services to be provided, including specific tasks and responsibilities

5. Term and Timeline: Duration of the SOW, including start date, end date, and any milestone dates

6. Deliverables: Specific outputs, documents, or results to be produced by the consultant

7. Fees and Payment Terms: Consulting fees, payment schedule, expenses, and applicable taxes including GST considerations

8. Performance Standards: Quality standards, acceptance criteria, and performance metrics for the services

9. Intellectual Property Rights: Ownership and usage rights of work products, pre-existing IP, and newly created IP

10. Confidentiality: Protection of confidential information shared during the engagement

11. Consultant's Obligations: Key responsibilities, commitments, and warranties provided by the consultant

12. Client's Obligations: Client's responsibilities, including provision of information, access, and resources

13. Termination: Conditions and process for ending the SOW, including notice periods and consequences

14. Governing Law and Jurisdiction: Specification of Indian law as governing law and jurisdiction for dispute resolution

Optional Sections

1. Change Control: Process for managing changes to scope, timeline, or deliverables - include when the project scope might evolve

2. Service Levels: Specific performance metrics and service levels - include for technology or operational consulting services

3. Personnel: Key personnel assignments and replacement provisions - include when specific consultant expertise is crucial

4. Data Protection: Specific data handling and protection requirements - include when personal or sensitive data is involved

5. Non-Compete: Restrictions on competing activities - include when sharing sensitive market strategies or proprietary methods

6. Force Majeure: Provisions for unforeseen circumstances - include for long-term or high-value engagements

7. Insurance: Insurance requirements and coverage - include for high-risk or regulated industry consulting

8. Compliance with Laws: Specific regulatory compliance requirements - include for regulated industries

9. Subcontracting: Terms for engaging subcontractors - include when subcontracting might be needed

Suggested Schedules

1. Schedule A - Scope of Work: Detailed breakdown of services, methodologies, and specific tasks to be performed

2. Schedule B - Deliverables and Timeline: Detailed description of all deliverables with specific due dates and acceptance criteria

3. Schedule C - Fee Schedule: Detailed breakdown of fees, payment milestones, and expense categories

4. Schedule D - Key Personnel: Details of key consultant personnel, their roles, and time commitment

5. Schedule E - Client Resources: List of resources, access, and information to be provided by the client

6. Appendix 1 - Project Management Procedures: Detailed procedures for project management, reporting, and communication

7. Appendix 2 - Acceptance Testing Procedures: Procedures and criteria for accepting deliverables

8. Appendix 3 - Security Requirements: Specific security protocols and requirements for the engagement

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions

































Clauses






























Relevant Industries

Information Technology

Management Consulting

Financial Services

Healthcare

Manufacturing

Professional Services

Education

Retail

Telecommunications

Energy and Utilities

Real Estate

Infrastructure

Digital Transformation

Business Process Outsourcing

Relevant Teams

Legal

Procurement

Finance

Human Resources

Information Technology

Operations

Project Management Office

Commercial

Vendor Management

Business Development

Compliance

Risk Management

Relevant Roles

Procurement Manager

Legal Counsel

Contract Manager

Project Manager

Business Unit Head

Chief Financial Officer

Chief Technology Officer

Operations Director

HR Director

Vendor Management Lead

Sourcing Manager

Commercial Manager

Business Development Manager

Department Head

Program Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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