Practice Setup Template Pack
Seven documents every consulting practice needs. Ready to use today.
Professionally drafted, editable Word templates built for professional services consultants — not generic small business forms.
$17
one-time · instant download
What’s Included
Seven templates. Every document you need.
01
Consulting Services Agreement
Legal · 8–10 pages
Your master contract. Covers independent contractor status, scope, IP, confidentiality, limitation of liability, indemnification, termination, and dispute resolution. Includes Exhibit A (SOW) and Exhibit B (Fee Schedule).
02
Scope of Work (SOW)
Project Management · 4–5 pages
Project exhibit attached to your Consulting Agreement. Deliverables table, out-of-scope section, client responsibilities, milestone payment table, and change order process.
03
Consulting Proposal
Business Development · 8–10 pages
Full RFP-response template. Problem statement, methodology, deliverables, team qualifications, org chart section, timeline, personnel hourly rate table, and cost-by-task matrix.
04
Independent Contractor Agreement
Legal · 5–6 pages
For subcontractors. Includes California AB5 warning, IP assignment, 1099 reporting, non-solicitation clause, and pay-when-paid provision.
05
Employment Offer Letter
HR · 3–4 pages
At-will offer letter with compensation, benefits, PTO, I-9. California-specific notes on overtime, sick leave (SB 616), and non-compete unenforceability.
06
Professional Services Invoice
Finance · 1–2 pages
Two-column header, line-item services table, expense row, subtotal/total, payment instructions, and late fee terms.
07
Client Onboarding Workflow
Operations · 3–4 pages
Visual 6-step SOP with flow diagram, pro tips per step, key documents by stage reference table, and a completion checklist.
Bonus
California-Specific Annotations Throughout
AB5, non-compete unenforceability, overtime classification, SB 616 sick leave, and workers’ comp requirements flagged inline throughout every template.
Get Instant Access
Practice Setup Template Pack
$17
One-time purchase · Instant download · 7 editable Word files
✓7 professionally drafted Word templates
✓Editable — fully customize for your practice
✓California-specific annotations throughout
✓Hybrid legal language: plain English + legally sound clauses
✓Instant download after purchase
Secure checkout · Instant delivery · Not legal advice
Not sure if you’re ready for the templates? Start with the free launch checklist first.