Consulting & Legal Templates

Client-ready templates, free to use

A starter library of the documents behind good consulting and legal work. Open any template to view it, copy the text, or print / save it as a PDF. Placeholders like [Client Name] are yours to fill in.

Consulting

The structures behind scoping, proposing, and running an engagement.

Positioning

Point of View (POV) One-Pager

A crisp one-page argument: the situation, the insight, the recommendation, and why now.

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Business development

Consulting Proposal

Objectives, approach, scope, timeline, team, and commercials — the full proposal skeleton.

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Scoping

Statement of Work (SOW)

Scope, deliverables, milestones, assumptions, and acceptance criteria for a defined engagement.

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Delivery

Project Charter

Purpose, objectives, scope boundaries, stakeholders, risks, and governance on a single page.

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Legal

Practical starting points to adapt with your own counsel. These are templates, not legal advice.

Confidentiality

Mutual NDA

A balanced two-way confidentiality agreement for early conversations and diligence.

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Engagement

Engagement Letter

A short letter confirming scope, fees, and terms for a consulting or advisory engagement.

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Master terms

Consulting Services Agreement

Master terms for services, IP, confidentiality, liability, and termination — paired with SOWs.

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