The Advisory Services Contract is essential for formalizing professional consulting relationships under U.S. jurisdiction. This document is typically used when an individual or firm provides specialized expertise, guidance, or recommendations to clients on a professional basis. The contract protects both parties by clearly defining expectations, deliverables, payment terms, and legal obligations. It's particularly important in regulated industries where compliance requirements must be addressed, and includes provisions for confidentiality, intellectual property rights, and liability limitations.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let ¶¶Òõ¶ÌÊÓƵ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies all parties to the agreement, including full legal names and addresses
2. Background/Recitals: Provides context and purpose of the advisory relationship
3. Definitions: Defines key terms used throughout the agreement
4. Scope of Services: Detailed description of advisory services to be provided
5. Term and Termination: Duration of agreement and conditions for termination
6. Fees and Payment: Compensation structure, payment terms, and expenses
7. Confidentiality: Protection of confidential information shared during the engagement
8. Independent Contractor Status: Clarification of relationship between parties
9. General Provisions: Standard legal provisions including governing law, notices, etc.
1. Intellectual Property Rights: Ownership and usage rights of created materials - include when advisor will create or use intellectual property
2. Non-Compete: Restrictions on competitive activities - include when protecting against competition is crucial
3. Insurance Requirements: Required insurance coverage - include when services involve significant liability risks
4. Data Protection: Handling of personal or sensitive data - include when processing personal or sensitive information
1. Schedule A - Scope of Services: Detailed breakdown of services to be provided
2. Schedule B - Fee Schedule: Detailed breakdown of fees and payment terms
3. Schedule C - Key Personnel: List of key individuals providing services - include when specific individuals are critical to the engagement
4. Schedule D - Service Levels: Performance metrics and standards - include when specific performance levels need to be maintained
5. Appendix 1 - Required Qualifications: Professional qualifications and certifications required - include when specific qualifications are necessary
Authors
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Government Contract Bid Proposals
A formal response to U.S. government contract solicitations, outlining technical capabilities, pricing, and regulatory compliance.
find out more
Holding Company Articles Of Incorporation
A US legal document filed with state authorities to establish a holding company, defining its basic structure and governance.
find out more
Sub Advisor Agreement
A U.S.-governed agreement establishing the relationship between a primary investment advisor and sub-advisor for delegated investment management services.
find out more
Startup Advisory Board Agreement
A U.S.-governed agreement establishing the relationship between a startup and its advisory board members, including duties, compensation, and obligations.
find out more
Senior Advisor Agreement
A U.S.-governed contract establishing terms for senior advisory services, including scope, compensation, and confidentiality provisions.
find out more
Investment Consulting Agreement
A U.S.-governed agreement establishing terms for investment consulting services, compliant with federal and state securities laws.
find out more
Investment Advisory Agreements
A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, subject to federal and state securities laws.
find out more
Investment Advisor Contract
A U.S.-governed agreement establishing the terms and conditions between an investment advisor and client, compliant with federal securities laws.
find out more
Financial Consulting Services Agreement
A U.S.-governed agreement establishing terms for professional financial consulting services, including scope, fees, and regulatory compliance requirements.
find out more
Financial Consulting Engagement Letter
A U.S.-compliant document establishing the terms and conditions between a financial consultant and client, outlining services, fees, and responsibilities.
find out more
Financial Consulting Agreement
A U.S.-governed agreement defining terms for professional financial advisory services between a consultant and client, compliant with federal and state regulations.
find out more
Financial Consultant Contract
A U.S.-governed agreement establishing terms between a financial consultant and client, covering services, compensation, and regulatory compliance.
find out more
Financial Advisory Services Agreement Template
A U.S.-compliant agreement establishing the terms and conditions for professional financial advisory services between an advisor and client.
find out more
Financial Advisory Services Agreement
A U.S.-governed agreement establishing the terms for professional financial advisory services, compliant with federal and state securities laws.
find out more
Financial Advisory Agreement
A U.S.-governed agreement establishing the terms for providing professional financial advisory services, compliant with federal and state securities regulations.
find out more
Financial Advisor Contract Template
A U.S.-compliant contract template establishing the terms and conditions between a financial advisor and client, addressing key regulatory requirements and service parameters.
find out more
Financial Advisor Confidentiality Agreement
A U.S.-governed agreement protecting confidential information exchanged between financial advisors and their clients.
find out more
Financial Advisor Agreement Template
A U.S.-governed agreement establishing the terms and conditions between a financial advisor and client, compliant with SEC and FINRA regulations.
find out more
Advisory Services Contract
A U.S.-governed contract establishing terms for professional advisory services between a consultant and client.
find out more
Advisory Services Agreement
A U.S.-governed contract establishing terms for professional advisory services between a service provider and client.
find out more
Advisor Contract
A U.S.-governed contract establishing terms for professional advisory services, including scope, compensation, and obligations.
find out more
Advisor Agreement Startup Template
A U.S.-compliant legal agreement establishing the terms and conditions between a startup and its advisor, including services, compensation, and confidentiality provisions.
find out more
Advisor Agreement Form
A U.S. legal document establishing terms and conditions for advisory services, including scope, compensation, and obligations.
find out more
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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)