A free retainer agreement generator, no account required
Build a formatted consulting retainer agreement — flat monthly, included-hours, or availability-based — and download it as PDF or Word.
Retainers are the hardest consulting arrangement to paper properly, because the interesting questions are the ones templates skip. What happens to unused hours. What the overage rate is. Whether prepaid fees are refundable if either side walks away in month two.
Three fee models
- Flat monthly — a fixed fee for an agreed scope of ongoing work.
- Included hours — a monthly block with an overage rate, and an explicit choice about whether unused hours roll over or expire.
- Availability — a fee that secures your availability, with work billed separately at an hourly rate.
The generator also covers term and renewal (including whether it auto-renews month to month and whether rates are reviewed at renewal), termination notice, what happens to prepaid fees, confidentiality, and governing law.
What you get
A formatted agreement you can download as PDF or Word, free, with no account and no email required. Your work is saved in your browser as you type, so closing the tab by accident does not cost you the draft.
If you do have a ConsultBase account, the same generator inside the dashboard pre-fills your business details, picks up your brand colour, lets you select an existing client, and saves the result straight to your proposals.
The clauses are real, plain-English boilerplate written to be defensible — but this is a document generator, not legal advice, and it is not a substitute for a lawyer reviewing an agreement you intend to rely on.
Try it on your own practice.
Unlimited clients on every plan, and a 14-day free trial with no credit card required.
Start your free trial