Get the free Initial Consultation Agreement

This document outlines the terms and conditions for the initial consultation between Ethos Canadian Immigration Services and prospective clients seeking immigration advice. It details the scope of services provided, consultation fees, payment methods, limits of engagement, client responsibilities, refund policy, and confidentiality obligations.

How to fill out initial consultation agreement

How to fill out initial consultation agreement

1. Begin by stating the date of the consultation.
2. Include the names and contact information of both parties involved.
3. Clearly outline the purpose of the consultation.
4. Define the scope of services to be provided.
5. Specify the fees and payment terms.
6. Include any confidentiality agreements or clauses.
7. Outline the process for cancellation or rescheduling.
8. Provide a space for both parties to sign and date the agreement.

Who needs initial consultation agreement?

1. Clients seeking professional advice or services.
2. Service providers looking to formalize their consultation process.
3. Lawyers, therapists, or consultants providing specialized services.
4. Organizations entering into initial consultations.

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What is initial consultation agreement?

An initial consultation agreement is a formal document outlining the terms and conditions of a consultation between a client and a professional, specifying expectations, services to be provided, fees, and confidentiality.

Who is required to file initial consultation agreement?

Typically, professionals such as consultants, therapists, lawyers, or other service providers who engage in initial assessments with clients are required to file an initial consultation agreement.

How to fill out initial consultation agreement?

To fill out an initial consultation agreement, one should provide necessary client information, detail the services to be provided, outline payment terms, and include clauses on confidentiality and termination conditions.

What is the purpose of initial consultation agreement?

The purpose of the initial consultation agreement is to establish a clear understanding between the client and the professional about their relationship and to protect the interests of both parties.

What information must be reported on initial consultation agreement?

The agreement must include client and provider details, a description of the services, the fee structure, confidentiality provisions, and any relevant disclaimers or terms of service.