Website terms: consultancy business; includes licence for supporting product or systems
Terms for a consultancy firm or professional services provider, where the service is ordered through your website but delivered offline. Additionally, this template includes a license for use of systems or know-how that are provided the service, and strong intellectual property protection. For example, you might provide DVDs or manuals that you have written that support the personalised service that is your primary product.
- Solicitor approved
- Plain English makes editing easy
- Guidance notes included
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Three variations of your standard terms and conditions
This is one of three consultancy / professional Net Lawman terms and conditions documents which could be used either as website T&C or as a hand out to a client. Not suitable as a negotiated document (for which, see below). All three are for a business model where a professional service uses a website to promote the business.
The website may be set up to:
- sell your expert and professional service or advice against pre-payment through the website or setting up a subscription.
- sell some special “pre-pack” of your range of services, as a management consultant might sell a particular specialism, or an architect might sell packs of drawings for self-builders.
- bring in a prospective client so that you can give him a price for the work he wants, then pay in advance through your website. An example might be a children’s tutor where the website is primarily a medium for information and advance payment.
- sell a service supported by a product or device. This is a little more complicated because either you license your product or you sell it. In the first instance your T&C should include the terms of the licence.
The three variations are:
- Services only, nothing requiring a formal licence. That is at T&C consultancy: professional or trade service; payment options; B2B and B2C.
- Services, supported by the sale of some physical product, even a dvd or hard copy materials. That is at T&C consultancy: professional or expert service; sale of supporting products.
- Services, where your expertise depends on intellectual property which could be used in ways you do not wish to allow. That is this agreement.
About this agreement
Just a few examples of a business which may need this document are:
- you provide environmental hazard assessments and permit your client to use your copyright systems and materials.
- you provide children’s tutorial or sports training services. You wish to make clear to parents that your materials may not be distributed to school friends.
- you are an engineering consultant with your own copyright systems which are used by your clients. You wish to set the limits of how they may use your materials.
This is a standard terms and conditions document for an expert or professional service bought via the Internet but provided personally, probably face to face. It is probably:
- a service in an identifiable “package”
- a subscription service, or
- a periodic service, or
- a service for which you respond to Internet enquiries and give a quotation.
- a service where you feel you should control and protect your copyright or other intellectual property
The agreement provides for situations where the advice or service given is supported by some licensed product, whether an entire factory management system or simply some device for measuring the temperature of rain drops. The licence provisions are very strong, with many options.
Although a website T&C document, it is also suitable, with easy edits, for presenting to a client as “your terms”, without reference to the Internet. It covers (optional) provisions for a close working relationship. It is not for an impersonal, automated service provision.
Contains strong provision for confidentiality and protection of your intellectual property, - we assume you may use texts or software of great value.
Alternatives to this agreement
If your business model requires that you negotiate the terms of your retainer with each client, then sign the document, you will need a contract document consultancy agreement from our set at Consultancy agreements. You may not need a website T&C document if you do not make any contract via your website.
If you trade via the Internet and this document does not fit, have another look at: Web site terms and conditions: service providers.
Contents of this agreement
- Definitions and interpretation
- Basis of contract
- Credit card security
- Price and payment
- Service provision
- Renewal payments
- Foreign taxes
- Liaison with client
- Work management procedures
- Compliance issues
- Protection of your intellectual property
- Disclaimers and many matters to protect you
Over 1,500 words of helpful drafting notes.
This document was written by a solicitor for Net Lawman. It complies with current South Africa law.
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