# Free Professional Services Templates Source: https://nerix.ai/templates/for/professional-services Consulting and service agreements, proposals, statements of work, NDAs, client intake and onboarding, invoices and payment letters. Fill in a short form and download Word or PDF. Search templates / - Popular - A to Z - Newest Filter templates Category Type Price ## 25 templates - [Consulting Agreement This agreement is made on 7 November 2026 between: Client: name , of Client: address ("the Client"); and Consultant: your name or business , of Consultant: address ("the Consultant"). The Client and the Consultant are each a "party" and together "the parties". The Client wishes… 1. Definitions In this agreement: "Services" means the services described in section 2, as changed under section 2. "Work Product" means the reports, documents, analyses, recommendations and other materials that… "Confidential Information" means non-public information, in any form, that one party gives the… "Fees" means the amounts payable to the Consultant under section 4. Consulting agreement Agree services, fees, ownership of the work and fair limits with a client. Contracts and agreements](https://nerix.ai/templates/consulting-agreement) - [Master Services Agreement This agreement is made on Effective date between: Client: name , of Client: address ("the Client"); and Service provider: name , of Service provider: address ("the Provider"). 1. Definitions and structure 1.1 In this agreement: "Services" means the services the Provider supplies under this agreement, in general: General… "SOW" means a written statement of work signed by both parties that refers to this agreement an… "Deliverables" means the items the Provider must hand over to the Client under a SOW. "Background Materials" means the materials, tools, software, methods and know-how that a party… Master services agreement Agree the general terms once, then add each job as a statement of work. Company and legal Premium, €9.99](https://nerix.ai/templates/master-services-agreement) - [Statement of Work Reference: SOW number or reference (optional) Date: 7 November 2026 This statement of work ("SOW") is made under the The agreement this SOW falls under, with its… Client (the "Client"); and Supplier (the "Supplier"), each a "Party" and together "the Parties". 1. How this SOW fits the Agreement The Agreement applies to this SOW, and words defined in the Agreement have the same meaning her… 2. Scope Scope of the work Statement of work (SOW) Define one project under your main agreement: scope, deliverables, dates, acceptance and fees. Contracts and agreements](https://nerix.ai/templates/statement-of-work) - [Service Level Agreement This agreement is made on 7 November 2026 between: Provider: name , of Provider: address ("the Provider"); and Customer: name , of Customer: address ("the Customer"). This agreement sets the level of service the Provider promises the Customer, how that level is… 1. Definitions In this agreement: "Service" means the service described in section 2. "Availability" means the share of a Measurement Period, in minutes, in which the Service works… "Availability Target" means the target in section 4. "Excluded Time" means time described in section 6. Service level agreement (SLA) Set the service you promise, how fast you respond and what happens when you fall short. Contracts and agreements Premium, €9.99](https://nerix.ai/templates/service-level-agreement) - [Retainer proposal Prepared for: Client Prepared by: Your name or business Contact: Your contact details Date: 7 November 2026 Valid until: Proposal valid until 1. What the retainer gives you What the retainer achieves for the client 2. What is covered each month What is covered each month Included each month: Hours or deliverables included each month Retainer proposal Offer ongoing monthly work with a clear fee, scope, unused-hours rule and notice period. Offers and proposals](https://nerix.ai/templates/retainer-proposal) - [Proposal for Client Project: Project name Prepared for: Client Client contact: Who it is for, name and role (optional) Prepared by: Your name or business Date: 7 November 2026 Valid until: Proposal valid until (optional) 1. Executive summary Your name or business will deliver Project name for Client for Price , following… The result we are aiming for is The result in one line (optional) . This proposal explains what we understand about your situation, what we will do about it, what… Popular Business proposal Win the work with a proposal that has a clear scope, a fair price, simple terms and a place to sign. Offers and proposals](https://nerix.ai/templates/business-proposal) - [Project proposal Project: Project name Prepared for: Client Client contact: Who it is for, name and role (optional) Prepared by: Your name or business Contact: Your contact details Date: 7 November 2026 Valid until: Proposal valid until 1. Executive summary Your name or business proposes to deliver Project name for Client in stages, with a… This proposal sets out your goal, how we will reach it, what you will receive and when, what we… Project proposal Propose a project in phases, with milestones, dates, prices and a place to accept. Offers and proposals](https://nerix.ai/templates/project-proposal) - [Your company Your address Date Organisation that asked for the tender Contact person and address Tender: Tender reference and title Closing: Closing date and time Dear Sir or Madam, Your company is pleased to submit its response to the tender above. Why us Why you are the right choice Tender response cover letter Open your tender with a short, clear letter: who you are, what you offer and what is in the pack. Sales and marketing](https://nerix.ai/templates/tender-response-cover-letter) - [Popular Quotation Send a clear price quote with items, tax, a total, terms and a place to accept. Offers and proposals](https://nerix.ai/templates/quotation) - [Popular Non-disclosure agreement (NDA), mutual Protect what both sides share while you discuss working together. Contracts and agreements](https://nerix.ai/templates/mutual-nda) - [Client intake form Learn who a new client is and what they need before work starts: contacts, goals, budget, timing and consent. Operations and quality](https://nerix.ai/templates/client-intake-form) - [Welcome letter to a new client Start a client relationship well: thank them, set out the first steps and who to call. Work and jobs](https://nerix.ai/templates/welcome-letter-to-new-client) - [Customer onboarding checklist Take a new customer from signed deal to first results, with owners, dates and a clear definition of success. Sales and marketing](https://nerix.ai/templates/customer-onboarding-checklist) - [Contract amendment Change a few clauses of a signed contract and keep everything else as it was. Contracts and agreements](https://nerix.ai/templates/contract-amendment) - [Contract termination letter Give formal notice to end a contract, set the end date and handover, and ask for written confirmation. Contracts and agreements](https://nerix.ai/templates/contract-termination-letter) - [Conflict of interest declaration Declare any outside interest that could affect your work, and record how the company will manage it. Company and legal](https://nerix.ai/templates/conflict-of-interest-declaration) - [Popular Invoice Bill a client clearly with items, tax, total, due date and how to pay. Money and payments](https://nerix.ai/templates/invoice) - [Payment follow-up email Nudge a client about an unpaid invoice, kindly and with everything they need to pay. Emails Email](https://nerix.ai/templates/payment-follow-up-email) - [Invoice dispute reply Answer a disputed invoice calmly, with the facts, any correction and a clear next step. Finance and accounting Email](https://nerix.ai/templates/invoice-dispute-reply) - [Demand letter for an unpaid invoice Send a firm final demand for an overdue invoice before you take further steps. Money and payments](https://nerix.ai/templates/demand-letter-for-unpaid-invoice) - [Project status report Report where a project stands: health, progress, budget, risks and the decisions you need. IT and projects](https://nerix.ai/templates/project-status-report) - [Project closure report Close a project properly: what was delivered, time and cost, open items, lessons and handover. IT and projects](https://nerix.ai/templates/project-closure-report) - [Follow-up email after a meeting Recap a meeting: what you agreed, who does what by when, and the next step. Emails Email](https://nerix.ai/templates/follow-up-after-meeting) - [Introduction email Introduce yourself to a potential client or partner with one reason to talk and an easy ask. Emails Email](https://nerix.ai/templates/introduction-email) - [Customer case study Tell a customer's story with real numbers: the problem, what you did and the result. Sales and marketing](https://nerix.ai/templates/case-study) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) Templates ## Templates in this collection A consultancy sells trust, and trust starts with a clear agreement and a smooth first week. These templates cover the path from proposal to final invoice, so every client sees the same scope, price and next steps. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Professional services and consultancies ## Questions people ask ### Which documents do I need to start with a new client? Usually a proposal or quote, an agreement or statement of work, an NDA if you share sensitive information, and an intake form. All four are in this collection. ### How do I handle a client who pays late? Start with a friendly follow up that names the invoice, the amount and the due date. Move to a firmer reminder or a demand letter only if the first one is ignored. ### Are these templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do they follow my country's law? They assume no country's law. Where the rules matter, such as safety, data protection or employment, each template says to check what applies where you are, and a lawyer should read anything that carries real risk. By trade ## Templates for other trades Every trade has its own page with the documents it reaches for. [Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)