Consulting Referral Fee Agreement Template for India

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Consulting Referral Fee Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Consulting Referral Fee Agreement

"I need a Consulting Referral Fee Agreement for my IT consulting firm based in Bangalore, with a 10% commission structure for qualified leads and the ability to have multiple referral partners across India, to be implemented from January 2025."

What is a Consulting Referral Fee Agreement?

The Consulting Referral Fee Agreement is essential for businesses operating in India that wish to formalize their referral networks and partner relationships. This document is typically used when consulting firms want to incentivize third parties to refer potential clients while ensuring compliance with Indian legal requirements. The agreement covers crucial aspects such as referral qualification criteria, fee calculations, payment terms, and tax implications. It includes specific provisions required under Indian contract law and incorporates necessary compliance elements related to professional services referrals. The document is particularly important for maintaining transparency in business relationships and ensuring proper documentation for tax and regulatory purposes.

What sections should be included in a Consulting Referral Fee Agreement?

1. Parties: Identifies and provides full details of the referring party and the consulting firm, including registered addresses and company registration numbers

2. Background: Explains the context of the agreement, including the consulting firm's business and the referrer's role in introducing potential clients

3. Definitions: Defines key terms used throughout the agreement, including 'Referral', 'Qualified Lead', 'Successful Engagement', and 'Referral Fee'

4. Scope of Referral Arrangement: Details the nature of referrals to be made and the process for submitting and accepting referrals

5. Referral Fee Structure: Specifies the fee calculation method, payment triggers, and payment terms

6. Payment Terms: Details the invoicing process, payment timeline, and any applicable taxes or deductions

7. Obligations of Parties: Lists the specific responsibilities of both the referrer and the consulting firm

8. Term and Termination: Specifies the agreement duration, renewal terms, and termination conditions

9. Confidentiality: Addresses the handling of confidential information shared between parties

10. Non-Solicitation: Prevents parties from directly soliciting each other's employees or clients

11. Compliance with Laws: Ensures adherence to relevant Indian laws, including anti-bribery and taxation requirements

12. Dispute Resolution: Specifies the process for resolving disputes, including jurisdiction and governing law

13. General Provisions: Includes standard clauses such as force majeure, notices, and amendment procedures

What sections are optional to include in a Consulting Referral Fee Agreement?

1. Exclusivity: Used when the referrer is granted exclusive rights for certain territories or client types

2. Marketing and Branding: Include when the referrer is permitted to use the consulting firm's brand or marketing materials

3. Training and Support: Required when the consulting firm provides training or support to the referrer

4. Data Protection: Include when personal data sharing is involved in the referral process

5. Insurance: Add when specific insurance requirements are needed for the referral activities

6. Audit Rights: Include when parties need the right to audit referral records

7. Sub-referrers: Add when the referrer is allowed to engage sub-referrers

What schedules should be included in a Consulting Referral Fee Agreement?

1. Schedule A - Referral Fee Calculator: Detailed breakdown of fee calculations, including examples and different fee tiers

2. Schedule B - Referral Territory: Defines the geographical or industry sectors covered by the referral arrangement

3. Schedule C - Referral Process: Step-by-step process for submitting and tracking referrals

4. Schedule D - Reporting Templates: Standard formats for referral reporting and tracking

5. Schedule E - Compliance Requirements: Specific compliance procedures and documentation requirements

6. Appendix 1 - Contact Details: Key contact information for both parties

7. Appendix 2 - Approved Marketing Materials: Pre-approved marketing materials and usage guidelines

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Management Consulting

Information Technology

Financial Services

Professional Services

Business Advisory

Corporate Training

Digital Transformation

Strategy Consulting

Human Resources

Operations Consulting

Technology Implementation

Business Process Optimization

Industry Research

Market Analysis

Enterprise Solutions

Relevant Teams

Legal

Business Development

Sales

Partnerships

Finance

Compliance

Operations

Commercial

Strategy

Professional Services

Relevant Roles

Business Development Manager

Partnership Manager

Chief Executive Officer

Managing Director

Legal Counsel

Consulting Partner

Business Development Director

Channel Manager

Alliance Manager

Chief Operating Officer

Head of Sales

Commercial Director

Professional Services Director

Chief Financial Officer

Compliance Officer

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Medical Consultant Contract

An India-governed agreement establishing terms for medical consultation services between healthcare facilities and medical professionals, ensuring regulatory compliance and professional standards.

find out more

Job Consultancy Agreement

An Indian law-governed agreement establishing terms and conditions between a consultant and client company for professional consulting services.

find out more

Immigration Consultant Contract

An Indian law-governed agreement between immigration consultants and clients outlining immigration consulting services, responsibilities, and compliance requirements.

find out more

Supervision Consultancy Agreement

An Indian law-governed agreement establishing terms for professional supervision consultancy services, including scope, standards, and compliance requirements.

find out more

Generic Consulting Agreement

An Indian law-governed agreement establishing terms and conditions between consultants and clients for professional consulting services.

find out more

Recruitment Consultant Agreement

An India-governed agreement establishing the terms between a recruitment consultant and client company, outlining services, compensation, and compliance requirements.

find out more

General Conditions Of Contract For Consultancy Services

Standard terms and conditions document under Indian law for professional consultancy services, defining key rights and obligations between consultants and clients.

find out more

Contract Consultancy Services

An Indian law-governed agreement establishing terms and conditions for consultancy services between a service provider and client.

find out more

Client Consultant Agreement

An Indian law-governed agreement establishing terms and conditions between a client and consultant for professional services delivery.

find out more

Freelance Recruitment Consultant Agreement

An Indian law-governed agreement between a company and an independent recruitment consultant, establishing terms for recruitment services and consultant engagement.

find out more

Self Employed Contractor Agreement

An Indian law-governed agreement establishing terms between a client and independent contractor, defining service scope and maintaining contractor independence.

find out more

Self Employed Consultant Agreement

An Indian law-governed agreement establishing terms and conditions between a company and an independent consultant, ensuring proper independent contractor status and regulatory compliance.

find out more

Medical Consulting Agreement

An India-governed agreement establishing terms between a medical consultant and healthcare organization, including service scope, compliance, and professional standards.

find out more

Marketing Consultant Agreement

An Indian law-governed agreement between a marketing consultant and client company, defining marketing services, deliverables, and mutual obligations.

find out more

HR Consultant Retainer Agreement

An Indian law-governed agreement establishing terms for retained HR consulting services between a consultant/firm and client company.

find out more

Hourly Consulting Agreement

An Indian law-governed agreement establishing terms for hourly-based consulting services, including rates, scope, and compliance requirements.

find out more

Fixed Fee Consulting Agreement

An Indian law-governed agreement establishing a fixed-fee consulting arrangement with defined services, deliverables, and payment terms.

find out more

Freelance HR Consultant Agreement

An Indian law-governed agreement establishing terms and conditions between a client and an independent HR consultant for professional HR advisory services.

find out more

Consulting Non Compete Agreement

An Indian law-governed agreement establishing consulting terms and enforceable non-compete provisions during the engagement period.

find out more

Consultancy Agreement Between Two Companies

An Indian law-governed agreement establishing terms and conditions for consulting services between two companies.

find out more

Contract For Consulting Services

An Indian law-governed agreement establishing terms and conditions for professional consulting services, including scope, payments, and obligations.

find out more

Construction Management Consultant Agreement

An Indian law-governed agreement defining the terms and conditions for construction management consulting services, including scope, responsibilities, and compliance requirements.

find out more

Civil Engineering Consultancy Agreement

An Indian law-governed agreement defining the terms and conditions between a civil engineering consultant and client, including scope of services, obligations, and deliverables.

find out more

Chef Consultant Contract

An Indian law-governed consulting agreement for professional chefs providing culinary consulting services, including menu development and kitchen operations advisory.

find out more

Business Advisory Agreement

An Indian law-governed agreement establishing terms and conditions between a business advisor and client for professional advisory services.

find out more

HR Consulting Contract

An Indian law-governed agreement between an HR consultant and client organization defining HR consulting services, obligations, and terms of engagement.

find out more

Month To Month Consulting Agreement

An Indian law-governed agreement establishing a monthly renewable consulting relationship with clear terms, obligations, and exit provisions.

find out more

Owner Consultant Agreement

An Indian law-governed agreement between an owner and consultant establishing professional services terms, responsibilities, and deliverables.

find out more

Art Consultant Contract

An Indian law-governed agreement between an art consultant and client, outlining art advisory services, obligations, and terms of engagement.

find out more

Interior Design Consulting Agreement

An Indian law-governed agreement establishing terms and conditions between interior designers and clients for professional design services.

find out more

Legal Consultant Agreement

An Indian law-compliant agreement governing the professional relationship between legal consultants and their clients, outlining service terms and obligations.

find out more

Startup Consulting Agreement

An Indian law-governed agreement establishing terms for consulting services provided to startups, including scope, compensation, and key obligations.

find out more

Consultant Referral Agreement

An India-governed agreement establishing terms for consultant referral relationships, including process, compensation, and compliance requirements.

find out more

Consultant Profit Sharing Agreement

An Indian law-governed agreement establishing profit-sharing terms between a company and consultant, including service scope and financial arrangements.

find out more

Public Relations Consulting Agreement

An India-governed agreement establishing terms and conditions between a PR consultant/agency and client for professional PR services.

find out more

External Consultant Agreement

An Indian law-governed agreement establishing terms and conditions between a company and an external consultant as an independent contractor.

find out more

Consultant Non Disclosure Agreement

An Indian law-compliant non-disclosure agreement protecting confidential information shared with consultants.

find out more

Software Consulting Contract

An Indian law-governed agreement establishing terms for software consulting services, including scope, deliverables, and key obligations.

find out more

Real Estate Consulting Agreement

An Indian law-governed agreement establishing terms and conditions between a real estate consultant and client, outlining consulting services, compensation, and obligations.

find out more

International Consulting Contract

An Indian law-governed agreement establishing terms for international consulting services, including scope, payments, and compliance with cross-border regulations.

find out more

Design Consulting Contract

An Indian law-governed agreement between a design consultant and client establishing terms for professional design services, deliverables, and obligations.

find out more

Consulting For Equity Agreement

Indian law-compliant agreement for engaging consultants with equity compensation, addressing both consulting services and share issuance requirements.

find out more

Project Based Consulting Agreement

An Indian law-governed agreement establishing terms and conditions for project-based consulting services, including scope, deliverables, and payment terms.

find out more

Architect Consultant Agreement

An Indian law-governed agreement establishing the terms and conditions between an architect/architectural firm and their client for professional architectural services.

find out more

Restaurant Consulting Contract

An Indian law-governed agreement between restaurant consultants and owners/operators defining consulting services, terms, and obligations for restaurant improvement and development.

find out more

Marketing Contractor Agreement

An Indian law-governed agreement establishing terms between a company and marketing contractor, covering service scope, deliverables, and compliance requirements.

find out more

Finders Fee Consulting Agreement

An Indian law-governed agreement establishing terms for finder's services, including introduction criteria, fee structure, and payment conditions.

find out more

Education Consultant Contract

An India-compliant contract template for educational consulting services, governing professional relationships between consultants and educational institutions.

find out more

Consulting Commission Agreement

An Indian law-governed agreement establishing commission-based consulting arrangements between companies and consultants, outlining services, compensation, and mutual obligations.

find out more

Technical Consultant Agreement

An Indian law-governed agreement establishing terms for technical consulting services, including scope, deliverables, and compliance requirements.

find out more

Project Management Consultancy Services Agreement

An Indian law-governed agreement establishing terms for professional project management consultancy services, including scope, responsibilities, and commercial terms.

find out more

Exclusive Consulting Agreement

An exclusive consulting agreement governed by Indian law, establishing terms for professional services, exclusivity, and confidentiality between consultant and client.

find out more

Consultant Engagement Agreement

An Indian law-governed agreement establishing terms and conditions between a company and external consultant(s), defining services, payments, and professional relationship parameters.

find out more

Consultant Services Master Agreement

An Indian law-governed master agreement establishing terms for consulting services engagement, with provisions for specific work orders.

find out more

Engineering Consulting Agreement

An Indian law-governed agreement establishing terms and conditions for professional engineering consulting services between consultants and clients.

find out more

Consulting Subcontractor Agreement

An Indian law-governed agreement between a primary contractor and subcontractor for consulting services delivery, establishing terms, obligations, and compliance requirements.

find out more

Social Media Consultant Contract

An Indian law-governed agreement between a client and social media consultant outlining social media management services, responsibilities, and deliverables.

find out more

Business Consulting Contract

An Indian law-governed agreement establishing terms and conditions for professional consulting services between consultants and clients.

find out more

Consulting Referral Fee Agreement

An Indian law-governed agreement establishing terms for consulting referral fees and related compensation arrangements between consulting firms and referrers.

find out more

Independent Consultant Contract

An Indian law-governed agreement establishing terms between a client and independent consultant, ensuring legal compliance and protecting both parties' interests.

find out more

Construction Consulting Contract

An Indian law-governed agreement establishing terms and conditions for construction consulting services, including scope, obligations, and compliance requirements.

find out more

Business Development Consulting Agreement

An Indian law-governed agreement between a business development consultant and client company, outlining consulting services, terms, and obligations.

find out more

Management Consulting Contract

An Indian law-governed agreement establishing terms and conditions for management consulting services, defining the consultant-client relationship and project delivery framework.

find out more

Consultant Retainer Agreement

An Indian law-governed agreement establishing terms for ongoing consulting services between a consultant and client, including scope, payments, and obligations.

find out more

Success Fee Consulting Agreement

An Indian law-governed agreement establishing performance-based compensation terms between consultant and client, with success fee payment triggers and calculation methodology.

find out more

Sales Consultant Contract

An Indian law-governed agreement establishing terms and conditions between a company and an independent sales consultant, defining roles, responsibilities, and compensation.

find out more

Addendum To Consulting Agreement

An Indian law-compliant document that modifies an existing consulting agreement, addressing changes to scope, terms, or conditions while maintaining the original agreement's validity.

find out more

Advisory Board Consulting Agreement

An Indian law-governed agreement establishing terms and conditions for advisory board member engagement, including duties, compensation, and compliance requirements.

find out more

Investment Consulting Agreement

An Indian law-governed agreement establishing terms and conditions between an investment consultant and client, compliant with SEBI regulations.

find out more

Financial Consultant Contract

An Indian law-governed agreement establishing terms and conditions between a financial consultant and client, ensuring SEBI compliance and professional service delivery.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’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; Genie’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

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.