Introduction
This consultant referral agreement template is designed for situations where a consultant introduces potential clients or purchasers to a company in return for referral fees or service payments.
The agreement sets out the consultant’s obligations when promoting the company’s services or products, including compliance requirements, confidentiality obligations, lead generation responsibilities and referral procedures.
It also regulates the payment of referral fees, termination rights and confirms that the consultant operates as an independent contractor and not as an employee or agent of the company.
This precedent is suitable for businesses that engage consultants to introduce clients, generate leads or promote products or services.
Professionally Drafted Legal Precedent
Prepared by Australian legal professionals, this precedent provides a practical framework for use with the Contract for Sale and Purchase of Land 2026.
The document is fully editable in Microsoft Word and ready for immediate use.
At A Glance
What This Document Covers
• Appointment of a consultant to introduce clients to a company
• Consultant obligations when promoting company products or services
• Lead generation and referral procedures
• Fee arrangements for successful client introductions
Key Clauses Included
• Confidentiality obligations
• Compliance with company policies and marketing material
• Intellectual property protection
• Termination provisions and post-termination obligations
Typical Use
• Businesses engaging consultants to generate leads
• Referral arrangements for professional services
• Property or investment marketing arrangements
• Sales consultant or business introducer relationships
Download Details
• Lawyer-drafted consultant referral agreement precedent
• Suitable for commercial referral and marketing arrangements
• Fully editable Microsoft Word document
• Instant download available immediately after purchase
Drafted by Legal Professionals
Our precedents are prepared by Australian legal practitioners and reflect commonly used legal drafting standards.
Practical and Easy to Use
Each template provides a structured framework that can be adapted to suit the specific transaction or matter.
Instant Access
Download immediately after purchase and edit the document in Microsoft Word to suit your requirements.
Related Precedents
Frequently Asked Questions
What is a consultant referral agreement?
A consultant referral agreement is a contract under which a consultant introduces potential clients, customers or purchasers to a business in return for an agreed fee or commission.
The agreement typically regulates the consultant’s obligations, referral process, payment entitlement, confidentiality obligations and termination rights.
When should a consultant referral agreement be used?
A consultant referral agreement is commonly used when a business engages an external consultant to identify prospective customers, generate leads or introduce potential clients to the business.
It is particularly useful where the consultant is not an employee but is operating independently.
Does this agreement create an employment relationship?
No. This type of agreement usually confirms that the consultant is an independent contractor and not an employee, agent or partner of the company.
The consultant is generally responsible for their own tax, insurance and operating expenses unless the agreement provides otherwise.
How are referral fees usually paid?
Referral agreements typically provide that the consultant is paid a fee once a referred client completes a defined transaction or purchase.
The agreement may also set out the timing of payment, any retainer arrangements and whether fees are payable only after settlement or completion.
Can a consultant referral agreement include confidentiality obligations?
Yes. Consultant referral agreements commonly include confidentiality provisions protecting the company’s business systems, marketing materials, customer information and other confidential information.
Can the consultant bind the company or act as its agent?
No. These agreements generally make it clear that the consultant has no authority to bind the company, enter contracts on its behalf or represent that an agency or employment relationship exists.
What happens when the agreement ends?
The agreement will usually set out the rights and obligations of the parties on termination, including return of company materials, cessation of referral rights and whether any unpaid fees remain payable.
It may also specify that some obligations, such as confidentiality, continue after termination.
Also Known As
Consultant referral agreements may also be referred to as:
• Referral Agreement
• Referral Fee Agreement
• Lead Generation Agreement
• Marketing Consultant Agreement
Consultant Referral Agreement – Instant Download
• Lawyer-drafted consultant referral agreement precedent
• Suitable for referral, lead generation and marketing arrangements
• Fully editable Microsoft Word document
• Includes fee, confidentiality and termination provisions
• Instant download available immediately after purchase
Used by lawyers, businesses and commercial operators across Australia.
Download This Precedent
Instant download. Fully editable Microsoft Word format. Includes practical drafting guidance.