Seller Consulting Agreement

Draft Seller Consulting Agreements in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

Purchase Agreement
Term Sheet or Deal Summary
Scope of Services Description

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Seller Consulting Agreement skill automates the drafting of post-closing transition services contracts for M&A and asset purchase transactions. It analyzes your deal documents and service requirements to produce a comprehensive, deal-aligned consulting agreement complete with scope schedules, compensation terms, restrictive covenants, and IP provisions. The result is a polished, ready-to-review draft that would traditionally take hours of attorney time to prepare.

Drafting post-closing seller consulting agreements is a time-intensive process that requires careful cross-referencing against purchase agreements, earnout provisions, and existing restrictive covenants. Attorneys must manually ensure consistency across multiple deal documents while addressing complex issues like IP ownership, liability allocation, and service scope—all under tight closing timelines.

CaseMark automates the entire drafting process by analyzing your uploaded deal documents and service parameters to generate a comprehensive, internally consistent consulting agreement. The AI cross-references purchase agreement terms, aligns restrictive covenants, and produces detailed schedules—delivering a polished draft in minutes that attorneys can quickly review and finalize.

How it works

1. Upload your purchase agreement, term sheet, and scope-of-services details
2. AI analyzes deal terms and extracts key provisions for cross-referencing
3. Review and customize the generated consulting agreement and schedules
4. Export the finalized agreement in your preferred format (DOCX, PDF)

What you get

Recitals & Party Identification
Engagement Term & Renewal Provisions
Scope of Services & Deliverables Schedule
Compensation, Expenses & Payment Terms
Confidentiality & Non-Disclosure Provisions
IP & Work Product Ownership Clauses
Restrictive Covenants (Non-Compete/Non-Solicit)
Liability Caps, Indemnification & Insurance
Termination Rights & Wind-Down Procedures
Dispute Resolution & Governing Law
Signature Blocks & Exhibit Schedules

What it handles

Generates complete consulting agreements aligned with underlying purchase documents
Auto-populates party details, term structures, and compensation frameworks
Drafts tailored restrictive covenants cross-referenced to deal documents
Produces IP/work product ownership and confidentiality provisions
Creates customizable scope-of-services schedules and deliverable matrices
Includes dispute resolution, liability caps, and indemnification clauses

Required documents

Purchase Agreement
The underlying asset purchase agreement, stock purchase agreement, or merger agreement governing the transaction
.pdf, .docx
Term Sheet or Deal Summary
Summary of key consulting terms including parties, compensation, term length, and service expectations
.pdf, .docx, .xlsx
Scope of Services Description
Detailed description of transition services, deliverables, time commitments, and knowledge-transfer requirements
.pdf, .docx

Supporting documents

Existing Non-Compete or Restrictive Covenant Agreements
Any standalone non-compete, non-solicitation, or confidentiality agreements from the transaction
.pdf, .docx
Schedules and Exhibits
Rate schedules, expense policies, approved vendor lists, or other supporting exhibits to be incorporated
.pdf, .docx, .xlsx
Prior Consulting Agreement Templates
Firm or client preferred templates or precedent agreements for style and structural guidance
.pdf, .docx

Why teams use it

Reduce drafting time from hours to minutes while maintaining deal-specific precision and consistency

Eliminate conflicts between consulting agreements and underlying purchase documents through automated cross-referencing

Generate comprehensive restrictive covenant, IP, and confidentiality provisions tailored to each transaction

Produce professional, client-ready drafts with customizable schedules and exhibits

Questions

How does CaseMark ensure the consulting agreement aligns with my purchase agreement?

CaseMark AI cross-references the uploaded purchase agreement to identify key terms, restrictive covenants, earnout provisions, and defined terms. It then incorporates consistent language and cross-references throughout the consulting agreement to avoid conflicts.

Can I customize the scope of services and compensation structure?

Absolutely. CaseMark generates a fully editable draft with detailed scope-of-services schedules and flexible compensation frameworks. You can specify hourly rates, retainers, project-based fees, expense policies, and billable increment structures.

Does the agreement address intellectual property and work product ownership?

Yes. CaseMark drafts comprehensive IP and work product provisions including work-for-hire designations, assignment clauses, pre-existing IP carve-outs, and system access terms tailored to your transaction's specific needs.

How does CaseMark handle restrictive covenants like non-competes?

CaseMark analyzes any existing non-compete and non-solicitation provisions in your deal documents and drafts consulting agreement restrictions that align with and complement those covenants, avoiding conflicts or unintended expansions.

Is the generated agreement compliant with U.S. law?

CaseMark drafts agreements following standard U.S. commercial contracting practices and allows you to specify governing law and dispute resolution preferences. However, all output should be reviewed by qualified counsel before execution.

How long does it take to generate a complete consulting agreement?

CaseMark typically generates a comprehensive draft consulting agreement with all schedules and exhibits in approximately 10-12 minutes, compared to the hours or days traditionally required for manual drafting.