Paper · Professional services

HR templates for professional-services firms

Offer letters, NDAs, conflict of interest, and partnership-track documents for accounting, legal, consulting, and agency teams — designed for billable-hours environments.

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hiring

Employment offer letter

A jurisdiction-aware full-time employment offer letter. Fillable, exportable as PDF or DOCX, free.

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Confidentiality (NDA) agreement

A mutual or one-way non-disclosure agreement with IP carveouts and a jurisdiction-aware governing-law clause.

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Conflict of interest policy

A workplace conflict of interest policy with concrete examples (outside work, board seats, family ties, equity interests) and an annual disclosure routine.

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What's hard about HR in this industry

Engagement-based hiring with rapid scaling and shrinking depending on book of business.
Conflicts of interest from competing client engagements or family ties.
Confidential client information that must stay confidential post-employment.
Compensation transparency expectations from senior hires.
Performance management against billable-hour and utilization targets.

When you'd reach for these

Hiring a senior consultant or junior associate with proper IP / non-solicit language.
Standing up an annual conflict-disclosure routine for partners and managers.
Documenting performance against utilization or chargeable-hours targets.
Promotion or compensation-band changes tied to performance review cycles.

Other templates worth having for professional services

performance

Annual performance review

A structured annual performance review with achievements, competency ratings, goals, and growth areas. Built for managers who want a substantive conversation, not a checkbox.

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performance

Performance improvement plan (PIP)

A measurable, time-bound performance improvement plan with clear expectations, support resources, and review cadence.

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performance

Salary review / promotion letter

Confirms a salary change, promotion, bonus, or compensation adjustment with an effective date and clear statement of what is — and isn't — changing.

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policies

Code of conduct

A concrete code of conduct covering integrity, respect, conflicts of interest, confidentiality, and reporting channels — designed to be readable and enforceable.

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policies

Remote work policy & agreement

A combined policy and individual agreement for remote and hybrid work — hours, equipment, expenses, data security, and jurisdiction of employment.

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Bind these into a handbook

Pick the policies you need from the professional services list above and bind them into a single PDF or DOCX with a cover, table of contents, and page numbers.

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Other industries

Restaurants & food service Retail & e-commerce Trades & construction Healthcare & clinics Tech startups Hospitality & hotels Manufacturing & warehousing

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