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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Employment offer letter
A jurisdiction-aware full-time employment offer letter. Fillable, exportable as PDF or DOCX, free.
Open templatepoliciesConfidentiality (NDA) agreement
A mutual or one-way non-disclosure agreement with IP carveouts and a jurisdiction-aware governing-law clause.
Open templatepoliciesConflict 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.
Open templateWhat'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
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