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1. Non-Solicitation: Restrictions on directly engaging referred consultants outside the referral process - include when protecting against direct engagement is important

2. Exclusivity: Terms regarding exclusive referral relationships - include when parties agree to work exclusively

3. Dispute Resolution: Specific procedures for handling disagreements - include when parties want to specify mediation or arbitration processes

4. Insurance Requirements: Required insurance coverage for parties - include when dealing with high-value consultants or regulated industries

5. Data Protection: Specific terms for handling personal data - include when dealing with sensitive personal information or cross-border transfers

6. Training and Support: Terms regarding any training or support provided - include when referral partner needs specific training

7. Marketing and Promotion: Guidelines for marketing the referral relationship - include when public promotion is part of the arrangement

8. Service Level Agreement: Specific performance metrics and standards - include when requiring specific response times or service levels

1. Schedule A - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and special conditions

2. Schedule B - Referral Process Workflow: Step-by-step process flow for referrals including timeframes and responsibilities

3. Schedule C - Required Consultant Information: Template or list of required information for each referred consultant

4. Schedule D - Approved Communication Methods: List of approved methods and platforms for sharing referral information

5. Appendix 1 - Referral Form Template: Standard form for submitting referrals

6. Appendix 2 - Invoice Template: Standard format for referral fee invoices

7. Appendix 3 - Compliance Checklist: Checklist ensuring all regulatory requirements are met for each referral