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IP transfer · Consulting

IP transfer in consulting: what is normal

Clients own the specific deliverables; the consultant keeps their pre-existing frameworks, methods, and know-how.

Typical range

The client owns the deliverables created for them (reports, models, custom analysis) on full payment. The consultant retains ownership of their pre-existing methodologies, frameworks, and tools, licensing their use where needed.

Off-market

"Consultant assigns all intellectual property, including methodologies and know-how, to the client," which would strip the consultant of the very frameworks they use with every client.

One-line fix

"On full payment, Client owns the deliverables prepared for this engagement. Consultant retains their pre-existing frameworks, methods, and know-how, and grants Client a license to use them within the deliverables."

What we see

A consultant's methodologies and frameworks are their stock-in-trade, reused across every client. A blanket IP-assignment clause that sweeps in 'all intellectual property and know-how' would, read literally, prevent the consultant from using their own methods again, which is neither intended nor reasonable.

The healthy split is clean: the client owns the specific deliverables produced for them (their custom report, their model, their plan), while the consultant keeps the general frameworks and know-how used to produce them, licensing their use inside the deliverable.

The clause to fix is the over-broad assignment that does not distinguish deliverables from methods. Clients rarely need to own the consultant's toolkit; they need to own and use the work product. Naming that distinction protects the consultant's ability to practice without limiting what the client actually bought.

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