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1. Parties: Identifies and defines the service provider and the client, including full legal names, ABNs, and registered addresses
2. Background: Outlines the context of the agreement, including the client's needs and service provider's capabilities
3. Definitions: Defines key terms used throughout the agreement for clarity and legal certainty
4. Term and Commencement: Specifies the duration of the retainer agreement and start date, including any initial term and renewal provisions
5. Scope of Services: Clearly defines the services to be provided under the retainer, including any service levels or performance standards
6. Fees and Payment Terms: Details the retainer fee structure, payment schedule, invoicing process, and payment methods
7. Service Provider's Obligations: Lists the specific duties, responsibilities, and commitments of the service provider
8. Client's Obligations: Outlines the client's responsibilities, including provision of information and access required for service delivery
9. Intellectual Property: Addresses ownership and usage rights of any IP created during the service provision
10. Confidentiality: Defines confidential information and obligations regarding its protection and non-disclosure
11. Termination: Specifies circumstances and procedures for ending the agreement, including notice periods
12. General Provisions: Standard legal clauses including governing law, notices, assignment, and entire agreement
1. Service Levels: Include when specific performance metrics or service standards need to be met and measured
2. Key Personnel: Add when specific individuals are crucial to service delivery and need to be named in the agreement
3. Non-Solicitation: Include to prevent either party from hiring the other's employees or contractors
4. Insurance: Add when specific insurance requirements need to be maintained by either party
5. Data Protection: Include when personal data processing is involved in service delivery
6. Force Majeure: Add when specific provisions for unforeseen circumstances need to be detailed
7. Dispute Resolution: Include when specific dispute resolution procedures beyond standard court proceedings are desired
8. Change Management: Add when formal processes for changing scope or services need to be defined
1. Schedule 1 - Detailed Scope of Services: Comprehensive breakdown of services, deliverables, and any excluded services
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms including any variable components
3. Schedule 3 - Service Levels: Specific performance metrics, measurement methods, and reporting requirements
4. Schedule 4 - Key Personnel: Details of key team members, their roles, and replacement procedures
5. Appendix A - Communication Protocol: Procedures for routine communications, reporting, and escalation paths
6. Appendix B - Change Request Form: Template for requesting and documenting changes to services or terms
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Consulting
Professional Services
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Marketing and Advertising
Financial Services
Business Advisory
Healthcare
Engineering
Architecture
Creative Services
Human Resources
Legal
Finance
Operations
Business Development
Compliance
Risk Management
Professional Services
Account Management
Executive Leadership
Administration
Legal Counsel
Contract Manager
Business Development Manager
Chief Financial Officer
Managing Director
Professional Services Manager
Consultant
Account Manager
Chief Executive Officer
Operations Manager
Practice Manager
Risk Manager
Compliance Officer
Finance Director
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