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1. Parties: Identifies and defines the service provider and the client with their full legal details
2. Background: Explains the context of the retainer relationship and the parties' intentions
3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes interpretation rules
4. Term and Commencement: Specifies the duration of the retainer agreement and start date
5. Scope of Services: Detailed description of the services to be provided under the retainer
6. Service Provider's Obligations: Lists the specific duties and responsibilities of the service provider
7. Client's Obligations: Outlines the client's responsibilities and commitments
8. Fees and Payment Terms: Details the retainer fee structure, payment schedule, and billing procedures
9. Confidentiality: Provisions for handling confidential information
10. Intellectual Property: Addresses ownership and usage rights of any IP created during the engagement
11. Termination: Conditions and procedures for ending the retainer agreement
12. General Provisions: Standard legal clauses including governing law, notices, and entire agreement
1. Performance Metrics: Specific metrics and KPIs for measuring service delivery, used when quantifiable performance measures are required
2. Resource Allocation: Details of specific personnel or resources dedicated to the client, relevant for larger service providers
3. Conflict of Interest: Provisions handling potential conflicts, particularly important for professional services firms
4. Insurance: Specific insurance requirements and coverage details, important for high-risk services
5. Data Protection: Detailed data handling and privacy provisions, essential when dealing with sensitive information
6. Service Credits: Compensation mechanism for service level failures, relevant for technical or measurable services
7. Change Control: Procedures for changing scope or terms, important for complex service arrangements
1. Schedule 1 - Service Description: Detailed breakdown of services covered under the retainer
2. Schedule 2 - Fee Schedule: Comprehensive fee structure including rates, payment terms, and additional charges
3. Schedule 3 - Service Levels: Specific performance standards and service level agreements
4. Schedule 4 - Key Personnel: List of key team members and their roles (if applicable)
5. Appendix A - Communication Protocol: Procedures for regular communications and reporting
6. Appendix B - Change Request Form: Template for requesting changes to the scope or terms
Legal Services
Professional Services
Management Consulting
IT Services
Marketing and Advertising
Accounting and Financial Services
Business Advisory
Creative Services
Engineering Services
Healthcare Services
Legal
Procurement
Commercial
Finance
Operations
Business Development
Client Services
Risk and Compliance
Professional Services
Account Management
Legal Counsel
Contract Manager
Business Development Manager
Professional Services Manager
Account Manager
Operations Director
Chief Financial Officer
Procurement Manager
Commercial Manager
Managing Partner
Client Services Director
Compliance Officer
Risk Manager
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