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1. Parties: Identification of the service provider and the client, including full legal names and contact details
2. Background: Context of the agreement and brief description of the professional relationship to be established
3. Definitions: Key terms used throughout the agreement defined for clarity and consistency
4. Scope of Services: Detailed description of professional services to be provided under the retainer
5. Term and Termination: Duration of the agreement and conditions for termination by either party
6. Retainer and Fee Structure: Details of the retainer amount, fee calculation method, and payment terms
7. Billing and Payment: Billing frequency, acceptable payment methods, and consequences of non-payment
8. Professional Obligations: Service provider's duties, standard of care, and professional responsibilities
9. Client Obligations: Client's responsibilities, including providing information and cooperation
10. Confidentiality: Obligations regarding confidential information and client privacy
11. Conflict of Interest: Procedures for identifying and handling potential conflicts of interest
12. General Terms: Standard contract provisions including governing law, amendments, and notices
1. Multiple Professional Services: Used when multiple professionals or departments will provide services under the agreement
2. Intellectual Property: Include when services may result in creation of intellectual property
3. Insurance and Liability: Detailed provisions about professional liability insurance and limitation of liability
4. Alternative Dispute Resolution: Include when parties want to specify mediation or arbitration procedures
5. Third-Party Service Providers: Used when external contractors or services may be engaged
6. Electronic Communications: Include when specifying terms for digital communication and document delivery
7. Force Majeure: Include when specific provisions for unforeseen circumstances are needed
8. Assignment and Succession: Used when transfer of rights or obligations needs to be addressed
1. Schedule A - Fee Schedule: Detailed breakdown of fees, hourly rates, and other charges
2. Schedule B - Scope of Work: Detailed description of specific services, deliverables, and timelines
3. Schedule C - Team Members: List of key professionals assigned to provide services
4. Schedule D - Service Level Agreement: Specific performance metrics and service standards
5. Appendix 1 - Client Policies: Relevant client policies that affect service delivery
6. Appendix 2 - Professional Credentials: Credentials and qualifications of key service providers
Legal Services
Management Consulting
Accounting and Tax
Financial Services
IT Consulting
Marketing and Advertising
Business Advisory
Professional Services
Healthcare Consulting
Engineering Services
Legal
Finance
Procurement
Compliance
Risk Management
Operations
Professional Services
Business Development
Contract Administration
Executive Leadership
Legal Counsel
Managing Partner
Senior Consultant
Business Development Manager
Chief Financial Officer
Procurement Manager
Risk Manager
Compliance Officer
Professional Services Director
Operations Manager
Contract Administrator
General Counsel
Finance Director
Project Manager
Human Resources Director
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