Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Monthly Retainer Contract
"I need a Monthly Retainer Contract for my digital marketing agency to provide social media management and content creation services to a medium-sized retail company, with a 12-month initial term starting January 2025 and automatic renewal options."
1. Parties: Identification and details of the service provider and client, including registration numbers and addresses
2. Background: Context of the agreement and brief description of why the parties are entering into this retainer arrangement
3. Definitions: Definitions of key terms used throughout the agreement
4. Appointment and Scope: Formal appointment of the service provider and general scope of services
5. Duration and Commencement: Term of the agreement, including start date and renewal terms
6. Service Provider's Obligations: Detailed obligations and responsibilities of the service provider
7. Client's Obligations: Responsibilities and obligations of the client, including provision of information and access
8. Fees and Payment Terms: Monthly retainer amount, payment schedule, invoicing process, and payment methods
9. Service Levels: Expected service standards, response times, and delivery metrics
10. Intellectual Property: Ownership and rights to intellectual property created during service provision
11. Confidentiality: Protection of confidential information exchanged during the service relationship
12. Termination: Conditions and process for terminating the agreement
13. General Provisions: Standard legal clauses including notices, entire agreement, variation, and governing law
1. Additional Services: Used when there's a need to specify how additional services beyond the retainer scope will be handled
2. Personnel: Include when specific team members or qualifications need to be guaranteed
3. Non-Compete: Added when restricting the service provider from working with competitors
4. Data Protection: Detailed section required when personal data processing is involved, ensuring POPIA compliance
5. Force Majeure: Include when needing to address potential disruptions beyond parties' control
6. Insurance: Added when specific insurance coverage needs to be maintained
7. Limitation of Liability: Include when needing to cap potential liability exposure
8. Dispute Resolution: Detailed dispute resolution process when higher-value contracts warrant specific procedures
1. Schedule 1: Scope of Services: Detailed breakdown of all services included in the monthly retainer
2. Schedule 2: Fee Structure: Detailed breakdown of the retainer fee and any additional charging rates
3. Schedule 3: Service Level Agreement: Specific metrics, KPIs, and service standards
4. Schedule 4: Key Personnel: List of key team members and their roles if applicable
5. Schedule 5: Reports and Deliverables: Template reports and expected deliverables
6. Appendix A: Client Brief: Original client requirements or brief that formed basis of engagement
7. Appendix B: Communication Protocol: Agreed communication procedures and contact points
Authors
Legal Services
Consulting
Marketing and Advertising
IT Services
Financial Services
Business Advisory
Public Relations
Digital Marketing
Management Consulting
Professional Services
Creative Services
Healthcare Services
Engineering Services
Accounting Services
Legal
Finance
Operations
Business Development
Sales
Procurement
Compliance
Contract Administration
Account Management
Project Management
Legal Counsel
Contract Manager
Business Development Manager
Account Manager
Managing Director
Chief Executive Officer
Operations Manager
Finance Manager
Procurement Manager
Compliance Officer
Project Manager
Sales Director
Professional Services Director
Chief Financial Officer
Business Owner
Consultant
Find the exact document you need
Marketing Retainer Contract
A South African law-governed agreement establishing ongoing marketing services between a service provider and client, including scope, deliverables, and payment terms.
Legal Services Retainer Agreement
A South African law-governed agreement establishing terms for ongoing legal services provision, including scope, fees, and professional obligations.
Expert Retainer Agreement
A South African law-governed agreement establishing terms for expert professional services, including scope, payment, and compliance requirements.
Accounting Retainer Agreement
A South African law-governed agreement establishing terms and conditions for ongoing professional accounting services between an accounting firm and client.
Monthly Retainer Contract
South African Monthly Retainer Contract template for establishing ongoing professional service relationships with fixed monthly fees, compliant with local legislation.
Freelance Retainer Contract
South African law-governed agreement establishing a retainer-based relationship between a client and freelancer, defining service terms and maintaining independent contractor status.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.