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1. Parties: Identification and details of the service provider and the client
2. Background: Context of the agreement and brief description of why the parties are entering into this arrangement
3. Definitions: Key terms used throughout the agreement defined for clarity and consistency
4. Term and Appointment: Duration of the retainer agreement and formal appointment of the service provider
5. Scope of Services: Clear outline of the services to be provided under the retainer arrangement
6. Fees and Payment Terms: Retainer fee amount, payment schedule, and any additional charges
7. Service Provider's Obligations: Key responsibilities and commitments of the service provider
8. Client's Obligations: Key responsibilities and commitments of the client
9. Confidentiality: Obligations regarding confidential information handling and protection
10. Intellectual Property: Ownership and rights related to any IP created during service provision
11. Termination: Circumstances and process for ending the agreement
12. General Provisions: Standard legal clauses including governing law, notices, and dispute resolution
1. Service Levels: Specific performance metrics and standards, used when service quality needs to be quantifiable
2. Professional Indemnity Insurance: Insurance requirements and coverage details, important for high-risk or regulated services
3. Non-Compete: Restrictions on competitive activities, relevant when protecting business interests is crucial
4. Data Protection: Specific data handling and privacy requirements, necessary when personal data processing is involved
5. Force Majeure: Provisions for unforeseen circumstances, important in long-term or critical service arrangements
6. Subcontracting: Terms for engaging third parties, relevant when service provider may need to delegate work
7. Change Control: Process for modifying services or terms, useful in complex or evolving service arrangements
1. Schedule 1 - Scope of Services: Detailed description of services, including any specific deliverables or exclusions
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms including any variable components
3. Schedule 3 - Service Levels: Detailed performance metrics, response times, and quality standards if applicable
4. Schedule 4 - Key Personnel: Details of key team members assigned to provide the services
5. Appendix A - Communication Protocol: Procedures for routine communications and escalation paths
6. Appendix B - Report Templates: Standard formats for any reports or documentation required under the agreement
Legal Services
Professional Services
Consulting
Accounting
Marketing and Communications
IT Services
Business Advisory
Management Consulting
Healthcare
Engineering
Architecture
Design Services
Financial Services
Legal
Procurement
Commercial
Finance
Operations
Business Development
Contract Management
Professional Services
Account Management
Risk Management
Legal Counsel
Commercial Manager
Procurement Manager
Business Development Manager
Chief Financial Officer
Chief Executive Officer
Operations Manager
Contract Manager
Project Manager
Professional Services Director
Managing Partner
Head of Legal
Chief Operating Officer
Account Manager
Service Delivery Manager
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