The Consultant Referral Agreement is essential for businesses and professionals seeking to formalize referral relationships in the United States. This document is commonly used when establishing networks of professional service providers, particularly in consulting industries where client referrals are a significant source of business development. The agreement addresses key aspects including referral compensation structures, quality standards, confidentiality requirements, and compliance with both federal and state regulations regarding referral relationships. It provides legal protection for all parties while establishing clear expectations and processes for the referral arrangement.
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1. Parties: Identification and details of the referring party and recipient party
2. Background: Context and purpose of the referral arrangement
3. Definitions: Key terms used throughout the agreement
4. Referral Terms: Core obligations and mechanics of the referral relationship
5. Compensation: Fee structure and payment terms
6. Term and Termination: Duration and conditions for ending the agreement
7. Confidentiality: Protection of sensitive information
1. Non-Compete: Restrictions on competitive activities - used when protecting market position is crucial
2. Insurance Requirements: Required insurance coverage - used when services involve significant risks
3. Marketing Rights: Use of names and logos - used when public association between parties is desired
1. Fee Schedule: Detailed breakdown of referral fees and commission structures
2. Referral Process: Step-by-step procedure for making and tracking referrals
3. Service Territory: Geographic or market scope of the referral arrangement
4. Reporting Templates: Standard forms for tracking and reporting referrals
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