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Simple Retainer Agreement Consulting Services
"I need a Simple Retainer Agreement Consulting Services for my IT consulting firm to provide ongoing technical advisory services to a mid-size software company, starting March 2025, with monthly retainer of 20 hours and specific KPIs for response times."
1. Parties: Identifies and provides full legal details of the consultant and the client
2. Background: Outlines the context of the agreement, including the client's need for services and consultant's expertise
3. Definitions: Defines key terms used throughout the agreement for clarity and consistency
4. Appointment and Term: Establishes the engagement of the consultant and the duration of the retainer arrangement
5. Scope of Services: Describes the general nature of consulting services to be provided under the retainer
6. Retainer Fee and Payment Terms: Specifies the regular retainer fee, payment schedule, and billing procedures
7. Consultant's Obligations: Lists the key responsibilities and commitments of the consultant
8. Client's Obligations: Outlines the client's responsibilities and commitments to enable service delivery
9. Intellectual Property: Addresses ownership and usage rights of any IP created during the engagement
10. Confidentiality: Establishes confidentiality obligations for both parties
11. Termination: Specifies how the agreement can be terminated and the consequences of termination
12. General Provisions: Includes standard legal provisions such as governing law, notices, and entire agreement
1. Additional Services: Defines how services beyond the retainer scope will be handled and charged - include when the arrangement may require ad-hoc additional work
2. Performance Metrics: Establishes KPIs or service levels - include when specific performance standards need to be measured
3. Non-Compete: Restricts consultant from working with competitors - include when protecting competitive advantage is crucial
4. Insurance: Specifies required insurance coverage - include when services involve significant risks or regulatory requirements
5. Data Protection: Details specific data handling requirements - include when personal or sensitive data will be processed
6. Dispute Resolution: Establishes specific dispute resolution procedures - include for high-value or complex arrangements
7. Force Majeure: Addresses unforeseeable circumstances - include when service continuity is critical
8. Assignment and Subcontracting: Controls ability to transfer rights or subcontract - include when personal service is essential
1. Schedule 1 - Detailed Service Description: Comprehensive description of services covered by the retainer
2. Schedule 2 - Fee Schedule: Detailed breakdown of retainer fees and rates for additional services
3. Schedule 3 - Key Personnel: Lists key consultant personnel assigned to provide the services
4. Schedule 4 - Service Levels: Detailed performance metrics and service level requirements if applicable
5. Appendix A - Required Reports: Templates or formats for required reporting under the agreement
6. Appendix B - Client Policies: Relevant client policies the consultant must comply with
Authors
Additional Services
Business Day
Client
Client Materials
Commencement Date
Confidential Information
Consultant
Consulting Services
Deliverables
Fees
Force Majeure Event
GST
Initial Term
Intellectual Property Rights
Key Personnel
Laws
Material Breach
Notice
Pre-existing IP
Project IP
Representative
Retainer Fee
Retainer Period
Services
Service Levels
Term
Third Party Materials
Working Hours
Appointment
Term and Renewal
Services Scope
Additional Services
Retainer Fee
Payment Terms
Consultant Obligations
Client Obligations
Performance Standards
Key Personnel
Intellectual Property
Confidentiality
Data Protection
Non-Compete
Non-Solicitation
Warranties
Liability and Indemnity
Insurance
Force Majeure
Termination
Consequences of Termination
Assignment
Subcontracting
Relationship of Parties
Dispute Resolution
Notices
Governing Law
Entire Agreement
Variation
Severability
GST
Costs
Time of Essence
Survival
Professional Services
Information Technology
Management Consulting
Financial Services
Healthcare
Legal Services
Engineering
Business Advisory
Marketing and Communications
Human Resources
Environmental Consulting
Education and Training
Legal
Procurement
Finance
Operations
Human Resources
Business Development
Commercial
Strategy
Risk and Compliance
Professional Services
Project Management Office
Corporate Services
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Procurement Manager
Business Development Manager
Operations Director
HR Director
Management Consultant
Business Consultant
Strategy Consultant
IT Consultant
Professional Services Manager
Contract Manager
Project Manager
Finance Manager
Department Head
Managing Director
Commercial Director
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