Simple Retainer Agreement Consulting Services Generator for Australia

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Key Requirements PROMPT example:

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."

Document background
The Simple Retainer Agreement Consulting Services is designed for businesses and consultants operating in Australia who wish to establish a continuous professional service arrangement. This document is particularly useful when a client requires regular access to a consultant's expertise and services on an ongoing basis, rather than project-by-project engagement. The agreement provides a structured framework for the relationship, including clear terms for regular payment, service expectations, and professional obligations while ensuring compliance with Australian legislation such as the Competition and Consumer Act 2010 and Independent Contractors Act 2006. It's commonly used by professional service providers, business advisors, and consultants who provide regular, recurring services to their clients while maintaining their independent contractor status.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses
Relevant Industries

Professional Services

Information Technology

Management Consulting

Financial Services

Healthcare

Legal Services

Engineering

Business Advisory

Marketing and Communications

Human Resources

Environmental Consulting

Education and Training

Relevant Teams

Legal

Procurement

Finance

Operations

Human Resources

Business Development

Commercial

Strategy

Risk and Compliance

Professional Services

Project Management Office

Corporate Services

Relevant Roles

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

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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