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Client Retainer Agreement
"I need a Client Retainer Agreement for my IT services company based in Dublin, covering ongoing technical support and maintenance services starting January 2025, with strong data protection clauses and monthly billing arrangements."
1. Parties: Identification of the service provider and client with full legal names and addresses
2. Background: Context of the agreement and brief description of the services to be provided
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of services covered under the retainer
5. Term and Renewal: Duration of the agreement and renewal terms
6. Fees and Payment Terms: Retainer amount, payment schedule, and billing procedures
7. Service Provider's Obligations: Core responsibilities and service standards
8. Client's Obligations: Client responsibilities, including information provision and cooperation
9. Confidentiality: Confidentiality obligations for both parties
10. Data Protection: GDPR compliance and data handling procedures
11. Intellectual Property: Ownership and usage rights of materials and deliverables
12. Limitation of Liability: Liability caps and exclusions
13. Termination: Termination rights and procedures
14. General Provisions: Standard boilerplate clauses including governing law, notices, and entire agreement
1. Anti-Money Laundering Compliance: Required for financial, legal, or accounting services subject to AML regulations
2. Service Levels: Include when specific performance metrics or response times are crucial
3. Additional Services: Include when there's a need to specify how out-of-scope services will be handled
4. Key Personnel: Include when specific team members are crucial to service delivery
5. Insurance: Include when specific insurance requirements need to be maintained
6. Conflict of Interest: Include for professional services where conflicts may arise
7. Force Majeure: Include when service interruption risks need specific handling
8. Non-Solicitation: Include to prevent hiring of staff or solicitation of clients
1. Schedule 1 - Scope of Services: Detailed breakdown of services included in the retainer
2. Schedule 2 - Fee Schedule: Detailed fee structure, rates, and payment terms
3. Schedule 3 - Service Levels: Specific performance metrics and service standards
4. Schedule 4 - Key Personnel: Details of key team members and their roles
5. Schedule 5 - Data Processing Agreement: GDPR-compliant data processing terms
6. Appendix A - Client Policies: Relevant client policies that service provider must comply with
7. Appendix B - Report Templates: Standard formats for reporting and documentation
Authors
Services
Retainer Fee
Additional Services
Business Day
Client
Client Materials
Commencement Date
Confidential Information
Deliverables
Documentation
Fees
Force Majeure Event
Good Industry Practice
Initial Term
Intellectual Property Rights
Key Personnel
Personal Data
Processing
Representatives
Service Level Agreement
Service Provider
Service Provider Materials
Scope of Services
Term
Termination Date
Working Hours
Data Protection Legislation
Controller
Processor
Applicable Laws
Professional Standards
VAT
Appointment
Term
Services
Service Levels
Fees and Payment
Invoicing
Client Obligations
Service Provider Obligations
Key Personnel
Confidentiality
Data Protection
Intellectual Property
Warranties
Indemnification
Limitation of Liability
Insurance
Force Majeure
Termination
Consequences of Termination
Assignment and Subcontracting
Variation
Waiver
Severability
Entire Agreement
Notices
Anti-Bribery
Anti-Money Laundering
Dispute Resolution
Governing Law and Jurisdiction
Non-Solicitation
Conflict of Interest
Legal Services
Accounting Services
Management Consulting
IT Services
Marketing and PR
Financial Advisory
Business Consulting
Human Resources
Professional Services
Digital Services
Engineering Services
Architecture
Legal
Finance
Operations
Commercial
Business Development
Client Services
Compliance
Professional Services
Account Management
Partnership Management
Chief Executive Officer
Managing Director
Legal Counsel
Chief Financial Officer
Operations Director
Commercial Director
Practice Manager
Business Development Manager
Account Manager
Compliance Officer
Contract Manager
Partnership Director
Client Services Director
Professional Services Manager
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