Client Retainer Agreement Template for Ireland

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Key Requirements PROMPT example:

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."

Document background
The Client Retainer Agreement serves as a fundamental contract for establishing long-term professional service relationships in Ireland. This document is typically used when a service provider agrees to reserve capacity and provide ongoing services to a client for a fixed period, usually in exchange for regular monthly or quarterly payments. It addresses key aspects required under Irish law including service scope, payment terms, professional obligations, data protection compliance, and regulatory requirements. The agreement is particularly relevant for professional service firms seeking to establish stable, recurring client relationships while ensuring compliance with Irish and EU regulations. It provides both parties with clarity on service expectations, resource allocation, and commercial terms.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

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

Relevant legal definitions
Clauses
Relevant Industries

Legal Services

Accounting Services

Management Consulting

IT Services

Marketing and PR

Financial Advisory

Business Consulting

Human Resources

Professional Services

Digital Services

Engineering Services

Architecture

Relevant Teams

Legal

Finance

Operations

Commercial

Business Development

Client Services

Compliance

Professional Services

Account Management

Partnership Management

Relevant Roles

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

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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