The Retainership Contract is essential for businesses and professionals in the United States seeking to establish long-term professional service relationships with guaranteed availability and defined service parameters. This document is commonly used when a client requires regular access to professional expertise or services and wishes to secure priority attention from the service provider. The contract typically includes detailed provisions for service scope, retainer fees, performance standards, and termination rights, while ensuring compliance with both federal and state-specific legal requirements. It's particularly valuable for professional service providers such as lawyers, consultants, accountants, and advisory firms who offer ongoing services to their clients, providing clarity on service expectations, payment terms, and mutual obligations while protecting both parties' interests.
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1. Parties: Identification of the service provider and client, including full legal names and addresses
2. Background: Context of the agreement and brief description of why the parties are entering into the retainership
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of services to be provided under the retainership
5. Term and Renewal: Duration of the retainership and provisions for renewal
6. Retainer Fee and Payment Terms: Amount, payment schedule, and method of payment for the retainer
7. Obligations of Service Provider: Key responsibilities and commitments of the service provider
8. Obligations of Client: Key responsibilities and commitments of the client
9. Confidentiality: Provisions for handling confidential information
10. Intellectual Property: Ownership and rights related to work product and pre-existing IP
11. Termination: Circumstances and process for ending the agreement
12. Limitation of Liability: Caps on liability and exclusions
13. General Provisions: Standard boilerplate clauses including governing law, notices, and amendment procedures
1. Non-Compete: Restrictions on competitive activities - include when protecting market position is crucial
2. Non-Solicitation: Restrictions on soliciting employees or clients - include for professional services
3. Insurance: Insurance requirements - include for high-risk services or regulatory requirements
4. Performance Metrics: Specific KPIs or service levels - include when performance monitoring is crucial
5. Compliance with Laws: Specific regulatory compliance obligations - include for regulated industries
6. Data Protection: Specific data handling requirements - include when personal data is processed
7. Force Majeure: Provisions for unforeseen circumstances - include for long-term or critical services
8. Assignment: Rights to transfer the agreement - include when continuity is important
1. Schedule of Services: Detailed breakdown of services covered under the retainer
2. Fee Schedule: Detailed breakdown of fees, rates, and payment structure
3. Service Levels: Specific performance metrics and service level agreements
4. Key Personnel: List of key team members and their roles
5. Compliance Requirements: Specific regulatory or industry compliance requirements
6. Communication Protocol: Procedures for routine communications and escalations
7. Report Templates: Standard formats for regular reporting requirements
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