Retainer Agreement Form

Is this retainer for ongoing services?

Is this retainer for ongoing services? Yes (most common)No, it's for a fixed period.

When will the services begin?

This agreement will terminate

This agreement will terminate When the service is completedAnytime with written noticeOn a specific dateOther

Enter the end date

How much notice is required?

days

When will this agreement end?

Enter the one-time retainer fee

The retainer will be paid

Retainer amount

Payment frequency

Will the retainer be refundable for any unused amounts?

Will the retainer be refundable for any unused amounts? YesNo (most common)

How will the service provider be paid? (check all that apply)

How will the service provider be paid? (check all that apply) Per hour ($/hr)Contingency feeCommission (%)Lump sum feeOther

Are there multiple individuals working for the client?

Are there multiple individuals working for the client? YesNo

i.e. Select "yes" if there is a team of consultants working for the client.

Number of hourly rates

e.g. Senior Associate: $250/hr; Junior Associate $75/hr

This would be 2 Hourly Rates

Hourly rate

$/ hour

Hourly rate #1

$/ hour

This rate is for

Hourly rate #2

$/ hour

This rate is for

Hourly rate #3

$/ Hour

This rate is for

Hourly rate #4

$/ Hour

This rate is for

Hourly rate #5

$/ Hour

This rate is for

The client agrees to pay the following contingency fee:

The client agrees to pay the following commission:

Full amount due for services

Client agrees to pay in the following manner:

When is payment due from the client?

When is payment due from the client? Upon completion of the servicesUpon receiving an invoiceOther

Invoice must be paid within

Client will make payment in the following manner:

What are the services being provided?

The service provider is responsible for

The service provider is responsible for All expenses related to providing the serviceAll expenses except out-of-pocket expensesNone of their expensesOther

Expenses are supplies, equipment, operating costs, business costs, employment costs, taxes, Social Security contributions and/or payments, disability insurance, unemployment taxes, and any other cost that may or may not be in connection with the Services provided.

The service provider is responsible for the following expenses:

Do you want to include any additional terms or conditions?

Do you want to include any additional terms or conditions? YesNo

Enter any additional terms or conditions

Who is the service provider?

e.g. "Jane Doe" or "Smith & Associates"

Enter service provider's mailing address?

Enter service provider's mailing address? YesNo

Service provider's address

Street Address

Address Line 2

City

State

ZIP Code

Who is the client?

e.g. "John Doe" or "Cupcakes LLC"

Enter the client's mailing address?

Enter the client's mailing address? YesNo

Client's address

Street Address

Address Line 2

City

State

ZIP Code

Effective date

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