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Monthly Retainer Agreement

Monthly Retainer Agreement Template for New Zealand

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Key Requirements PROMPT example:

Monthly Retainer Agreement

"I need a Monthly Retainer Agreement for my IT consulting firm to provide ongoing technical support services to a medium-sized business, starting March 2025, with specific service level agreements and response time requirements."

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Document background
The Monthly Retainer Agreement is designed for situations where professional services are provided on an ongoing basis in New Zealand. This document is particularly useful when a service provider wishes to establish a regular, predictable income stream while providing consistent services to their clients. It typically includes detailed specifications of services, payment terms, performance standards, and legal protections for both parties. The agreement ensures compliance with New Zealand law, including the Contract and Commercial Law Act 2017, Fair Trading Act 1986, and relevant tax regulations. It's commonly used by consultants, agencies, and professional service firms who provide regular, ongoing services to their clients, offering both parties the security of a formal, long-term commercial relationship.
Suggested Sections

1. Parties: Identifies and provides full legal details of all parties to the agreement

2. Background: Provides context for the agreement and outlines the parties' intentions

3. Definitions: Defines key terms used throughout the agreement

4. Engagement: Establishes the retainer relationship and its general nature

5. Services: Outlines the core services to be provided under the retainer

6. Term and Renewal: Specifies the initial term and any renewal provisions

7. Fees and Payment: Details the monthly retainer fee, payment terms, and invoicing process

8. Service Provider's Obligations: Lists the key responsibilities and commitments of the service provider

9. Client's Obligations: Specifies the client's responsibilities and commitments

10. Confidentiality: Addresses the handling of confidential information

11. Intellectual Property: Establishes ownership and usage rights of any IP created or used

12. Termination: Details circumstances and processes for ending the agreement

13. General Provisions: Contains standard legal clauses including governing law, notices, and assignment

14. Execution: Formal signing section with date and parties' signatures

Optional Sections

1. Insurance: Required when specific insurance coverage needs to be maintained by either party

2. Data Protection: Necessary when personal data processing is involved in service delivery

3. Service Levels: Include when specific performance metrics need to be maintained

4. Change Control: Required for services that may need significant adaptation over time

5. Force Majeure: Important when services might be impacted by events beyond parties' control

6. Non-Solicitation: Include when protecting against hiring of staff is important

7. Dispute Resolution: Required when specific dispute resolution procedures are needed

8. Compliance with Laws: Include when specific regulatory compliance needs to be addressed

Suggested Schedules

1. Schedule 1 - Scope of Services: Detailed description of all services covered by the retainer

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, including any variable components

3. Schedule 3 - Service Levels: Specific metrics and standards for service delivery

4. Schedule 4 - Key Personnel: Lists key team members and their roles if applicable

5. Appendix A - Report Templates: Standard formats for any required reporting

6. Appendix B - Communication Protocols: Procedures for routine communications and escalations

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions





























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Relevant Industries

Professional Services

Legal Services

Consulting

Marketing and Advertising

IT Services

Financial Services

Business Advisory

Creative Services

Public Relations

Management Consulting

Engineering Services

Accounting Services

Relevant Teams

Legal

Finance

Operations

Procurement

Business Development

Account Management

Commercial

Contracts Administration

Service Delivery

Client Relations

Relevant Roles

CEO

Managing Director

Business Development Manager

Legal Counsel

Operations Manager

Finance Manager

Project Manager

Account Manager

Procurement Manager

Commercial Manager

Consultant

Department Head

Service Delivery Manager

Contract Administrator

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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