Ƶ

Monthly Retainer Consulting Agreement Template for New Zealand

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Monthly Retainer Consulting Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Monthly Retainer Consulting Agreement

"I need a Monthly Retainer Consulting Agreement for my IT security consulting firm to provide ongoing cybersecurity services to a mid-sized retail company in Auckland, with specific provisions for data protection and emergency response times."

Document background
The Monthly Retainer Consulting Agreement is designed for businesses and consultants operating under New Zealand law who seek to establish a structured, ongoing professional relationship. This document is particularly suitable when regular, recurring consulting services are required, offering both parties the security and clarity of a fixed monthly fee arrangement. It addresses key aspects such as service scope, performance standards, payment terms, and professional obligations while ensuring compliance with New Zealand's Contract and Commercial Law Act 2017 and related legislation. The agreement is commonly used by professional service providers, consulting firms, and businesses seeking consistent access to specialized expertise without the commitment of permanent employment.
Suggested Sections

1. Parties: Identification of the consultant and the client, including full legal names, registered addresses, and company numbers if applicable

2. Background: Context of the agreement, including the client's need for services and consultant's expertise

3. Definitions: Key terms used throughout the agreement

4. Appointment and Term: Formal appointment of consultant, commencement date, and term (including renewal provisions)

5. Scope of Services: Description of consulting services to be provided under the retainer

6. Consultant's Obligations: Key responsibilities, service standards, and performance expectations

7. Client's Obligations: Client's responsibilities, including provision of information and access

8. Fees and Payment: Monthly retainer amount, payment terms, expenses, and invoicing process

9. Intellectual Property: Ownership and rights to work produced during the engagement

10. Confidentiality: Protection of confidential information and trade secrets

11. Liability and Indemnity: Limitation of liability and indemnification provisions

12. Termination: Grounds for termination, notice periods, and consequences of termination

13. General Provisions: Standard boilerplate clauses including notices, assignment, and governing law

14. Execution: Signature blocks and execution details

Optional Sections

1. Insurance: Requirements for professional indemnity and other insurance coverage, used when specific insurance requirements are needed

2. Non-Compete: Restrictions on competing activities, used when protecting client's market position is crucial

3. Data Protection: Specific provisions for handling personal data, used when significant data processing is involved

4. Key Personnel: Identification of specific consultant team members, used when particular expertise is crucial

5. Service Levels: Specific performance metrics and standards, used for complex or technical services

6. Force Majeure: Provisions for unforeseen circumstances, used when continuity of service is critical

7. Dispute Resolution: Detailed dispute resolution procedures, used for high-value or complex engagements

8. Anti-Bribery and Corruption: Compliance with anti-corruption laws, used when dealing with public sector or international clients

Suggested Schedules

1. Schedule 1 - Services Description: Detailed breakdown of services covered under the retainer

2. Schedule 2 - Fee Schedule: Detailed fee structure, including hourly rates for work beyond retainer scope

3. Schedule 3 - Service Levels: Specific performance metrics, response times, and quality standards

4. Schedule 4 - Key Personnel: Details of key team members and their roles

5. Appendix A - Change Request Form: Template for requesting changes to scope or services

6. Appendix B - Report Templates: Standard templates for regular reporting requirements

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

Relevant legal definitions




























Clauses


































Relevant Industries

Professional Services

Technology

Management Consulting

Financial Services

Healthcare

Education

Manufacturing

Retail

Non-Profit

Legal Services

Marketing and Advertising

IT Services

Business Strategy

Human Resources

Environmental Services

Engineering

Relevant Teams

Legal

Procurement

Finance

Human Resources

Operations

Business Development

Strategy

Risk Management

Compliance

Commercial

Project Management

Executive Leadership

Relevant Roles

Chief Executive Officer

Managing Director

Business Development Manager

Procurement Manager

Legal Counsel

Operations Director

Finance Manager

Human Resources Director

Project Manager

Department Head

Consultant

Senior Consultant

Principal Consultant

Business Advisor

Strategy Consultant

Management Consultant

Independent Contractor

Professional Services Provider

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

Find the exact document you need

Generic Consulting Agreement

New Zealand-compliant consulting agreement template for establishing professional consulting relationships and service arrangements.

find out more

Engineering Consultant Contract

A New Zealand-governed agreement establishing terms and conditions for professional engineering consultancy services, including scope, responsibilities, and deliverables.

find out more

Simple Consulting Services Agreement

A New Zealand-compliant template for establishing consulting service arrangements, covering essential terms and conditions under NZ law.

find out more

Management Consulting Agreement

A New Zealand-governed agreement establishing terms for management consulting services, including scope, fees, and professional obligations.

find out more

Standard Consulting Services Agreement

A New Zealand-governed agreement establishing terms and conditions for consulting services between a consultant and client.

find out more

Design Consultancy Agreement

A New Zealand-governed agreement establishing terms between design consultants and clients for professional design services delivery.

find out more

Consultant NDA

New Zealand-compliant non-disclosure agreement for consulting relationships, protecting confidential information shared with external consultants.

find out more

Subconsultant Agreement

A New Zealand law-governed agreement between a principal consultant and subconsultant establishing terms for professional service delivery.

find out more

Short Consulting Agreement

A streamlined consulting agreement template for New Zealand-based consulting engagements, ensuring legal compliance while protecting both parties' interests.

find out more

Self Employed Contractor Agreement

A New Zealand-governed agreement establishing the terms and conditions between a business and an independent contractor, ensuring legal compliance and protecting both parties' interests.

find out more

Consulting Engagement Contract

A New Zealand-governed agreement establishing terms and conditions for engaging consulting services as an independent contractor arrangement.

find out more

Contract For Consulting Services

A New Zealand-governed agreement establishing terms and conditions for the provision of consulting services between a consultant and client.

find out more

Business Consulting Agreement

New Zealand-governed agreement establishing terms for professional consulting services, defining scope, deliverables, and mutual obligations.

find out more

Basic Consulting Contract

New Zealand-compliant basic consulting agreement template establishing core terms and conditions for consulting engagements.

find out more

Real Estate Consulting Contract

A New Zealand-compliant agreement for professional real estate consulting services, outlining service scope, obligations, and terms.

find out more

Human Resources Consulting Agreement

A New Zealand-governed agreement establishing terms for HR consulting services, including scope, fees, and professional obligations.

find out more

Simple Consulting Contract

A straightforward consulting agreement template under New Zealand law for engaging consultants or consulting firms, covering essential terms and obligations.

find out more

Design Consulting Contract

A New Zealand-governed agreement establishing terms and conditions for professional design consulting services, including scope, deliverables, and obligations.

find out more

Commission Based Consulting Agreement

A New Zealand-compliant agreement establishing a commission-based relationship between a business and an independent consultant, with defined services and performance-linked compensation structures.

find out more

Standard Consulting Agreement

A New Zealand-governed agreement establishing terms and conditions for professional consulting services between consultants and clients.

find out more

Marketing Contractor Agreement

A New Zealand-governed agreement establishing terms and conditions between a business and an independent marketing contractor for professional marketing services.

find out more

Education Consultant Contract

A New Zealand-compliant contract template for education consulting services, setting out terms for educational advisory services and regulatory compliance.

find out more

Engagement Letter For Consulting Services

A New Zealand-compliant engagement letter establishing the terms and conditions between a consultant and client for professional consulting services.

find out more

Consultant Services Master Agreement

New Zealand-governed master agreement for establishing ongoing consulting services relationship between clients and consultants.

find out more

Engineering Consulting Agreement

A New Zealand-governed agreement for professional engineering consulting services, defining service scope, obligations, and commercial terms.

find out more

Consulting Subcontractor Agreement

A New Zealand-governed agreement establishing terms for subcontracted consulting services, including service scope, payment terms, and compliance requirements.

find out more

Social Media Consultant Contract

New Zealand-compliant contract template for engaging social media consulting services, defining service scope, deliverables, and obligations.

find out more

Individual Consultant Agreement

New Zealand-governed agreement establishing terms and conditions for engaging an independent consultant.

find out more

Monthly Retainer Consulting Agreement

A New Zealand-governed agreement establishing a monthly retainer arrangement between a consultant and client for ongoing professional services.

find out more

Construction Consulting Contract

A New Zealand-governed agreement establishing terms and conditions for construction consulting services, defining the consultant-client relationship and service delivery requirements.

find out more

Business Development Consulting Agreement

A New Zealand-governed agreement establishing terms for business development consulting services, including scope, deliverables, and professional obligations.

find out more

Management Consulting Contract

A New Zealand-compliant agreement establishing terms and conditions for management consulting services, including scope, deliverables, and commercial terms.

find out more

Consulting Fee Agreement

A New Zealand-compliant agreement establishing terms, conditions, and fee arrangements for consulting services.

find out more

Consultant Retainer Agreement

A New Zealand-governed agreement establishing terms for ongoing consultant engagement, including service scope, payment terms, and mutual obligations.

find out more

Marketing Consultant Contract

A New Zealand-compliant Marketing Consultant Contract establishing terms between a business and marketing professional, including service scope, deliverables, and obligations.

find out more

Success Fee Consulting Agreement

New Zealand-governed agreement for consulting services with success-based compensation, defining service scope, success criteria, and payment terms.

find out more

Sales Consultant Contract

A New Zealand-governed contract establishing terms and conditions for engaging an independent sales consultant.

find out more

Advisory Agreement

A New Zealand-governed agreement establishing terms and conditions for professional advisory services between an advisor and client.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.