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Expert Retainer Agreement Template for Philippines

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Key Requirements PROMPT example:

Expert Retainer Agreement

"I need an Expert Retainer Agreement for a cybersecurity consultant who will provide services to our fintech company in Manila, with strict confidentiality provisions and the ability to engage the expert's services on-demand starting March 2025."

Document background
The Expert Retainer Agreement is essential for organizations in the Philippines seeking to formally engage professional experts for ongoing consultancy or advisory services. This document type is specifically designed to comply with Philippine legal requirements while establishing a clear framework for professional service relationships. It is commonly used when organizations require regular access to specialized expertise without creating an employer-employee relationship. The agreement addresses key aspects such as service scope, retainer fees, intellectual property rights, and confidentiality obligations, while ensuring compliance with Philippine Civil Code provisions, labor laws, and tax regulations. This document type is particularly important as it helps distinguish independent contractors from employees under Philippine labor law, providing clarity on the nature of the professional relationship and associated obligations.
Suggested Sections

1. Parties: Identifies and provides full details of the contracting parties - the Client and the Expert

2. Background: Explains the context of the agreement and the parties' intentions

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Scope of Services: Details the expert's appointment and clearly defines the scope of professional services to be provided

5. Term and Termination: Specifies the duration of the agreement and conditions for termination

6. Fees and Payment Terms: Outlines the retainer fee structure, payment schedule, and reimbursement policies

7. Obligations of the Expert: Lists the expert's duties, responsibilities, and standard of service

8. Obligations of the Client: Specifies client's responsibilities including provision of information and cooperation

9. Confidentiality: Details confidentiality obligations and handling of sensitive information

10. Intellectual Property Rights: Addresses ownership and rights to work products created during the engagement

11. Liability and Indemnification: Sets out liability limitations and indemnification obligations

12. General Provisions: Includes standard clauses like notices, amendments, governing law, and dispute resolution

Optional Sections

1. Exclusivity: Include when the expert is required to work exclusively for the client

2. International Services: Include when services will be provided across international borders

3. Force Majeure: Include when specific provisions for unforeseen circumstances are needed

4. Non-Competition: Include when the expert is restricted from competing activities

5. Insurance: Include when specific insurance requirements are needed

6. Data Protection: Include when the engagement involves significant data processing

7. Compliance with Specific Regulations: Include when the services relate to regulated industries

8. Key Personnel: Include when specific individuals are crucial to the service delivery

Suggested Schedules

1. Schedule A - Scope of Services: Detailed description of services to be provided

2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule C - Service Levels: Specific performance metrics and service standards

4. Schedule D - Contact Details: Key contact information for both parties

5. Appendix 1 - Required Qualifications: List of required qualifications and certifications

6. Appendix 2 - Reporting Requirements: Format and frequency of progress reports

7. Appendix 3 - Approved Expenses: List of approved expenses eligible for reimbursement

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








































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Relevant Industries

Legal Services

Management Consulting

Information Technology

Healthcare

Engineering

Financial Services

Education and Training

Research and Development

Environmental Consulting

Construction

Manufacturing

Telecommunications

Relevant Teams

Legal

Procurement

Human Resources

Finance

Operations

Project Management

Compliance

Risk Management

Professional Services

Business Development

Administration

Relevant Roles

Legal Counsel

Procurement Manager

Human Resources Director

Chief Financial Officer

Operations Manager

Project Manager

Compliance Officer

Risk Manager

Department Head

Managing Director

Chief Executive Officer

Technical Director

Professional Services Manager

Consulting Director

Business Development 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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