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Monthly Retainer Contract

Monthly Retainer Contract Template for Australia

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Key Requirements PROMPT example:

Monthly Retainer Contract

"I need a Monthly Retainer Contract for my digital marketing agency to provide social media management and content creation services to a retail client, with a minimum 12-month commitment starting January 2025 and including specific performance metrics for engagement rates."

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Document background
This Monthly Retainer Contract is designed for use in the Australian jurisdiction where a service provider wishes to establish a formal, ongoing service relationship with a client based on regular monthly payments. The document is particularly suitable for professional service providers who deliver consistent, recurring services and seek to establish predictable revenue streams while clearly defining service scope, deliverables, and mutual obligations. It incorporates relevant Australian legal requirements, including those from the Competition and Consumer Act 2010 and contract law principles, while providing flexibility to accommodate various service types and industry-specific needs. The agreement is structured to protect both parties' interests and provide clarity on service delivery, payment terms, and relationship management.
Suggested Sections

1. Parties: Identifies and defines the service provider and the client with their full legal names and details

2. Background: Outlines the context of the agreement and the parties' intention to enter into a retainer arrangement

3. Definitions: Defines key terms used throughout the agreement for clarity and consistency

4. Scope of Services: Details the core services to be provided under the retainer arrangement

5. Retainer Fee and Payment Terms: Specifies the monthly fee, payment schedule, and invoicing process

6. Term and Renewal: Defines the initial term of the agreement and any renewal provisions

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

8. Client's Obligations: Outlines the client's responsibilities and commitments

9. Intellectual Property: Addresses ownership and usage rights of any IP created during the service provision

10. Confidentiality: Establishes confidentiality obligations for both parties

11. Termination: Specifies circumstances and processes for ending the agreement

12. General Provisions: Includes standard legal clauses such as governing law, notices, and entire agreement

Optional Sections

1. Additional Services: Used when there's a need to specify services beyond the retainer scope and associated fees

2. Service Levels: Include when specific performance metrics or response times need to be guaranteed

3. Non-Solicitation: Add when there's a need to prevent either party from hiring the other's employees

4. Insurance Requirements: Include when specific insurance coverage needs to be maintained

5. Data Protection: Add when personal data processing is involved in service delivery

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

7. Dispute Resolution: Add when specific dispute resolution procedures are required beyond standard court proceedings

Suggested Schedules

1. Schedule A - Scope of Services: Detailed breakdown of services included in the monthly retainer

2. Schedule B - Fee Schedule: Detailed breakdown of the retainer fee and any additional charges

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

4. Schedule D - Key Personnel: List of key team members assigned to the client

5. Appendix 1 - Report Templates: Standard templates for regular reporting if required

6. Appendix 2 - Communication Protocols: Agreed procedures for routine communications and escalations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 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




























Clauses






























Relevant Industries

Professional Services

Legal Services

Marketing and Advertising

IT and Technology

Management Consulting

Business Advisory

Creative Services

Public Relations

Digital Marketing

Accounting and Finance

Human Resources

Relevant Teams

Legal

Operations

Finance

Business Development

Account Management

Commercial

Procurement

Compliance

Service Delivery

Administration

Relevant Roles

CEO

Managing Director

Business Development Manager

Account Manager

Legal Counsel

Operations Manager

Finance Manager

Contract Administrator

Project Manager

Service Delivery Manager

Commercial Manager

Business Owner

Consultant

Department Head

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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