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Expert Retainer Agreement
"I need an Expert Retainer Agreement for engaging a cybersecurity consultant who will provide monthly security audits and incident response services starting March 2025, with strict confidentiality provisions and the ability to access our IT systems remotely from within India."
1. Parties: Identification of the engaging company and the expert, including their registered addresses and corporate/personal details
2. Background: Context of the engagement, brief description of the expert's qualifications and the company's requirements
3. Definitions: Key terms used throughout the agreement including 'Services', 'Confidential Information', 'Deliverables', and 'Intellectual Property Rights'
4. Scope of Services: Detailed description of the expert services to be provided, including any specific projects or responsibilities
5. Term and Engagement: Duration of the agreement, renewal terms, and nature of the engagement (part-time/full-time/project-based)
6. Fees and Payment Terms: Retainer fee structure, payment schedule, expenses policy, and applicable taxes
7. Obligations of the Expert: Expert's commitments, availability, quality standards, and reporting requirements
8. Company's Obligations: Company's commitments regarding information, access, and support provided to the expert
9. Confidentiality: Obligations regarding confidential information, including duration of confidentiality obligations
10. Intellectual Property Rights: Ownership of work products, pre-existing IP, and licenses granted
11. Representations and Warranties: Standard warranties regarding capacity, expertise, and non-conflict situations
12. Indemnification: Mutual indemnification provisions for breach of agreement terms
13. Termination: Grounds for termination, notice periods, and consequences of termination
14. Post-Termination Obligations: Continuing obligations after agreement end, including confidentiality and IP rights
15. Governing Law and Dispute Resolution: Choice of law, jurisdiction, and dispute resolution mechanism
16. General Provisions: Standard boilerplate clauses including notices, entire agreement, and amendments
1. Non-Compete: Restrictions on expert's competing activities - include when dealing with sensitive industry sectors or proprietary knowledge
2. Force Majeure: Provisions for unforeseen circumstances - particularly relevant post-COVID or for long-term engagements
3. Insurance: Requirements for professional indemnity insurance - include for high-risk or regulated sectors
4. Compliance with Policies: Adherence to company policies - important for experts working on-site or accessing company systems
5. Data Protection: Specific data handling obligations - essential when personal data processing is involved
6. Assignment and Subcontracting: Rights to transfer obligations - include when expert may need to delegate tasks
7. Publicity: Use of expert's name/credentials by company - relevant for marketing or public-facing roles
1. Schedule 1 - Scope of Services: Detailed breakdown of services, deliverables, and performance metrics
2. Schedule 2 - Fee Schedule: Detailed fee structure, payment milestones, and expense categories
3. Schedule 3 - Service Levels: Expected performance standards, response times, and quality metrics
4. Schedule 4 - Expert's Qualifications: Expert's relevant qualifications, certifications, and experience
5. Appendix A - Confidentiality Agreement: Detailed confidentiality terms and specific protected information
6. Appendix B - Company Policies: Relevant company policies applicable to the expert's engagement
Authors
Information Technology
Management Consulting
Healthcare
Financial Services
Engineering
Manufacturing
Education
Research and Development
Pharmaceuticals
Legal Services
Environmental Services
Energy
Telecommunications
Real Estate
Architecture
Biotechnology
Legal
Procurement
Human Resources
Finance
Compliance
Operations
Research and Development
Project Management Office
Information Technology
Quality Assurance
Risk Management
Corporate Strategy
Technical Consultant
Management Advisor
Industry Specialist
Subject Matter Expert
Financial Advisor
Legal Consultant
Research Specialist
Strategic Advisor
Technology Architect
Medical Consultant
Environmental Specialist
Engineering Consultant
Training Specialist
Quality Assurance Expert
Risk Management Consultant
Regulatory Compliance Advisor
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