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Referral Agreement Contract

Referral Agreement Contract Template for India

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Key Requirements PROMPT example:

Referral Agreement Contract

"I need a Referral Agreement Contract for my IT consulting firm in Bangalore to establish a referral partnership with a cloud services provider, including a 15% commission structure and quarterly payment terms, to be effective from March 2025."

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Document background
The Referral Agreement Contract is essential for businesses operating in India who wish to establish formal referral partnerships to expand their customer base or business opportunities. This document is particularly important in today's interconnected business environment where strategic partnerships play a crucial role in business growth. The agreement typically includes detailed provisions for referral mechanisms, commission structures, payment terms, and compliance requirements under Indian law. It protects both parties by clearly defining the scope of the referral relationship, establishing quality standards for referrals, and setting out dispute resolution procedures. This type of contract is commonly used when businesses want to leverage external networks for growth while maintaining legal compliance and professional standards.
Suggested Sections

1. Parties: Identifies and provides full details of the referring party and the recipient party

2. Background: Explains the context of the agreement and the parties' intentions to enter into a referral arrangement

3. Definitions: Defines key terms used throughout the agreement including 'Referral', 'Referral Fee', 'Qualified Lead', etc.

4. Scope of Referral Arrangement: Details the nature of referrals, products/services covered, and territorial scope

5. Referral Process: Outlines the specific procedure for making and accepting referrals

6. Referral Fees and Payment Terms: Specifies the fee structure, calculation method, payment schedule, and invoicing process

7. Obligations of the Referring Party: Lists the duties and responsibilities of the party making the referrals

8. Obligations of the Recipient Party: Details the responsibilities of the party receiving the referrals

9. Representations and Warranties: States the parties' assurances regarding their capacity and authority to enter into the agreement

10. Confidentiality: Governs the handling and protection of confidential information shared between parties

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

12. Post-Termination Obligations: Outlines obligations that survive after the agreement ends

13. Governing Law and Jurisdiction: Specifies that Indian law governs the agreement and establishes jurisdiction for dispute resolution

Optional Sections

1. Non-Solicitation: Prevents parties from directly soliciting each other's employees or clients, used when parties have significant market overlap

2. Exclusivity: Establishes exclusive referral rights, used when parties want to ensure referrals are made only to each other

3. Intellectual Property Rights: Governs the use of trademarks and other IP, important when branding or marketing materials are shared

4. Data Protection: Detailed provisions for handling personal data, essential when referrals involve sharing of personal information

5. Marketing and Promotion: Guidelines for how the referral relationship can be marketed, used when public promotion is intended

6. Training and Support: Details any training or support provided by either party, relevant for complex product/service referrals

7. Insurance Requirements: Specifies required insurance coverage, important in high-risk industries

8. Compliance with Industry Regulations: Additional compliance requirements for regulated industries like finance or healthcare

Suggested Schedules

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees, commission tiers, and calculation methods

2. Schedule 2 - Referral Process Workflow: Step-by-step process flow for making and processing referrals

3. Schedule 3 - Reporting Templates: Standard formats for tracking and reporting referrals

4. Schedule 4 - Approved Marketing Materials: Pre-approved materials and guidelines for promoting the referral relationship

5. Schedule 5 - Service Level Agreement: Performance metrics and response time requirements

6. Appendix A - Contact Details: Key contact information for both parties

7. Appendix B - Compliance Checklist: Industry-specific compliance requirements and verification procedures

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

Information Technology

Financial Services

Professional Services

Real Estate

Healthcare

Education

Consulting

Insurance

Telecommunications

E-commerce

Manufacturing

Retail

Business Services

Relevant Teams

Legal

Business Development

Sales

Compliance

Finance

Operations

Commercial

Marketing

Strategy

Partner Management

Contract Administration

Relevant Roles

Business Development Manager

Sales Director

Channel Partner Manager

Legal Counsel

Compliance Officer

Partnership Manager

Chief Revenue Officer

Commercial Director

Account Manager

Marketing Manager

Business Strategy Manager

Operations Manager

Contract Administrator

Chief Executive Officer

Chief Financial Officer

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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