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Retainer Letter Template for India

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Key Requirements PROMPT example:

Retainer Letter

"I need a Retainer Letter for my IT consulting firm to provide ongoing technical support and system maintenance services to a mid-sized manufacturing company, starting from March 2025, with monthly reporting requirements and a dedicated support team."

Document background
A Retainer Letter is commonly used in India when establishing ongoing professional service relationships that require regular or continuous engagement. This document is essential when a client wishes to secure the services of a professional or firm on a recurring basis, typically involving monthly or annual retainer fees. The Retainer Letter, governed by Indian law, includes crucial details such as scope of services, fee arrangements, service levels, confidentiality provisions, and terms of engagement. It's particularly valuable for professional services where regular access to expertise is required, offering a more flexible and relationship-focused alternative to a full service agreement. The document must comply with Indian contract law, professional regulations, and specific industry requirements while maintaining clarity and professionalism in defining the service relationship.
Suggested Sections

1. Letter Header and Date: Professional letterhead, date, and reference number if applicable

2. Client Details: Full name and address of the client being addressed

3. Subject Line: Clear indication that this is a Retainer Letter/Engagement Letter

4. Introduction: Opening paragraph thanking the client for choosing the firm and confirming the engagement

5. Scope of Services: Detailed description of services to be provided under the retainer arrangement

6. Fee Structure: Clear outline of retainer fees, billing rates, and payment terms

7. Term and Renewal: Duration of the retainer arrangement and renewal terms

8. Professional Team: Key personnel who will be handling the engagement

9. Communication Protocol: How communications will be handled and who the primary points of contact are

10. Confidentiality Statement: Commitment to maintaining client confidentiality

11. Closing and Acceptance: Signature blocks and acceptance confirmation process

Optional Sections

1. Conflict Check Statement: Statement confirming no conflicts of interest exist, particularly important for legal services

2. Regulatory Compliance: Specific statements required by regulatory bodies, especially for regulated professions

3. Document Retention: Policy on retention of client documents and data

4. Limitation of Liability: Optional limitations on professional liability where permitted by law

5. Insurance Coverage: Details of professional indemnity insurance, if relevant to the service

6. Termination Provisions: Detailed termination clauses if more complex than standard notice periods

7. Anti-Money Laundering: AML compliance statements for financial or legal services

8. Intellectual Property Rights: IP ownership clauses where work product includes intellectual property

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees, rates, and payment terms

2. Service Level Details: Specific deliverables and service standards

3. Team Structure: Detailed team composition and hierarchy if complex engagement

4. Required Client Information: List of documents and information needed from the client

5. Compliance Checklist: Regulatory requirements and compliance procedures if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 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

Financial Services

Healthcare

Real Estate

Manufacturing

Education

Media and Entertainment

Professional Services

Public Relations

Marketing and Advertising

Human Resources

Engineering Services

Environmental Services

Relevant Teams

Legal

Finance

Procurement

Operations

Compliance

Risk Management

Business Development

Administration

Project Management

Corporate Secretarial

Human Resources

Strategy

Relevant Roles

Chief Executive Officer

Chief Legal Officer

General Counsel

Chief Financial Officer

Managing Director

Head of Procurement

Legal Director

Finance Director

Operations Manager

Procurement Manager

Contract Manager

Business Development Manager

Company Secretary

Compliance Officer

Project Manager

Department Head

Practice Head

Managing Partner

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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