Expert Retainer Agreement Template for Canada

1. Non-Competition: Restrictions on competing activities - include when expert may work with competitors

2. Non-Solicitation: Restrictions on soliciting employees or clients - include for client-facing roles

3. Data Protection: Specific data handling requirements - include when dealing with personal or sensitive data

4. Compliance with Specific Regulations: Industry-specific compliance requirements - include for regulated industries

5. Travel Requirements: Travel expectations and arrangements - include when role requires travel

6. Performance Metrics: Specific performance standards and evaluation criteria - include when measurable outcomes are required

7. Subcontracting: Rights and restrictions regarding subcontracting - include when expert may need to delegate work

8. Force Majeure: Provisions for unforeseen circumstances - include for long-term or critical engagements

1. Schedule A - Scope of Services: Detailed description of services, deliverables, and timelines

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

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

4. Schedule D - Required Reports: Format and frequency of required reporting

5. Appendix 1 - Expert Qualifications: Detailed list of expert's relevant qualifications and experience

6. Appendix 2 - Insurance Requirements: Specific insurance types and coverage amounts required

7. Appendix 3 - Approved Subcontractors: List of pre-approved subcontractors if applicable

8. Appendix 4 - Confidentiality Agreement: Detailed confidentiality terms and requirements