Retainer Agreement Letter for Philippines

Retainer Agreement Letter Template for Philippines

A comprehensive legal document governed by Philippine law that establishes a formal retainer arrangement between a service provider and client. This agreement sets out the terms under which professional services will be provided on an ongoing basis, including scope of services, retainer fees, payment terms, and service delivery obligations. The document incorporates relevant provisions from the Civil Code of the Philippines and professional regulations, ensuring compliance with local legal requirements while protecting both parties' interests in a professional services relationship.

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What is a Retainer Agreement Letter?

The Retainer Agreement Letter is a crucial document used in the Philippines when establishing ongoing professional service relationships. It serves as both a formal agreement and a detailed outline of the service arrangement, typically used when a client requires regular access to professional services over an extended period. The document, governed by Philippine law including the Civil Code and relevant professional regulations, specifies the retainer fee structure, service scope, and operational terms. This type of agreement is particularly important in professional services contexts where regular, ongoing support is needed, providing clarity on service expectations, payment terms, and mutual obligations while ensuring compliance with local legal requirements.

What sections should be included in a Retainer Agreement Letter?

1. Letter Header and Date: Professional letterhead, date, and recipient's complete address

2. Salutation: Formal greeting to the client

3. Introduction of Parties: Clear identification of the service provider and the client

4. Background and Context: Brief explanation of why the retainer arrangement is being established

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

6. Retainer Fee Structure: Clear outline of the retainer amount, payment schedule, and what the fee covers

7. Term and Renewal: Duration of the retainer agreement and conditions for renewal

8. Service Provider's Obligations: Specific commitments and responsibilities of the service provider

9. Client's Obligations: Client's responsibilities and commitments under the arrangement

10. Confidentiality: Terms regarding the handling of confidential information

11. Termination: Conditions and process for ending the retainer arrangement

12. Signature Block: Space for signatures, names, and titles of both parties

What sections are optional to include in a Retainer Agreement Letter?

1. Conflict of Interest: Required when there's potential for conflicts with existing clients

2. Additional Services: Used when certain services may be provided outside the retainer scope

3. Performance Metrics: Include when specific service levels or performance indicators are required

4. Insurance and Liability: Needed when specific insurance requirements or liability limitations apply

5. Intellectual Property Rights: Required when services involve creation or use of intellectual property

6. Data Protection: Include when handling personal or sensitive data is part of the services

7. Force Majeure: Optional clause for circumstances beyond parties' control

8. Alternative Dispute Resolution: Include when specific dispute resolution mechanisms are preferred

What schedules should be included in a Retainer Agreement Letter?

1. Schedule A - Detailed Scope of Services: Comprehensive list and description of services covered under the retainer

2. Schedule B - Fee Structure and Payment Terms: Detailed breakdown of fees, payment schedule, and billing procedures

3. Schedule C - Key Personnel: List of key team members assigned to provide the services

4. Schedule D - Service Level Requirements: Specific performance metrics and service level expectations

5. Appendix 1 - Required Documentation: List of documents required from client for service delivery

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

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Philippines

Publisher

Genie AI

Document Type

Retainer Agreement

Cost

Free to use
Clauses
Relevant Industries

Legal Services

Professional Services

Management Consulting

Information Technology

Accounting and Financial Services

Business Advisory

Marketing and Communications

Engineering Services

Healthcare Services

Real Estate Services

Relevant Teams

Legal

Finance

Operations

Procurement

Compliance

Business Development

Human Resources

Administration

Professional Services

Account Management

Relevant Roles

Chief Executive Officer

Managing Director

Legal Counsel

Chief Financial Officer

Operations Manager

Procurement Manager

Contract Administrator

Business Development Manager

Professional Services Manager

Account Manager

Human Resources Director

Finance Director

Company Secretary

Compliance 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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