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Client Retainer Agreement
"Need a Client Retainer Agreement for our Saudi-based management consulting firm to provide ongoing strategic advisory services to a government-owned enterprise, with specific provisions for confidentiality and security clearance requirements, starting March 2025."
1. Parties: Identification of the service provider and client, including full legal names, addresses, and commercial registration details
2. Background: Context of the agreement and brief description of the parties' intentions
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of professional services to be provided under the retainer
5. Term and Renewal: Duration of the retainer agreement and renewal terms
6. Retainer Fees and Payment Terms: Monthly/periodic retainer amount, payment schedule, and method of payment in compliance with Saudi banking regulations
7. Service Provider's Obligations: Key responsibilities and commitments of the service provider
8. Client's Obligations: Key responsibilities and commitments of the client
9. Confidentiality: Obligations regarding confidential information and client data protection
10. Intellectual Property: Ownership and rights related to work products and pre-existing materials
11. Termination: Conditions and process for terminating the agreement
12. Governing Law and Jurisdiction: Confirmation of Saudi Arabian law as governing law and jurisdiction for disputes
13. Notices: Process and requirements for formal communications between parties
14. General Provisions: Standard boilerplate clauses including force majeure, entire agreement, and amendments
1. Shariah Compliance: Specific clause confirming compliance with Islamic principles - include when explicitly requested or when dealing with Islamic financial institutions
2. Non-Competition: Restrictions on service provider working with competing clients - include when dealing with sensitive industries or upon client request
3. Service Levels: Specific performance metrics and response times - include for technical or ongoing operational services
4. Insurance: Professional indemnity and other insurance requirements - include for high-risk services or when required by client
5. Data Protection: Detailed data handling and protection measures - include when handling sensitive personal or commercial data
6. Subcontracting: Terms for engaging third parties - include when subcontracting might be needed
7. Force Majeure: Detailed force majeure provisions - include for long-term or critical services
8. Anti-Corruption: Specific anti-corruption and compliance provisions - include for government-related work or international clients
1. Schedule 1 - Scope of Services: Detailed breakdown of services covered under the retainer
2. Schedule 2 - Fee Schedule: Detailed fee structure, including retainer amount, additional services rates, and expenses
3. Schedule 3 - Key Personnel: List of key team members assigned to the client with their roles and responsibilities
4. Schedule 4 - Service Levels: Detailed service level agreements and performance metrics
5. Schedule 5 - Reporting Requirements: Format and frequency of progress reports and other required documentation
6. Appendix A - Power of Attorney: If required, formal authorization for specific actions on behalf of the client
7. Appendix B - Compliance Documents: Copies of relevant licenses, certifications, and compliance documents
8. Appendix C - Communication Protocol: Detailed procedures for routine communications and escalation paths
Authors
Term and Duration
Scope of Services
Service Provider Obligations
Client Obligations
Fees and Payment
Retainer Terms
Performance Standards
Confidentiality
Intellectual Property
Data Protection
Representations and Warranties
Liability and Indemnification
Insurance
Force Majeure
Termination
Assignment
Subcontracting
Non-Competition
Non-Solicitation
Compliance
Anti-Corruption
Record Keeping
Audit Rights
Dispute Resolution
Governing Law
Notices
Severability
Entire Agreement
Amendment
Shariah Compliance
Language
Electronic Communications
Professional Standards
Service Levels
Key Personnel
Client Materials
Reporting Requirements
Quality Assurance
Business Continuity
Relationship of Parties
Legal Services
Professional Services
Management Consulting
Information Technology
Financial Services
Business Advisory
Marketing and Communications
Engineering Services
Healthcare Services
Education and Training
Real Estate Services
Human Resources
Legal
Finance
Operations
Business Development
Client Services
Compliance
Commercial
Professional Services
Account Management
Administration
Managing Partner
Chief Executive Officer
Legal Counsel
Contract Manager
Business Development Manager
Chief Financial Officer
Operations Director
Professional Services Manager
Client Relationship Manager
Compliance Officer
Practice Manager
Senior Consultant
Account Director
Finance Manager
Commercial Director
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