Skip to main content
Services Retainer Agreement Concepts
What's Included
$19 Template
$89 Pack
$199 Pro
This single static template
180 contract template library
Starter proposal template library
Novice quoting software
340 contract templates
700 proposal layouts
200 completed sample proposals
110 project templates
Expert quoting software
Document branding features

How to write your Services Retainer Agreement

We include this 3 page template with IT/Software/Hardware Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.

If you are going to be on retainer to offer services to a customer, use this contract. The Services Retainer Agreement outlines the services that will be offered, billing rates, conditions, and cancellation terms.
Document Length: 3 Pages
Quote Logo What Our Clients Say

I found this product to be quite helpful when I had to present my first wedding photography contract. It listed everything I needed in order to write the contract and it protected both the client and my business. Thank you for such a wonderful product."

Karen O. Smith

1. Get IT/Software/Hardware Contract Pack or the single template that includes this business contract document.

We include this Services Retainer Agreement in editable Word format that can be customized using your office software.

2. Download and install after ordering.

Once you have ordered and downloaded your template or pack, you will have all the content you need to get started.

3. Customize the contract template with your information.

You can customize the contract document as much as you need. If you get a Contract Pack or Professional Bundle, you can also use the included Wizard software to automate name/address data merging.

Services Retainer Agreement

How to write my Services Retainer Agreement document


THIS AGREEMENT is made this Current Day day of Current Month, Current Year by and between Company Name ("Company") and Company Name ("Customer").

In consideration of the mutual covenants set forth in this Agreement, Customer and Company hereby agree as follows:

Engagement of Services

Company agrees to render to Customer professional services as follows:

Insert the type of service to be covered under this retainer here.

In addition to professional services, Customer agrees to pay for additional expenses and third party costs incurred for or on behalf of Customer, including, but not limited to:

Copies, shipping, courier services, printing, media costs (disks, storage, etc). Insert any additional type of expense to be covered under this retainer here.

Billing and Understanding of Rates

Fees are based on the actual time spent on services performed, at a rate of Hourly Rate per hour, billed in quarter hour (25) increments. Travel Rates shall be billed at Hourly Rate per hour and Insert the Travel Mileage Rate per mile. Phone conferences shall be billed at actual time when demanded or scheduled ahead of time by customer. Customer acknowledges that all phone or email time spent working on services for Customer shall be subject to the hourly billing rate.

Rates are guaranteed for 120 days from the date of this agreement. Rates may be adjusted after this date without prior approval. All estimates of time to complete a given task are based on our evaluation of the task, the extent of Company's involvement and the complexity of the task to be performed.

During the course of working for Customer, additional requirements or problems may become evident or additional work may be requested or required. Customer further understands that all estimates are done using the information made available to Company by Customer and that all estimates may be subject to modification at any time. Company shall submit an itemized account of all time spent on a particular task, and Company shall not exceed Insert Maximum Billing Amount in monthly billing without Customer's prior written or unilateral verbal approval.


Should Customer ultimately not engage Company for services, Customer agrees to a cancellation fee of Insert the Retainer Cancellation Fee to be deducted from the retainer, in addition to any expenses or third party costs Company has paid on behalf of Customer. Upon termination or expiration of Agreement, Customer agrees to be solely responsible for any additional third party fees for any service utilized for or on behalf of Customer by Company. Additional expenses may include, but are not limited to: hosting fees, licenses, translations, royalties, talent, and other associated fees.


To secure Company's commitment to perform the services listed above, Customer agrees to pay Company Insert the Retainer Contract Fee as a retainer, to be credited against all future services performed.

General Provisions

1 Entire Agreement

This Agreement contains the entire agreement between the parties relating to the subject matter hereof and supersedes any and all prior agreements, written or oral, between the parties related to the subject matter hereof. No modification of this Agreement shall be valid unless made in writing and signed by both of the parties hereto.

2 Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of State. Exclusive jurisdiction and venue shall be in the County County, State Superior Court.

3 Binding Effect

This Agreement shall be binding upon and inure to the benefit of Customer and Company and their respective successors and assigns, provided that Company may not assign any of its obligations under this Agreement without Customer's prior written consent.

4 Waiver

The waiver by either party of any breach or failure to enforce any of the terms and conditions of this Agreement at any time shall not in any way affect, limit, or waive such party's right thereafter to enforce and compel strict compliance with every term and condition of this Agreement.

5 Good Faith

Each party represents and warrants to the other that such party has acted in good faith, and agrees to continue to so act, in the negotiation, execution, delivery, performance, and any termination of this Agreement.

6 Right to Withhold Creative Content and Services

In the event Customer fails to make any of the payments set forth on Exhibit A within the time prescribed in Exhibit A, Company has the right to withhold further creative content and services performed for or on behalf of Customer until payment in full is made, plus accrued late charges of 1 1/2% per month.

7 Indemnification

Customer agrees to indemnify and hold Company harmless from any and all claims brought by any third party relating to any aspect of the services, including, but without limitation, any and all demands, liabilities, losses, costs and claims, including attorney's fees, arising out of injury caused by Customer's products/services, material supplied by Customer, copyright infringement, and defective products sold via the advertising or services. Further, Customer agrees to indemnify Company from responsibility for problems/disruptions caused by third party services and contractors that Customer may use, such as media buyers, transportation, merchant accounts, shopping carts, shipping, hosting services, real-time credit card processing, and other services that relate to the execution of the services outlined in this Agreement by Company.

8 Use of Services and Creative Content for Promotional Purposes

Customer grants Company the right to use the creative content, description of services performed, results of services and campaign data as it sees fit for promotional purposes.

9 No Responsibility for Theft

Company has no responsibility for any third party taking all or any part of the content, ideas, or services provided to Customer by Company.

10 Attorney's Fees

In the event any party to this Agreement employs an attorney to enforce any of the terms of the Agreement, the prevailing party shall be entitled to recover its actual attorney's fees and costs, including expert witness fees.

11 Term of Agreement

This Agreement shall begin on Current Date and shall continue in full force until terminated by either party upon at least thirty (30) days prior written notice.

Both parties represent and warrant that, on the date first written above, they are authorized to enter into this Agreement in entirety and duly bind their respective principals by their signatures below:

The complete Services Retainer Agreement - with the actual formatting and layout - is available as a single template or as part of a library of related templates in a Contract Pack or the Professional Bundle.
Services Retainer Agreement
Product name:
Services Retainer Agreement
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$19 USD
Proposal Kit Reviews Logo4.7 stars, based on 839 reviews
Alternate documents are those which may be used instead of this document depending on your situation. Alternate documents may be better suited for projects of different sizes, more specialized projects, and variations on rights.

Alternate Documents:

Key Takeaways

  • The Services Retainer Agreement is available as a ready-to-edit template.
  • The Contract Packs and Professional Bundle include many related agreements and documents.
  • You can automate financials and data merging into contracts using a Contract Pack or Professional Bundle.
  • You can also create business proposals and integrate your contracts using the Professional Bundle.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
Proposal Kit LogoPublished by Proposal Kit, Inc.


Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the Services Retainer Agreement template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.

© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.