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Monthly Retainer Contract Template for New Zealand

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Key Requirements PROMPT example:

Monthly Retainer Contract

"I need a Monthly Retainer Contract for my digital marketing agency based in Auckland, providing social media management and content creation services to a retail client, with service delivery starting January 2025 and including specific KPIs for social media engagement."

Document background
The Monthly Retainer Contract is designed for situations where professional services are provided on an ongoing basis under New Zealand law. This document is particularly suitable when a service provider wishes to establish a regular, predictable revenue stream while providing the client with guaranteed access to their services. It includes essential provisions for service scope, payment terms, performance standards, and termination rights, all compliant with New Zealand commercial legislation. The contract is commonly used by consultants, agencies, and professional service firms who provide regular, recurring services to their clients. It offers clarity on deliverables, timelines, and mutual obligations while providing flexibility for long-term professional relationships.
Suggested Sections

1. Parties: Identification and details of the service provider and client, including registered addresses and company numbers if applicable

2. Background: Context of the agreement and brief description of why the parties are entering into this retainer arrangement

3. Definitions: Key terms used throughout the agreement, including 'Services', 'Retainer Fee', 'Term', and other relevant definitions

4. Term and Commencement: Duration of the agreement, including start date and any initial term requirements

5. Services: Overview of the services to be provided under the retainer arrangement, referring to detailed scope in Schedule

6. Retainer Fee and Payment Terms: Monthly fee amount, payment schedule, invoicing process, and GST considerations

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. Intellectual Property: Ownership and rights related to work produced under the retainer

10. Confidentiality: Protection of confidential information exchanged during the service relationship

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

12. General Provisions: Standard contract clauses including governing law, notices, and entire agreement

Optional Sections

1. Service Levels: Include when specific performance metrics or response times need to be contractually guaranteed

2. Additional Services: Include when there's a need to specify how services beyond the retainer scope will be handled

3. Personnel: Include when specific team members or roles need to be guaranteed for service delivery

4. Insurance: Include when specific insurance requirements need to be maintained by either party

5. Data Protection: Include when personal data processing is involved in service delivery

6. Non-Solicitation: Include when there's a need to prevent hiring of each other's staff

7. Force Majeure: Include when specific provisions for unforeseen circumstances are required

8. Change Control: Include when formal processes for changing service scope or terms are needed

Suggested Schedules

1. Schedule 1 - Scope of Services: Detailed description of services included in the monthly retainer

2. Schedule 2 - Fee Schedule: Breakdown of monthly retainer fee and any variable components

3. Schedule 3 - Service Levels: Detailed service level agreements and performance metrics if applicable

4. Schedule 4 - Key Personnel: Details of key team members assigned to the retainer if applicable

5. Appendix A - Report Templates: Standard templates for regular reporting if required

6. Appendix B - Communication Protocols: Agreed communication procedures and escalation paths

Authors

Alex Denne

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

Relevant legal definitions



























Clauses
































Relevant Industries

Professional Services

Legal Services

Consulting

Marketing and Advertising

IT Services

Business Advisory

Accounting Services

Design Services

Management Consulting

Digital Services

Public Relations

Business Services

Relevant Teams

Legal

Finance

Operations

Commercial

Procurement

Business Development

Account Management

Project Management

Service Delivery

Administration

Relevant Roles

Managing Director

Chief Executive Officer

Business Development Manager

Contract Manager

Legal Counsel

Operations Manager

Finance Manager

Account Director

Project Manager

Procurement Manager

Commercial Manager

Business Owner

Consultant

Service Delivery Manager

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, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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