Establishing secure connection…Loading editor…Preparing document…

Business Client MSA

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS CLIENT MASTER SERVICES AGREEMENT

This Master Services Agreement (“Agreement”) is entered into as of between Client Name: with principal address and Service Provider Name: with principal address .

WHEREAS

WHEREAS, Client desires to retain Provider to perform certain professional services described herein on the terms and conditions set forth in this Agreement; and

WHEREAS, Provider represents that it has the personnel, skills, and resources necessary to perform those services and is willing to perform such services for Client pursuant to the terms of this Agreement; and

WHEREAS, the parties desire to set forth herein the general terms and conditions under which Provider will provide services to Client from time to time by work orders or statements of work executed under this Agreement.

SCOPE OF WORK

Provider shall perform the services and deliverables described in the Scope of Work below and any mutually executed Statement(s) of Work. Each Statement of Work shall reference this Agreement and, upon execution by both parties, shall become incorporated into this Agreement.

Acceptance Criteria: Deliverables shall be deemed accepted upon written confirmation by Client or upon the expiration of days following delivery if no material defects are reported. Change orders must be documented in writing and signed by authorized representatives of both parties.

PAYMENT TERMS

Client shall pay Provider for services performed at the rates and on the schedule set forth below. Fees are exclusive of taxes which Client shall be responsible for, except taxes based on Provider’s income.

Invoices are payable within days of receipt. Late payments shall incur interest at the lesser of 1.5% per month or the maximum rate permitted by law, plus a late fee of .

Reimbursable expenses must be pre‑approved in writing and invoiced with reasonable substantiation. Payments shall be made by check or wire transfer to the account designated by Provider.

TERM AND TERMINATION

This Agreement commences on the Start Date and continues until the End Date, unless earlier terminated as provided herein.

Start Date:    End Date:

Either party may terminate this Agreement for convenience upon days' prior written notice. Either party may terminate for material breach if the breaching party fails to cure such breach within days after receipt of written notice. Termination will not relieve Client of its obligation to pay for services performed and reimbursable expenses incurred through the effective date of termination. Sections concerning payment, confidentiality, indemnification, and limitation of liability shall survive termination.

CONFIDENTIALITY

“Confidential Information” means non-public information disclosed by one party to the other that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information excludes information that: (a) is or becomes publicly known without breach of this Agreement; (b) is rightfully received from a third party without restriction; (c) is independently developed without use of the other party’s Confidential Information; or (d) is required to be disclosed by law or court order, provided that the receiving party gives prompt notice and cooperates with any protective order or other remedy.

Each party shall: (i) use the other party’s Confidential Information only for the purposes of performing under this Agreement; and (ii) protect such Confidential Information with at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care. The obligations of confidentiality shall continue for years following termination or expiration of this Agreement.

INDEMNIFICATION; LIMITATION OF LIABILITY

Each party (the “Indemnitor”) agrees to indemnify, defend and hold harmless the other party and its officers, directors and employees (the “Indemnitees”) from and against any third‑party claims, losses, liabilities, damages and expenses (including reasonable attorneys’ fees) to the extent arising from the Indemnitor’s breach of this Agreement, negligence, or willful misconduct. The foregoing indemnity obligations do not apply to the extent the claim arises solely from the acts or omissions of the Indemnitees.

Except for liability arising from willful misconduct, gross negligence, or indemnification obligations, neither party’s aggregate liability for any claim arising under this Agreement shall exceed the total amounts paid or payable by Client to Provider under the applicable Statement of Work giving rise to the claim during the twelve (12) month period preceding the claim.

RELATIONSHIP; ASSIGNMENT

Provider is an independent contractor. Nothing in this Agreement creates an employment, partnership, joint venture, or agency relationship. Neither party may assign this Agreement or any rights hereunder without the prior written consent of the other, except to an acquirer of substantially all of its assets or stock, provided the assignee assumes all obligations hereunder.

NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below or to such other addresses as either party designates in writing. Notices shall be effective upon receipt.

GOVERNING LAW; DISPUTE RESOLUTION

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of law principles. The parties shall attempt in good faith to resolve any dispute arising out of or relating to this Agreement through negotiation. If the dispute is not resolved within thirty (30) days, the parties may pursue any remedies available at law or in equity in the courts located in the foregoing state.

ENTIRE AGREEMENT; AMENDMENT

This Agreement, together with any executed Statements of Work and exhibits, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous understandings and agreements, oral or written. No amendment to this Agreement shall be effective unless in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions will remain in full force and effect. The headings in this Agreement are for convenience only and have no substantive effect.

Client:

Printed Name:

By:

Date:

Service Provider:

Printed Name:

By:

Date:

Enter text✕

What the Business Client MSA Is and when it applies

A Business Client Master Services Agreement (MSA) is a standardized contract that establishes the recurring legal relationship between a service provider and a commercial client. The MSA sets the overall terms — scope of services, deliverables, payment terms, intellectual property, confidentiality, liability limits, indemnities, term and termination, change control, and governing law — while separate statements of work or schedules attach project-specific technical requirements and pricing. MSAs streamline procurement, reduce negotiation time, and make future engagements repeatable by pre‑defining operational and legal expectations for both parties.

Why organizations use a Business Client MSA

An MSA centralizes risk allocation and commercial terms, reduces repeated negotiations, and clarifies performance and remedy expectations across multiple projects or purchase orders.

Why organizations use a Business Client MSA

Typical users and internal stakeholders

Coordinate these stakeholders early to reduce negotiation cycles and ensure the executed MSA reflects operational realities.

  • Legal and contracts teams reviewing liability, indemnity, and IP assignments prior to signature.
  • Procurement and sourcing managing pricing, SOW attachments, and renewal schedules across vendors.
  • Business owners and project managers ensuring scope and SLAs match operational needs.

Core sections every professional Business Client MSA should include

A complete MSA addresses commercial, operational, and legal elements so both parties understand obligations, risks, and remedies without repeating terms in each new purchase order or SOW.

Scope of Work

Defines services, deliverables, acceptance criteria, and how SOWs or exhibits tie to the master agreement.

Payment Terms

Specifies fees, invoicing cycles, late payment interest, expenses, and any milestone or holdback arrangements.

Service Levels

Includes SLA metrics, remedies for missed targets, reporting obligations, and escalation procedures.

Confidentiality

Sets treatment of confidential information, duration of obligations, permitted disclosures, and return/destruction procedures.

Intellectual Property

Allocates ownership of pre-existing IP, deliverable ownership, license grants, and rights to use underlying tools.

Liability & Indemnity

Caps on damages, exclusions, indemnity scope, insurance requirements, and notice/defense procedures.

Step-by-step: completing and executing a Business Client MSA

Follow these sequential steps to prepare, approve, sign, and distribute the MSA for commercial use.

  • 01
    Draft review: Confirm scope, fees, and key clauses align with business terms.
  • 02
    Legal approval: Obtain counsel sign-off on risk allocation and compliance items.
  • 03
    Signatory confirmation: Verify authorized signer and title before signature.
  • 04
    Execution and distribution: Execute per chosen method and circulate final fully signed copy to stakeholders.

How to configure an online MSA signing workflow

Set up a repeatable digital workflow so each MSA follows the same review, approval, and signature path.

Field Configuration
Signature Order Sequential signing with approval gate after legal review.
Authentication Email link plus optional SMS code for increased assurance.
Routing Auto-send to procurement then finance after signatures.
Notifications Automatic reminders at 3 and 7 days for outstanding signers.

Digital signing and technical requirements

Ensure the platform provides an auditable certificate of completion and retains a tamper-evident record for contractual and regulatory needs.

  • File formats: PDF and DOCX widely supported.
  • Integrations: CRM and document storage integrations available.
  • Security: Encryption in transit and at rest required.

Where to send, store, and share the executed MSA

Designate canonical storage and distribution channels so executed copies are discoverable and auditable.

  • Primary storage: Store fully executed copies in the contract repository.
  • Counterparty copy: Provide signed PDF to the other party via secure link.
  • Operational teams: Share SOWs with delivery and finance for onboarding.
  • Audit records: Retain the audit trail and certificate of completion.

Typical timelines and deadlines to track for an MSA

Track negotiation, execution, and operational deadlines to stay compliant with commercial and statutory timelines.

Negotiation window:

Allow 2–4 weeks for internal and counterparty review.

Signature deadline:

Set a clear execution deadline in the offer or SOW.

Effective date:

Often the later of execution or a specified calendar date.

Renewal notice:

Notice periods commonly 30–90 days before renewal.

Retention start:

Retention begins at execution for recordkeeping purposes.

Key milestones from negotiation to renewal

Map milestones so legal, procurement, and delivery teams know critical dates and responsibilities at each stage.

01

Negotiation

Parties exchange redlines and agree on core commercial terms.

02

Final Approval

Legal and finance provide sign-off on the final draft.

03

Execution

Authorized signatories apply signatures and date the agreement.

04

Onboarding & Renewal

Operations onboard and monitor renewal notices ahead of expiration.

Essential data items to include on the MSA

Parties' names: Full legal entity
Addresses: Street, city, state, ZIP
Scope reference: Attached SOW names
Fee terms: Rates and currency
Effective/term: Start and end dates
Governing law: Selected state

Common legal risks and consequences to guard against

Unenforceable clauses: Overbroad indemnities can be struck
Tax exposure: Incorrect payment terms trigger withholding
Data breaches: HIPAA/GDPR obligations create fines
Liability gaps: No cap on consequential damages
Signature defects: Improper execution may void agreement
Missed notices: Failure to notify may forfeit remedies

Frequent drafting and execution errors to avoid

  • Leaving the scope vague which leads to dispute over deliverables and additional costs.
  • Failing to attach an executed SOW or exhibit referenced in the MSA, creating ambiguity over performance obligations.
  • Not verifying the signer's authority, resulting in a potentially unenforceable agreement requiring ratification or re‑execution.
  • Omitting specific payment mechanics and tax treatment; this can trigger withholding issues or invoicing disputes.

Real-world examples of using an MSA

Two practical examples illustrate how organizations apply MSAs to streamline contract operations and signature workflows.

Optica Ventures / COO

Optica standardized a single MSA for recurring vendor engagements to reduce review cycles.

  • This centralized templates and SOWs.
  • The COO reported the interface was simple for the team and customers, enabling consistent execution without repeated negotiation or custom drafting.

Xerox / Director of NetSuite Operations

Xerox used an MSA plus integrated signing to align contract terms with their ERP workflows.

  • Integration automated SOW population.
  • The Director noted the approach allowed flexible formats and ensured signatures on correct documents while preserving system-level controls.

Who is typically authorized to sign a Business Client MSA

Authorized Signatory

An officer or other person with board‑delegated authority to bind the entity; confirmation of authority (corporate resolution or delegation) reduces risk of challenge to validity.

Contract Manager

An operational lead who manages SOWs and renewals and coordinates cross‑functional approvals; they often execute on delegated authority for repeatable transactions.

Practical tips for accurate and efficient MSA completion

Adopt standardized clauses, maintain a single source of truth for templates, and use consistent naming and exhibit references.

Use a template library
Maintain approved clause language and save redlines as negotiable or non‑negotiable to speed review cycles.
Confirm signatory authority
Require a corporate resolution or written delegation for high‑risk contracts to prevent post‑execution challenges.
Attach exhibits
Always attach SOWs, pricing schedules, and security addenda referenced in the body of the MSA.
Preserve audit trail
Use an eSignature platform that records timestamps, IP addresses, and signer authentication data for compliance.

Representative eSignature vendor comparison for executing MSAs

This table summarizes starting prices and core availability across common eSignature vendors; signNow is listed first per vendor ordering rules.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Yes Yes Yes Yes
Bulk Send Yes (Premium) Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA) Yes (BAA) Yes (BAA) No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently asked questions about Business Client MSAs and eSigning

Answers to common legal, execution, and technical questions about MSAs, signatures, and recordkeeping.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users