Business Filenote Template

BUSINESS FILENOTE TEMPLATE & SERVICE AGREEMENT

Parties and Recitals

This Agreement is made between Service Provider: and Client Name: .

WHEREAS, Service Provider is engaged in the business of providing professional services and recordkeeping related to corporate, commercial, and operational matters; and

WHEREAS, Client has requested that Service Provider prepare and maintain official filenotes, project records, and provide related services as described in the Scope of Work; and

WHEREAS, the parties desire to memorialize the terms governing the preparation, retention, confidentiality, and billing for such filenotes and ancillary services.

Filenote Record Details

In person Phone Email Video conference

Summary of Discussion / Filenote

Provide a concise, factual record of matters discussed. Include decisions, instructions, references to supporting documents, and any representations relied upon.

Scope of Work

The Service Provider shall perform the following services in connection with the filenote, documentation, and related advisory activities:

Payment Terms

Client agrees to pay Service Provider for services rendered as set forth below.

Invoices shall be rendered in accordance with the schedule above and are due within days of invoice. Late payments shall accrue interest at % per month, or the maximum lawful rate if less.

Term and Termination

This Agreement commences on Start Date: and, unless earlier terminated, terminates on End Date: .

Either party may terminate for convenience upon days' written notice. Termination for material breach shall be effective immediately upon written notice if the breach remains uncured for a period of thirty (30) days following receipt of notice specifying the breach, except where the breach is incapable of cure.

Action Items & Follow-Up

Responsible Party: — Due Date:

Low Medium High

Confidentiality

The parties acknowledge that filenotes and related materials may contain Confidential Information. "Confidential Information" means non-public information disclosed by one party to the other, in any form, that is identified as confidential or that reasonably should be understood to be confidential. Each party shall (i) hold Confidential Information in strict confidence, (ii) not disclose it to third parties except as expressly permitted by this Agreement or required by law, and (iii) use it solely to perform obligations under this Agreement. The obligations in this paragraph shall continue for a period of years from the date of disclosure.

Records, Retention & Attachments

Service Provider will maintain filenotes and supporting documents in accordance with customary business practices and applicable law. Attachments referenced to this filenote should be listed below.

Governing Law & Entire Agreement

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles.

This Agreement, together with any attachments or schedules executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings and communications, whether written or oral. No modification, waiver, or amendment shall be binding unless made in writing and signed by authorized representatives of both parties.

Acknowledgment

By signing below, the undersigned certify that the information recorded in this filenote is true and accurate to the best of their knowledge and that they are authorized to bind the respective party to the terms of this Agreement.

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