Establishing secure connection…Loading editor…Preparing document…

Business Services Westbrick

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

BUSINESS SERVICES AGREEMENT — WESTBRICK

Parties and Effective Date

This Business Services Agreement (the "Agreement") is entered into as of by and between:

Recitals

WHEREAS, Service Provider is engaged in the business of providing business advisory, administrative and operational services and has represented that it possesses the necessary qualifications, skills and expertise to perform the services described in this Agreement; and

WHEREAS, Client desires to retain Service Provider to perform certain services for Client on the terms and conditions set forth herein, and Service Provider is willing to perform such services for Client; and

WHEREAS, the parties desire to set forth their respective rights and obligations with respect to such services.

Scope of Work

Service Provider shall perform the services described below in a professional and workmanlike manner in accordance with industry standards. The services to be provided by Service Provider (the "Services") are as follows:

Payment Terms

In consideration of the performance of the Services, Client shall pay Service Provider the fees and expenses set forth below. All amounts are payable in United States dollars unless otherwise agreed in writing.

Invoices are payable within days of invoice date. Late payments shall accrue interest at the rate of on the outstanding balance, or the maximum rate permitted by law, whichever is less. Client shall also be responsible for reasonable collection costs, including attorneys' fees, incurred by Service Provider in enforcing payment.

Term and Termination

This Agreement shall commence on and shall continue until unless earlier terminated in accordance with this Section.

Either party may terminate this Agreement for any reason upon written notice to the other party delivered at least days prior to the effective termination date. Either party may terminate immediately upon written notice if the other party materially breaches this Agreement and fails to cure such breach within thirty (30) days after receipt of written notice specifying the breach. Termination shall not relieve Client of its obligation to pay for Services performed and expenses incurred prior to the effective date of termination.

Confidentiality

"Confidential Information" means all non-public information disclosed by one party to the other that is designated as confidential or that, by its nature, should reasonably be understood to be confidential. Each party agrees to: (a) maintain the confidentiality of the other party's Confidential Information using at least the same degree of care it uses to protect its own confidential information but no less than reasonable care; (b) use Confidential Information solely to perform its obligations under this Agreement; and (c) not disclose Confidential Information to any third party except to employees, contractors or advisors who have a need to know and who are bound by confidentiality obligations at least as restrictive as those in this Agreement. The obligations in this Section shall survive termination for a period of unless a longer period is required by law.

Intellectual Property and Work Product

Unless otherwise agreed in writing, Service Provider grants Client a non-exclusive, non-transferable license to use deliverables created under this Agreement solely for Client's internal business purposes. Service Provider retains ownership of its pre-existing proprietary materials, methodologies, know-how and tools. To the extent any deliverable incorporates Service Provider's pre-existing materials, Service Provider grants Client a perpetual, royalty-free license to use such pre-existing materials solely as incorporated in the deliverable.

Indemnification and Limitation of Liability

Each party shall indemnify, defend and hold harmless the other party from and against losses arising from third-party claims to the extent caused by the indemnifying party's breach of this Agreement or gross negligence or willful misconduct. EXCEPT FOR LIABILITY ARISING FROM A PARTY'S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES, AND THE AGGREGATE LIABILITY OF EITHER PARTY ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL NOT EXCEED THE AMOUNTS PAID OR PAYABLE BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT IN THE SIX (6) MONTHS PRECEDING THE CLAIM.

Governing Law

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 submit to the exclusive jurisdiction of the state and federal courts located in that state for disputes arising out of or relating to this Agreement.

Entire Agreement; Amendments

This Agreement, including any exhibits or schedules attached hereto, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral. No amendment or waiver of any provision of this Agreement shall be effective unless in writing and signed by authorized representatives of both parties.

Notices

All notices required or permitted under this Agreement shall be in writing and shall be deemed given when delivered personally, sent by certified mail (return receipt requested), or sent by nationally recognized overnight courier to the addresses set forth above or such other address as either party may designate by notice to the other.

Miscellaneous

If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. The headings in this Agreement are for convenience only and shall not affect interpretation. The parties are independent contractors; nothing in this Agreement shall be construed to create a partnership, joint venture, agency or employment relationship between the parties.

Service Provider

Printed Name:

By:

Date:

Client

Printed Name:

By:

Date:

Enter text✕

What the Business Services Westbrick is and when it applies

The Business Services Westbrick is a standardized business services agreement and intake form used to document scope, deliverables, pricing, timelines, invoicing and contact details for one-off or recurring services. It acts as both an operational intake record and a contractual attachment that clarifies responsibilities, payment terms and dispute resolution. Organizations use this form to reduce onboarding friction, align expectations, and create an auditable record for procurement, accounts payable, and compliance teams. The document is commonly executed electronically under U.S. e-signature law when parties consent to electronic records and signatures.

Why the Business Services Westbrick matters for vendors and buyers

A clear Business Services Westbrick reduces misunderstandings about scope, shortens procurement cycles, and creates a single source of truth for billing and performance metrics.

Why the Business Services Westbrick matters for vendors and buyers

Who typically prepares and signs a Business Services Westbrick

Organizations across operations, procurement, finance and client services complete this form to record service engagements and approvals.

  • Procurement teams and contract administrators who manage vendor selection and contracting workflows.
  • Finance and accounts payable for budgeting, invoicing setup, and payment authorization.
  • Client services or operations staff who define deliverables, timelines, and acceptance criteria.

Signers vary by organization size: small businesses often use owner signatures, while larger firms use delegated approvers with role-based authorization.

Essential parts of a professional Business Services Westbrick

A complete Westbrick includes identity fields, scope of work, pricing and payment terms, acceptance criteria, signature blocks, and routing instructions for approvals and invoicing.

Parties

Full legal names and entity types for each party, including DBA where applicable and the signer’s organizational role for attribution and enforcement.

Scope

Clear description of services, deliverables, milestones, and exclusions to reduce disputes and define measurable acceptance criteria.

Payment

Fee structure, billing frequency, net payment terms, late fees, and any retainers or milestone-based payment triggers.

Timetable

Start and end dates, milestone schedule, delivery deadlines, and any dependencies that affect timeline or payment.

Signatures

Authorized signature lines, printed names, titles, and dates; note whether electronic signatures satisfy execution requirements.

Routing

Internal approver list, contact emails for invoice submission, and instructions for where to send completed and executed copies.

Step-by-step: completing and approving the Westbrick

Follow these sequential steps to prepare, approve, and execute a Business Services Westbrick with traceable actions and retained evidence.

  • 01
    Prepare form: Populate all identity, scope, and payment fields before routing.
  • 02
    Internal review: Route to procurement and finance for approval and budget verification.
  • 03
    Send for signature: Deliver via secure eSignature or in-person for authorized signatory execution.
  • 04
    Archive executed copy: Store final signed document in records management for retention obligations.

Typical routing flow for a Business Services Westbrick

A reliable routing pattern reduces delays and clarifies responsibility for approvals, invoicing, and vendor onboarding tasks.

  • Requester: Initiates the form and defines scope.
  • Procurement: Verifies vendor compliance and pricing.
  • Finance: Confirms budget and payment terms.
  • Signer: Authorized party executes the agreement.

Common digital workflow settings for the Westbrick

Recommended workflow settings ensure signatures are captured correctly and documents route to the right approvers without manual handoffs.

Field Configuration
Signature Field Require signer name, title, and date; capture IP and timestamp.
Authentication Use email verification or SMS code for signer attribution.
Conditional Fields Show payment details only when client selects billed service option.
Audit Trail Enable full event logging for compliance and dispute support.

Digital signing and submission considerations

Use an eSignature platform that meets your organization’s security, audit, and retention requirements before sending the form for signature.

  • File formats: PDF, DOCX and fillable forms supported.
  • Integrations: Connectors for NetSuite, Salesforce, Google Workspace, and Box are common.
  • Authentication: Support for email, SMS, KBA, and SSO provides layered verification.

Security and compliance checkpoints for the Westbrick

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit trail: Timestamped events, IP address, and action logs
Compliance: ESIGN and UETA legal framework alignment
HIPAA option: BAA available where PHI is present
Certifications: SOC 2 Type II and ISO 27001
Accessibility: WCAG 2.0 Level AA support

Consequences of incomplete or incorrect Westbrick forms

Contract disputes: Ambiguous scope leads to claims and delays
Payment delays: Missing billing details halt AP processing
Tax exposure: Incorrect TINs trigger backup withholding
Regulatory risk: Noncompliance where regulated data is mishandled
Invalid signature: Missing consent undermines enforceability
Record retention: Insufficient retention hinders audits

Common mistakes to avoid when preparing the Westbrick

  • Leaving the effective date blank or entering different dates in related documents leads to disputes about when obligations begin.
  • Using informal names or abbreviations for legal entities can break matching with tax and vendor records and delay vendor setup.
  • Failing to specify acceptance criteria or deliverable formats creates subjective performance disputes and extra remediation work.
  • Routing the form without finance approval often results in unpaid invoices or rejected expenses and extended vendor onboarding timelines.

Related filing and reporting deadlines to keep in mind

Some entries on a Business Services Westbrick trigger tax or reporting deadlines for related forms; track those dates to avoid penalties.

W-9 provision:

Provide a completed W-9 on request; no single filing deadline

1099-NEC reporting:

Issue to recipients and IRS by Jan 31 each year

Form 1040 individual:

Tax filing due April 15; extension to Oct 15 with Form 4868

I-9 retention:

Retain for 3 years after hire or 1 year after termination

Recordkeeping for audits:

Maintain supporting documents per regulator timeframes

Key milestones from request to archived agreement

Track these stages to ensure timely approvals, signature capture, and archival of the executed Westbrick.

01

Request Submitted

Requester completes intake and attaches scope documentation.

02

Internal Approval

Procurement and finance review and either approve or request changes.

03

Execution

Authorized signatory signs electronically or in person.

04

Archival

Store executed document in records management with related invoices.

eSignature vendor comparison for executing the Business Services Westbrick

This neutral comparison lists common pricing and capability dimensions across signNow and common alternatives to inform procurement and platform selection.

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 Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-world examples of the Westbrick in use

These short case notes show how organizations use standardized service forms to speed approvals and create auditable records.

Tech Data (Bob Dutkowsky)

Tech Data streamlined internal and external customer service with standardized forms and integrations.

  • The approach improved speed to revenue.
  • The standardized process reduced manual handoffs, improved invoice accuracy across teams, and supported faster order fulfillment while preserving a central audit trail for compliance and reporting.

Xerox (Kodi-Marie Evans)

Xerox used integrated service forms with NetSuite to route approvals and signatures automatically.

  • Integration reduced rekeying errors.
  • The combined workflow provided flexibility to collect signatures in multiple formats, ensured accurate billing data in ERP, and shortened the overall fulfillment cycle while maintaining compliance evidence.

Practical tips to complete the Westbrick accurately and efficiently

Adopting consistent templates and digital workflows reduces errors and speeds execution while maintaining compliance with legal and tax rules.

Use a standard template
Standardize a single master Westbrick to reduce negotiation time and ensure all required fields and legal clauses are present in every execution.
Validate payer information
Confirm TIN and legal entity names before vendor setup to avoid backup withholding and 1099 mismatches.
Require approver roles
Assign role-based approvers in the workflow to prevent unsigned forms and to capture budget owner consent.
Preserve audit records
Ensure the eSignature platform captures tamper-evident signed PDFs and an immutable audit trail for dispute resolution.

Frequently asked questions and troubleshooting for the Westbrick

Answers to common questions about execution, eSignatures, retention, notarization, and platform selection when using the Business Services Westbrick.


Need help? Contact support

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