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Client Agreement

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Hourly Payment Agreement for Virtual Assistant Services (Bookkeeping)

Agreement made on the , between (Name of Service Provider), a corporation organized and existing under the laws of the state of , with its principal office located at , referred to herein as Service Provider, and (Name of Client), a corporation organized and existing under the laws of the state of , with its principal office located at , referred to herein as Client.

1. Services

Client has retained Service Provider to perform bookkeeping services which will include:

2. Payment

Client agrees to commit to an Hourly Pay-As-You-Go Plan at $ per hour. Initial hours will be applied against a deposit of $, payable on execution of this Agreement, until expended. Subsequently, Client will be billed on a weekly basis for each prior week’s hours. Payments are due upon receipt. Payments rendered are considered fully earned and non-refundable.

3. Additional Work

Client understands that additional work beyond the scope of this Agreement must be negotiated separately and will require a separate agreement. Services requested by Client and provided by Service Provider that do not fall within the scope of this Agreement will be billed separately at the full standard hourly rate according to service category with payment due upon receipt.

4. Service Category

There is a per-hour minimum for all services. Hourly rates are billed in fifteen (15) minute increments. Fractional parts of hours (e.g., 15 minutes would be .25 hour) are charged. Client understands that hourly rates are subject to change without notice at the discretion of Service Provider.

A. Virtual Assistance = $ per hour;

B. Print Media = $ per hour;

C. Web Design Services = $ per hour;

D. Spot work = $ per hour.

5. Client Responsibilities

Client understands that Service Provider is not an employee, and that this will be a collaborative, professional relationship of equals where mutual professional respect, courtesy and consideration are expected. Due to the virtual nature of the relationship, Client understands the importance of communication, especially via email, and agrees to respond to questions, requests and communications from Service Provider in a timely manner. Client understands that Service Provider is a business with other Clients to serve, and requires fair, realistic notice in order to attend to requests and projects. Poor planning or miscommunication on the part of Client will not constitute an emergency for Service Provider. Client understands that Service Provider may require detailed clarification of projects in order to meet expectations and provide the best support and highest quality work.

6. Office Hours and Communication

Office hours are through from A.M. to P.M. (CST). Email is to be the primary form of communication between Client and Service Provider. Service Provider is available for phone calls during office hours only. Occasional calls of only a few minutes in duration are not typically billed to Client. However, the time of both parties must be respected, and calls lasting over 10 minutes will be billed to Client. Telephone meetings must be prescheduled. Cancellation requires a minimum of 24 hours advance notice. Missed meetings or cancellations without sufficient notice will be billed to Client.

7. Projects Completion

Basic office support receives 24-48 hour attention. Each new or special project requires a minimum of three (3) days lead time. Client will provide sufficient notice and allow for reasonable timeframes for project completions. Rush projects of 24 hours or less and projects requiring weekend or holiday work may be subject to a 25% surcharge and/or other rush fees. Service Provider reserves the right to refuse any project or service request.

8. Client will provide all content, outlines, photos, product images, etc., necessary for any special projects. Source material must be clear and legible. Client is responsible for furnishing all pertinent information, and for furnishing accurate, truthful and complete information necessary for Service Provider to perform or complete the contracted services or project.

9. Expenses

Expenses incurred on behalf of Client are not included in any fees and will be billed to Client. Reimbursable expenses may include, but are not limited to, office supplies (e.g., file folders, envelopes, CDs, diskettes, etc.), mileage, long-distance telephone charges, payments made to vendors, and shipping and handling costs. Long-distance telephone calls will be billed at a rate of $0.25 per minute. There is a one-hour minimum for office calls. On-site visits will be billed for meeting time, roundtrip travel time and mileage. Payment is due upon receipt.

10. Delivery

Completed projects are delivered via diskette, fax, email, FTP, U.S. Mail, or other means as required by Client. Client is responsible and will be billed for all shipping and handling costs. There is no charge for faxing, emailing or U.S. mail under 1 ounce (#10 envelopes and one stamp).

11. Accuracy

Client assumes full responsibility for acceptance of work or services performed and agreed upon, as well as final proofing and accuracy. Service Provider is not responsible for errors or omissions.

12. Payment Options

Personal or business checks are accepted for payment. AMEX, Discover, MasterCard and VISA credit cards and e-checks are accepted through PayPal, our online payment vendor.

13. NSF Fees

There is a $40 NSF (insufficient funds) fee for returned checks.

14. Late Payments

Payments not received by due date may result in work cessation. Service Provider reserves the right to refuse completion or delivery of work until past due balances are paid.

15. Property

All billings (including invoices, statements and estimates), reports and time accountings are provided as a convenience to Client at the discretion of Service Provider and remain the property of Service Provider. Periodic audits may reveal previous billing discrepancies or errors, and Service Provider is entitled to void or recall incorrect invoices and statements and bill for any monies due on account.

16. Accuracy of Information

Client agrees that the accuracy of information supplied to Service Provider is the sole responsibility of Client, and that Service Provider is not responsible and shall not be held liable for the results of services performed on the basis of inaccurate, incomplete or untruthful information furnished by Client.

17. Indemnification and Release of Liability

A. Client shall indemnify, defend and save Service Provider harmless from any and all suits, costs, damages or proceedings, including, but not limited to, Service Provider’s services, pertaining to any and all litigation in which the Client is a party. Client shall pay all expenses incurred by Service Provider including, but not limited to, all attorneys’ fees, costs and expenses incurred should Service Provider be named a party in any litigation to which Client is a party. Client shall further indemnify and hold harmless Service Provider and its agents, officers and directors from liability for any and all claims, costs, suits and damages, including attorneys’ fees arising directly or indirectly out of or in connection with the operations of Client, and from liability for injuries suffered by any person relating to the Client.

B. All reasonable precautions will be taken to safeguard the property entrusted to Service Provider. In the absence of negligence, however, Service Provider will not be held liable for loss, destruction or damage of any kind resulting from items which are lost or delayed in transit, whether such transit is electronic, fax, mail or otherwise, nor for unauthorized use by others of such property. Service Provider will not be held liable for any incidental, consequential or indirect damages, including without limitation damages for loss of profits, business interruption, loss of information, plagiarism, etc. Service Provider will not be held liable for typographical omissions or errors.

18. Termination

Retainers may be terminated by either party for any reason with 10 (ten) days advance written notice of intent to cancel. Retainer fees are due in full for the intended month of cancellation if proper notice is not provided.

19. Expiration and Modification.

This Agreement shall remain in effect until such time as one or the other Party provides written notice of cancellation. This Agreement may be modified or amended as necessary after negotiations initiated by either Party. If agreement is reached, only a written instrument signed by both Parties will modify or amend this Agreement.

20. No Waiver

The failure of either party to this Agreement to insist upon the performance of any of the terms and conditions of this Agreement, or the waiver of any breach of any of the terms and conditions of this Agreement, shall not be construed as subsequently waiving any such terms and conditions, but the same shall continue and remain in full force and effect as if no such forbearance or waiver had occurred.

21. Governing Law

This Agreement shall be governed by, construed, and enforced in accordance with the laws of the State of .

22. Notices

Any notice provided for or concerning this Agreement shall be in writing and shall be deemed sufficiently given when sent by certified or registered mail if sent to the respective address of each party as set forth at the beginning of this Agreement.

23. Attorney’s Fees

In the event that any lawsuit is filed in relation to this Agreement, the unsuccessful party in the action shall pay to the successful party, in addition to all the sums that either party may be called on to pay, a reasonable sum for the successful party's attorney fees.

24. Mandatory Arbitration

Any dispute under this Agreement shall be required to be resolved by binding arbitration of the parties hereto. If the parties cannot agree on an arbitrator, each party shall select one arbitrator and both arbitrators shall then select a third. The third arbitrator so selected shall arbitrate said dispute. The arbitration shall be governed by the rules of the American Arbitration Association then in force and effect.

25. Entire Agreement

This Agreement shall constitute the entire agreement between the parties and any prior understanding or representation of any kind preceding the date of this Agreement shall not be binding upon either party except to the extent incorporated in this Agreement.

26. Assignment of Rights

The rights of each party under this Agreement are personal to that party and may not be assigned or transferred to any other person, firm, corporation, or other entity without the prior, express, and written consent of the other party.

27. Counterparts

This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original, but all of which together shall constitute but one and the same instrument.

In this contract, any reference to a party includes that party's heirs, executors, administrators, successors and assigns, singular includes plural and masculine includes feminine.

WITNESS our signatures as of the day and date first above stated.

By:

By:

Enter text✕

What a Client Agreement Is and why it matters

A Client Agreement is a written contract that records the duties, deliverables, payment terms, timelines, confidentiality obligations, intellectual property rights, and dispute-resolution mechanics between a service provider and a client. It clarifies scope, acceptance criteria, change-order procedures, warranties, indemnities, and termination rights, and usually attaches schedules or exhibits such as price lists and specifications. Executed agreements provide evidence for billing, audits, insurance, and regulatory compliance; when signed electronically, the agreement should meet ESIGN and UETA standards and preserve a reliable audit trail to support enforceability.

How a Client Agreement reduces risk and sets expectations

A clear Client Agreement limits ambiguity about performance, payment, and liability, reduces the risk of disputes, and creates an auditable record for finance, compliance, and legal teams. Properly drafted and executed agreements support enforceability, consistent service delivery, and predictable cash flow.

How a Client Agreement reduces risk and sets expectations

Who typically prepares and signs Client Agreements

Clients, vendors, procurement teams, and internal business units use Client Agreements to formalize engagements, assign responsibilities, and authorize work before services begin.

  • Small businesses — formalize scope, payment terms, and change-order procedures for external vendors and consultants.
  • Professional services firms — document deliverables, timelines, and liability limits when onboarding clients or subcontractors.
  • In-house legal and procurement — ensure standardized terms are applied across suppliers and protect corporate interests.

Signed agreements serve as the authoritative reference for legal, finance, and operations teams when auditing performance, processing payments, or resolving disputes.

Representative roles that interact with Client Agreements

Agency Director

A procurement or program director who must ensure contracts meet funding, insurance, and audit requirements. They depend on clear payment schedules, acceptance criteria, and documented signature authority to support invoicing, grant compliance, and internal controls.

Outside Counsel

An attorney who reviews liability, indemnity, IP assignment, and termination clauses. Counsel confirms enforceability across jurisdictions, advises on electronic execution under ESIGN/UETA, and specifies retention obligations for potential disputes or regulatory inspections.

Core components to include in a professional Client Agreement

Include specific contract sections to reduce ambiguity, allocate risk, and enable consistent enforcement across engagements.

Parties

Identify each contracting entity by full legal name, entity type, and principal address. Include contact points and a statement of signatory authority to avoid identity and authority disputes.

Scope

Describe services or deliverables with measurable criteria, deliverable dates, acceptance tests, and change-order procedures so expectations and billing triggers are clear.

Payment

Detail fees, billing schedule, accepted payment methods, taxes, expense reimbursement, and late-payment remedies to reduce disputes and speed collections.

Term

Specify effective date, contract duration, renewal mechanics, and termination rights including notice periods and post-termination obligations like transition assistance.

Confidentiality

Define confidential information, permitted disclosures, duration of confidentiality, and exceptions such as compelled disclosures; include data protection responsibilities where personal data is involved.

Governing Law

Select the governing state law and dispute-resolution mechanism (court venue or arbitration) and note the applicability of ESIGN and UETA for electronic execution.

Step-by-step: completing and executing a Client Agreement

Use this sequential checklist to prepare, review, and finalize a Client Agreement while maintaining an accurate record for compliance.

  • 01
    Prepare Document: Assemble scope, pricing, exhibits, and required approvals.
  • 02
    Review Terms: Legal and finance verify liability, tax, and payment clauses.
  • 03
    Collect Signatures: Send for signature and confirm authorized signers.
  • 04
    Retain Record: Store executed copy with audit trail and metadata.

Configuring an online workflow for your Client Agreement

Set up routing, authentication, and storage so the agreement executes reliably and integrates with your systems.

Field Configuration
Auto-fill Fields Prepopulate party and address fields to reduce manual entry errors
Routing Order Define signer sequence and parallel versus serial routing
Auth Method Select email, SMS OTP, or knowledge-based authentication
Reminders Enable automatic reminders and expiration notifications

Technical and security requirements for e-signature workflows

Define required file formats, authentication strength, integrations, and retention settings to match legal and operational needs.

  • File Formats: PDF, DOCX, XLSX supported
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication: Email, SMS OTP, KBA options

Typical routing and submission flow for a Client Agreement

A common workflow moves the agreement from upload to field placement, signer authentication, execution, and secure archiving with an audit record.

  • Upload Document: Add the agreement and attach exhibits
  • Place Fields: Insert signature, initials, date, and data fields
  • Send to Signers: Deliver email invites or share signing links
  • Archive: Store executed PDF with certificate and logs

Calendar items and deadlines to track with a Client Agreement

Monitor effective dates, signature deadlines, invoice due dates, notice periods, and retention triggers to meet contractual and regulatory obligations.

Effective and Start Date:

Defines when obligations and reporting periods begin

Signature Deadlines:

Set internal deadline and signer expiration windows

Invoice Payment Terms:

Due dates tied to invoice issuance or milestones

Notice Periods:

Timelines for termination, cure, and breach notices

Record Retention Triggers:

Dates that start retention and destruction schedules

Key milestones from negotiation through post-execution

Track milestones that move a Client Agreement from draft to active contract and then into records and compliance workflows.

01

Draft and Negotiate

Finalize scope, price, and required exhibits

02

Approval and Sign-off

Obtain legal, finance, and executive approvals

03

Execution and Timestamp

Capture electronic signatures, timestamps, and audit data

04

Post-Execution Actions

Distribute copies, update systems, and begin delivery

Common mistakes when preparing a Client Agreement

  • Using ad hoc templates without clear scope or acceptance criteria causes frequent disputes, unbilled work, and higher legal costs during remediation.
  • Failing to verify signer authority or using an unauthorized representative can lead to enforceability challenges and delayed collections.
  • Omitting explicit payment schedules, late fees, or billing contacts commonly results in delayed payments and disagreement over invoicing.
  • Neglecting retention instructions, audit trails, or electronic-record disclosures risks noncompliance with ESIGN, industry rules, or audit requests.

Potential penalties and legal risks from incorrect agreements

Contract Ambiguity: Disputes, litigation risk
Invalid Signatures: Enforceability challenges
Late Filing Penalty: Tax and reporting fines
HIPAA Violation: Civil penalties, 45 CFR §164.530(j)
I-9 Noncompliance: Civil fines, 8 CFR §274a.2
Contractual Breach: Damages and indemnity obligations

Security and compliance features to verify

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
SOC 2: SOC 2 Type II available on request
HIPAA: HIPAA-compliant; BAA available when required
21 CFR Part 11: Supports FDA-regulated record controls
ISO 27001: Certified information security management
Audit Trail: Tamper-evident logs, timestamps, IP addresses

Comparison of eSignature vendor pricing and feature limits

Basic pricing and feature limits commonly considered when selecting an eSignature provider for Client Agreements; review each vendor's terms and plan details before purchase.

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 by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies Varies Varies

How organizations apply Client Agreements in practice

Real-world examples show how digital execution reduces friction, creates reliable records, and supports business operations across sectors.

Optica Ventures

Optica Ventures adopted a digital Client Agreement to streamline onboarding of investment partners and remote stakeholders.

  • Adopted eSignature to accelerate approvals.
  • The change simplified the customer experience, reduced manual follow-ups, and produced audit-ready records that supported investor due diligence and shortened funding cycles.

Tech Data

Tech Data integrated Client Agreements into order processing to standardize contract versions across teams and geographies.

  • Improved internal and external service speed.
  • Centralized digital routing reduced discrepancies, shortened approval cycles, and ensured consistent contract language while maintaining traceable audit trails for compliance.

Practical tips for accurate and efficient Client Agreements

Adopt consistent templates, verified signatory lists, and robust audit controls to reduce review cycles and downstream risk.

Standardize Templates
Maintain approved templates with editable exhibits and version control. Standard language reduces negotiation time, ensures consistent risk allocation, and cuts legal review cycles for recurring engagements.
Pre-Approve Signers
Use an approved signatory roster and require proof of authority for organizational signers. Verifying authority before execution prevents later enforceability challenges.
Use Conditional Fields
Configure conditional and required fields to surface relevant clauses only when applicable, reducing signer confusion and eliminating incompatible contract combinations.
Keep Audit Trails
Capture timestamps, IP addresses, authentication methods, and document history. An immutable executed record supports audits, litigation, and regulatory reviews.

Frequently asked questions about Client Agreements and electronic execution

Answers to common legal, technical, and practical questions about creating, signing, and preserving Client Agreements using electronic methods and compliant platforms.


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