Client Relationship Management Document

Client Relationship Management Document

This Client Relationship Management Document (the Agreement) is entered into as of by and between (Client) and (Service Provider).

WHEREAS

WHEREAS, Client desires to engage Service Provider to perform client relationship management, client communications, and related coordination services as described herein; and

WHEREAS, Service Provider represents that it has the experience, staffing, and systems necessary to perform the services in a professional manner consistent with industry standards; and

WHEREAS, the parties desire to set forth the terms under which Service Provider will perform services and Client will compensate Service Provider.

SCOPE OF WORK

Service Provider shall provide client relationship management services, including without limitation: client onboarding, client communications and follow-up, maintenance of client records and preferences, escalation handling, and periodic reporting to Client. Tasks, deliverables, and performance standards are further described below.

PAYMENT TERMS

Client agrees to pay Service Provider the fees set forth below in consideration for the Services. All amounts are exclusive of applicable taxes unless otherwise stated.

Unpaid amounts shall accrue interest at per month (or the maximum permitted by law), following a grace period of days after the due date. Client shall also be responsible for reasonable collection costs if amounts remain unpaid after notice.

TERM AND TERMINATION

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

Either party may terminate for convenience upon prior written notice to the other party in accordance with the notice period. Either party may terminate immediately for cause if the other party materially breaches any obligation under 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 the obligation to pay for Services rendered and expenses incurred through the effective date of termination.

CONFIDENTIALITY

Each party acknowledges that in connection with this Agreement it may receive Confidential Information of the other party. "Confidential Information" means non-public information, whether oral, written or electronic, 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 is publicly known through no fault of the receiving party, independently developed by the receiving party without use of the disclosing party's Confidential Information, or rightfully obtained from a third party without restriction.

The receiving party shall (a) hold the disclosing party's Confidential Information in strict confidence, (b) not disclose such Confidential Information to any third party except as expressly permitted under this Agreement, and (c) use such Confidential Information solely to perform its obligations under this Agreement. The receiving party may disclose Confidential Information to its employees, agents, and contractors who have a need to know and who are bound by confidentiality obligations no less restrictive than those herein. Upon termination of this Agreement, the receiving party shall return or destroy the disclosing party's Confidential Information as directed.

DATA PROTECTION AND CLIENT OBLIGATIONS

Service Provider shall implement commercially reasonable administrative, technical, and physical safeguards to protect personal data processed on behalf of Client. Client shall provide Service Provider with only legally obtained data and shall have responsibility for obtaining consents and notices required by applicable law. The parties shall cooperate to address data subject requests and required notifications in the event of a security incident.

MISCELLANEOUS

Assignment: Neither party may assign this Agreement without the prior written consent of the other party, except to a successor in interest in connection with a merger, acquisition, or sale of substantially all of its assets related to this Agreement. Subcontracting of specific tasks is permitted provided Service Provider remains responsible for performance and compliance with this Agreement.

Representations and Warranties: Each party represents that it has the authority to enter into this Agreement. Service Provider warrants that the Services will be performed in a professional and workmanlike manner in accordance with generally accepted industry standards.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in that State for any disputes arising out of this Agreement.

ENTIRE AGREEMENT

This Agreement, together with any schedules or exhibits expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, proposals, and communications, whether written or oral. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

PARTY CONTACT INFORMATION

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