Establishing secure connection…Loading editor…Preparing document…

Client Services Contract

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

CLIENT SERVICES CONTRACT

This Client Services Contract (the "Agreement") is entered into as of by and between Client Name: , with principal place of business at ("Client"), and Service Provider Name: , with principal place of business at ("Service Provider").

RECITALS

WHEREAS, Client desires to obtain certain professional services relating to the scope and objectives described herein; and

WHEREAS, Service Provider represents that it has the experience, qualifications and personnel necessary to perform such services in a professional manner; and

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

NOW, THEREFORE, in consideration of the mutual promises contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows:

1. SERVICES

1.1 Services. Service Provider shall perform the services described below (the "Services") in accordance with the terms of this Agreement:

1.2 Performance Standard. Service Provider shall perform the Services in a professional and workmanlike manner consistent with industry standards and shall devote sufficient qualified personnel to meet the performance obligations set forth in this Agreement.

2. TERM

2.1 Term. The term of this Agreement shall commence on the Start Date: and shall continue until the End Date: , unless earlier terminated in accordance with Section 11.

3. COMPENSATION

3.1 Fees. Client shall pay Service Provider the fees set forth below for the performance of the Services.

3.2 Billing and Payment. Service Provider shall invoice Client in accordance with the billing schedule: . Unless otherwise agreed in writing, invoices are due within days of receipt. Overdue amounts shall accrue interest at the lesser of 1.5% per month or the maximum amount permitted by law.

4. EXPENSES

Client shall reimburse Service Provider for reasonable, pre-approved out-of-pocket expenses incurred in connection with the performance of the Services upon receipt of appropriate documentation. Reimbursement will be made within days of submission of such documentation.

5. INDEPENDENT CONTRACTOR

Service Provider is an independent contractor and shall not be deemed an employee, agent, partner or joint venturer of Client. Service Provider shall be solely responsible for withholding and paying all taxes and benefits for its employees and contractors.

6. CONFIDENTIALITY

6.1 Definition. "Confidential Information" means non-public information disclosed by either party 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.

6.2 Protection. Each party agrees to hold Confidential Information in strict confidence, to use it only to perform its obligations under this Agreement, and to limit disclosure to employees or contractors who have a need to know and who are bound by obligations of confidentiality no less protective than those herein.

7. INTELLECTUAL PROPERTY

7.1 Ownership. Except as expressly provided below, each party retains all right, title and interest in and to its pre-existing intellectual property.

7.2 Work Product. All deliverables and materials created specifically for Client under this Agreement (the "Work Product") shall be deemed work made for hire and shall be owned exclusively by Client upon full payment. To the extent ownership cannot vest in Client by operation of law, Service Provider hereby assigns all right, title and interest in such Work Product to Client.

8. WARRANTIES; DISCLAIMERS

Service Provider warrants that the Services will be performed in a professional manner consistent with generally accepted industry standards. EXCEPT FOR THE FOREGOING, THE SERVICES ARE PROVIDED "AS IS" AND SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT, TO THE MAXIMUM EXTENT PERMITTED BY LAW.

9. INDEMNIFICATION

Each party (the "Indemnifying Party") shall indemnify, defend and hold harmless the other party and its officers, directors and employees from and against any third-party claims, liabilities, losses, damages and expenses (including reasonable attorneys' fees) arising out of the Indemnifying Party's breach of this Agreement, negligence or willful misconduct.

10. LIMITATION OF LIABILITY

EXCEPT FOR A PARTY'S INDEMNIFICATION OBLIGATIONS OR LIABILITY ARISING FROM WILLFUL MISCONDUCT OR GROSS NEGLIGENCE, NEITHER PARTY SHALL BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF EITHER PARTY FOR ANY CLAIM ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL FEES PAID OR PAYABLE BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT DURING THE SIX (6) MONTH PERIOD PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

11. TERMINATION

11.1 For Convenience. Either party may terminate this Agreement for convenience upon providing days' prior written notice to the other party.

11.2 For Cause. Either party may terminate this Agreement upon written notice if the other party materially breaches this Agreement and fails to cure such breach within days after receipt of written notice specifying the breach.

12. NOTICES

12.1 Method. All notices under this Agreement shall be in writing and shall be delivered by personal delivery, nationally recognized overnight courier, certified mail (return receipt requested), or email followed by delivery by one of the foregoing methods.

13. ASSIGNMENT

Neither party may assign or delegate its rights or obligations under this Agreement without the prior written consent of the other party; provided that Service Provider may assign this Agreement in connection with a merger, sale of substantially all of its assets, or transfer to an affiliate, provided that the assignee assumes all obligations hereunder.

14. AMENDMENTS; WAIVER; COUNTERPARTS

This Agreement may be amended only by a written instrument signed by both parties. No failure or delay by either party in exercising any right under this Agreement shall operate as a waiver. This Agreement may be executed in counterparts, each of which shall be an original and all of which together shall constitute one and the same instrument.

15. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

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

15.2 Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, understandings and communications, whether written or oral.

15.3 Severability. If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect and the parties shall negotiate in good faith a substitute provision that most nearly effects the parties' original intent.

16. MISCELLANEOUS

16.1 Relationship of the Parties. The parties acknowledge that no joint venture, partnership, employment or agency relationship is created by this Agreement.

16.2 Survival. Provisions which by their nature should survive termination or expiration of this Agreement shall so survive, including but not limited to Sections 6 (Confidentiality), 7 (Intellectual Property), 9 (Indemnification), 10 (Limitation of Liability), and 15 (Governing Law; Entire Agreement; Severability).

Client:

By:

Date:

Service Provider:

By:

Date:

Enter text✕

What a Client Services Contract Covers

A Client Services Contract is a written agreement that defines the relationship between a service provider and a client, specifying services to be performed, deliverables, timelines, fees, payment terms, and performance standards. It allocates risks through warranties, indemnities, limitation of liability, and confidentiality clauses, and sets processes for changes, disputes, and termination. The contract typically clarifies intellectual property ownership, subcontracting, insurance requirements, and governing law. In the United States such agreements are enforceable in electronic form when they meet federal and state e-signature rules under ESIGN and UETA.

Why a Clear Contract Matters for Services

A clear Client Services Contract reduces disputes, sets expectations for performance and payment, and preserves legal remedies. Using a written agreement helps allocate risk, document acceptance criteria, and supports enforceability when signed electronically under ESIGN and applicable state law.

Why a Clear Contract Matters for Services

Who Typically Prepares and Uses This Contract

Typical users of a Client Services Contract include independent consultants, agencies, and in-house procurement or legal teams who manage service engagements.

  • Independent consultants and freelancers who sell time-based or project work to clients.
  • Marketing, design, and IT agencies delivering specified deliverables under agreed milestones.
  • Corporate legal, procurement, and vendor management teams negotiating terms and compliance.

Tailor the document to the party type and transaction complexity; larger enterprises and regulated providers usually require more detailed clauses and review.

Who Signs and Who Manages the Contract

Client Representative

An authorized officer, procurement manager, or signatory with corporate authority should sign on behalf of the client. Confirm signing authority in writing and cross-check corporate resolutions or PO approvals when necessary to avoid later challenges.

Service Provider

An owner, officer, or designated contract manager signs for the provider and accepts obligations. If subcontractors will perform work, identify approval process and liability allocation to ensure enforceability and accountability.

Essential Fields to Include

Parties' Legal Names: Full legal entity name
Scope of Work: Detailed service description
Fees & Payment: Amounts, timing, method
Term & Termination: Start date and notice
Confidentiality: NDA or privacy clause
Governing Law: State choice for disputes

Step-by-Step: Complete and Execute the Contract

Complete the Client Services Contract in sequence: gather information, draft scope, confirm terms, and obtain authorized signatures to create an enforceable agreement.

  • 01
    Gather Details: Collect legal names, addresses, tax IDs, and contact information.
  • 02
    Draft Scope: Describe services, deliverables, milestones, and acceptance criteria.
  • 03
    Set Payment Terms: Specify fees, billing schedule, and remedies for late payment.
  • 04
    Sign & Store: Sign electronically, date, and archive final executed copy.

Configuring an Online Signing Workflow

Configure the online signing workflow so signer order, authentication, and conditional fields follow your approval and compliance needs.

Field Configuration
Signer Order Sequential or parallel order; defines signing sequence.
Authentication Method Email link, SMS code, or ID verification
Conditional Fields Show or hide fields based on answers
Reminder Schedule Set automatic reminder cadence and expiry dates.

Where to Send and How to Route the Executed Contract

After execution, route the Client Services Contract to accounting, legal, and project teams and store a signed copy in your records management system.

  • Upload Document: Add final PDF or DOCX to the signing platform.
  • Add Signers: Enter authorized signer email addresses and roles.
  • Send for Signature: Issue signer links or email invites with authentication.
  • Archive Signed Copy: Save executed PDF with audit trail and metadata.

Technical and Security Requirements for Digital Execution

Digital execution and sharing require compatible file formats, secure transport, and integrations with CRM, ERP, or cloud storage systems.

  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • File Formats: PDF, DOCX, and other supported formats
  • Security Standards: TLS 1.2/1.3, AES-256 at rest

Key Deadlines and Notice Periods to Specify

Include clear deadlines for payment, deliverables, notice periods, renewals, and any regulatory reporting tied to the contract.

Payment and Invoice Due Date (Net):

Net 30 from invoice date; specify late fee.

Deliverable Milestones and Acceptance Criteria:

Define dates and testing/approval steps for deliverables.

Contract Renewal and Extension Notice Period:

Notice at least 30 days before renewal date.

Termination Notice and Cure Period:

Specify days to cure and termination effective date.

Record Retention and Tax Reporting:

Retain records per IRS and industry rules.

Milestones from Negotiation to Closeout

Track milestones from proposal through execution, onboarding, ongoing delivery, and contract renewal or closeout to ensure obligations are met and risks are managed.

01

Proposal Accepted

Budget and scope confirmed; prepare contract draft for review.

02

Contract Execution

All authorized signers sign and dates recorded; store final copy.

03

Project Onboarding

Handoffs completed, access provisioned, kickoff meeting scheduled.

04

Renewal or Closeout

Evaluate performance, settle outstanding invoices, renew or terminate.

Common Mistakes to Avoid When Preparing the Contract

  • Vague scope descriptions: Ambiguous service descriptions and acceptance criteria lead to disputes and missed expectations; be specific about deliverables, formats, and acceptance tests.
  • Incomplete payment terms: Missing billing schedule, late fees, or payment milestones can delay collections and increase disputes; state currency and invoicing process clearly.
  • Unauthorized signers: Allowing individuals without authority to sign may render the contract unenforceable or require re-execution; confirm signer authority before signature.
  • Ignoring regulatory clauses: Failing to include required data privacy, industry-specific, or consumer disclosures (where applicable) can expose parties to compliance risk and penalties.

Penalties and Legal Risks to Document Explicitly

Breach Liability: Damages, indemnity obligations.
Late Payment: Interest, collection costs.
Invalid Signature: Risk of unenforceability.
Tax Reporting: Backup withholding risk.
Regulatory Penalties: HIPAA/industry fines possible.
Litigation Costs: Attorney fees and damages.

eSignature Pricing and Key Capabilities for Contract Execution

Comparison of eSignature pricing and key capabilities relevant to Client Services Contracts; signNow listed first.

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 trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes (Premium+) Yes Yes Yes Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-World Examples of Digital Contract Execution

Organizations across industries standardize Client Services Contracts and use eSignature workflows to reduce friction, centralize records, and shorten execution cycles.

Optica Ventures

Optica standardized contract templates and routed them electronically to reduce turnaround time.

  • Signed quickly by clients across devices.
  • Brian Fitzgibbons, COO, said the interface is simple and easy-to-use for their team and customers, enabling faster execution and less back-and-forth while preserving an audit trail for compliance and recordkeeping.

Martin Properties

Martin Properties moved lease and service agreements online, consolidating signature routing and storage to speed closings and reduce paper handling.

  • Executed remotely on mobile or desktop.
  • "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Frequently Asked Questions and Practical Answers

Answers to common questions about legality, notarization, HIPAA, amendments, revocation, and retention for Client Services Contracts.


Need help? Contact support

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