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Concierge Service Addendum

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CONCIERGE SERVICE ADDENDUM

This Concierge Service Addendum (the "Addendum") is made effective as of Effective Date: by and between Client Name: and Service Provider Name: .

WHEREAS

WHEREAS, Client and Service Provider are parties to an existing agreement entitled "Concierge Services Agreement" dated (the "Agreement"); and

WHEREAS, the parties desire to amend the Agreement to set forth additional concierge services, payment terms, service levels and confidentiality protections as set forth in this Addendum; and

WHEREAS, the parties intend for this Addendum to be incorporated into and made part of the Agreement and to govern the provision of concierge services described below.

SCOPE OF SERVICES

Service Provider will provide concierge services to Client consistent with the standards of the industry and as further described below. Services shall include but are not limited to tasks, coordination and personalized assistance reasonably related to Client's needs.

PAYMENT TERMS

In consideration for the Services, Client shall pay Service Provider in accordance with the following terms:

All fees are exclusive of taxes which shall be paid by Client when applicable. Provider will provide written invoices in accordance with the payment schedule and Client shall pay invoices within the agreed payment period.

TERM AND TERMINATION

This Addendum commences on Start Date: and continues through End Date: unless earlier terminated pursuant to this section.

Either party may terminate this Addendum for cause upon material breach by the other party that remains uncured for the notice period set forth above. Upon termination, Client shall pay Service Provider for all services performed and expenses incurred through the termination date.

CONFIDENTIALITY

"Confidential Information" means all non-public information disclosed by one party to the other relating to business operations, client lists, pricing, personal data, or other sensitive details, whether disclosed orally, in writing or electronically. Confidential Information does not include information that is (i) publicly known other than by breach of this Addendum, (ii) rightfully received from a third party without obligation of confidentiality, or (iii) independently developed without use of the other party's Confidential Information.

Receiving party shall: (a) not use Confidential Information except to perform its obligations under this Addendum; (b) restrict access to Confidential Information to employees, contractors or agents who need to know and who are bound by confidentiality obligations at least as protective as those herein; and (c) promptly return or irreversibly destroy Confidential Information upon written request or termination. Receiving party acknowledges that a breach of confidentiality may cause irreparable harm for which monetary damages are inadequate and agrees that the disclosing party shall be entitled to injunctive relief in addition to any other remedies.

GOVERNING LAW

This Addendum 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 courts located in that State for any dispute arising out of this Addendum.

MISCELLANEOUS

Entire Agreement: This Addendum, together with the Agreement, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous understandings and agreements, whether written or oral. In the event of any conflict between the terms of this Addendum and the Agreement, the terms of this Addendum shall control.

Assignment; Amendment; Severability: Neither party may assign its rights or delegate its obligations under this Addendum without the other party's prior written consent, except to an affiliate or successor in connection with a merger or sale of substantially all assets. This Addendum may be amended only by a written instrument executed by authorized representatives of both parties. If any provision is held unenforceable, the remainder shall continue in full force and effect.

CONTACTS FOR NOTICES

Client Name:

By:

Date:

Service Provider Name:

By:

Date:

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What the Concierge Service Addendum Is and When It Applies

A Concierge Service Addendum is a contract attachment that defines supplemental services, response times, fees, and client expectations for concierge-style support tied to a primary agreement. It clarifies scope, deliverables, service levels, payment terms, and dispute procedures so both parties share a single reference for additional or premium services. Typical uses include after-hours assistance, dedicated account coordination, priority scheduling, travel coordination, or on-demand tasks not covered by the base contract. Properly drafted addenda reduce ambiguity and support enforceability when executed by authorized signatories.

Why a Concierge Service Addendum Matters for Risk and Performance

A clear addendum protects parties by defining expectations, limiting liability, and documenting pricing and escalation procedures; it supports dispute resolution and reduces unplanned cost exposure while preserving the primary contract's terms.

Why a Concierge Service Addendum Matters for Risk and Performance

Who Typically Prepares or Signs This Addendum

Signatories are generally authorized representatives—contract managers, operations directors, or named officers—whose authority should be verified before execution to avoid disputes.

  • Property managers and leasing firms offering tenant concierge or move-in support.
  • Healthcare providers arranging nonclinical patient logistics under HIPAA-compliant processes.
  • Wealth management or private client teams providing personalized client services.

Essential Sections to Include in a Professional Addendum

A concise addendum organizes obligations, scope, timelines, fees, responsibilities, and termination mechanics so each party can quickly locate and enforce specific provisions without reopening the main contract.

Scope of Services

Explicit list of services included, frequency, locations, and any exclusions to prevent scope creep.

Service Levels

Response and resolution targets, hours of coverage, and escalation procedures tied to measurable metrics.

Fees and Billing

Fee schedule, invoicing frequency, late-payment interest, and reimbursement of expenses.

Term and Renewal

Effective date, term length, auto-renewal conditions, and required notice for nonrenewal.

Liability Limits

Caps on damages, indemnity obligations, and exclusions for consequential loss or third-party claims.

Termination Rights

Events of default, cure periods, and post-termination wind-down responsibilities.

Required Administrative and Compliance Information

Parties: Legal names and entity type
Effective Date: MM/DD/YYYY
Scope Summary: Brief service description
Fees: Rate table or reference
Signatory: Name and title
Compliance: Applicable privacy/regulatory notes

Step-by-Step: Completing the Addendum

Follow these steps in order to create a clear, enforceable addendum: confirm authority, specify services, set measurable service levels, attach pricing, include termination and liability provisions, and obtain signed authorization from all parties.

  • 01
    Confirm Authority: Verify signer has contract authority
  • 02
    Define Scope: List services, hours, and exclusions
  • 03
    Set Fees: Detail rates, billing, and expenses
  • 04
    Execute: Collect dated signatures from all parties

How to Configure an Online Execution Workflow

Set up an electronic workflow that routes the addendum through required reviewers, enforces authentication, and archives executed copies with an audit trail.

Field Configuration
Template Setup Create reusable template with fixed clauses
Authentication Email link, SMS code, or stronger KBA
Conditional Fields Show fields only when relevant
Audit & Retention Enable audit trail and secure storage

Where to Send and How Signatures Are Collected

A typical routing sequence ensures every required party reviews and signs the addendum in the correct order and receives a copy on completion.

  • Upload Document: Host a final PDF or DOCX in the signing platform
  • Place Fields: Add signature, date, and initial fields where needed
  • Add Signers: Enter signers, roles, and signing order
  • Send for Signature: Distribute via email link or direct invite

Technical and Delivery Options for Electronic Execution

Ensure the selected platform preserves a timestamped audit trail, allows secure storage, and can produce a tamper-evident PDF for recordkeeping and compliance.

  • Integrations: Salesforce, NetSuite, Microsoft 365
  • File Formats: PDF, DOCX, HTML supported
  • Authentication: Email, SMS, or advanced methods

Typical Timelines, Turnaround, and Notice Periods

Define time expectations and notices in the addendum so both parties understand activation timing, response SLAs, and renewal or termination notice windows.

Effective Timing:

Addendum effective on the signed effective date

Service Activation:

Activation typically 24–72 hours after full execution

Response SLA:

Set response times (e.g., 2 hours, 24 hours)

Renewal Notice:

Commonly 30 days prior written notice

Termination Notice:

Specify cure periods and notice (often 10–30 days)

Key Milestones from Draft to Live Service

Track the addendum lifecycle with clear milestones so stakeholders can monitor progress and meet activation targets.

01

Draft Approval

Legal and operations sign off on final text

02

Pricing Confirmation

Finance verifies rates and billing terms

03

Execution

All authorized signatories sign and date

04

Service Launch

Concierge services activated per agreed schedule

Common Mistakes to Avoid When Preparing the Addendum

  • Using vague service descriptions that lead to disputes and scope creep rather than measurable obligations.
  • Failing to confirm signer authority, which can render the addendum unenforceable in a dispute.
  • Omitting clear fees or expense reimbursement rules, creating unexpected cost liabilities for one party.
  • Skipping termination or cure provisions and leaving parties without formal exit or remediation steps.

Potential Legal and Financial Risks of an Improper Addendum

Contract Voidance: Loss of enforceability
Service Disputes: Costly litigation or arbitration
Indemnity Exposure: Broad indemnities increase liability
Regulatory Breach: Privacy noncompliance penalties
Billing Errors: Missed invoices and disputes
Invalid Signature: Execution defects may invalidate

Typical eSignature Pricing and Feature Snapshot

Compare basic starting prices and common features to evaluate platform selection. The table lists starting price, trial availability, bulk send capability, audit trail, and HIPAA support.

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 vendor Varies by vendor Varies by vendor Varies by vendor
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 Concierge Addenda in Use

Two representative examples show how organizations attach concierge services to primary contracts to improve clarity and operational delivery.

Martin Properties

Property manager adds a move-in concierge clause to leases to support tenants during handover

  • Clause defines 24/7 contact, two-hour emergency response, and billed hourly support
  • This standard addendum reduced tenant disputes and clarified billing for after-hours services, allowing predictable revenue and documented service obligations.

Fertility Centers of Illinois

Clinical provider attaches patient logistics services to care agreements for appointment coordination

  • Addendum includes privacy safeguards and expense reimbursement rules
  • The addendum formalized patient concierge tasks, aligned them with HIPAA requirements, and reduced administrivia for clinical staff while preserving privacy protections.

Practical Tips for Clear, Enforceable Addenda

Use these drafting practices to reduce ambiguity, lower dispute risk, and streamline execution.

Be Specific
List measurable service levels and concrete deliverables rather than open-ended descriptions.
Limit Scope
Define exclusions to prevent misinterpretation and scope creep over time.
Align Billing
Match invoicing cadence and payment terms to the primary agreement to avoid conflicts.
Verify Authority
Confirm signatory authority in writing and, when needed, attach a board resolution or power of attorney.

Frequently Asked Questions About Concierge Service Addenda

Answers to common execution, enforceability, and compliance questions when drafting or signing a Concierge Service Addendum.


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