Scope of Work
Describe duties, deliverables, hours or availability expectations, performance standards, and any exclusivity. Attach exhibits or project schedules for complex or recurring tasks to reduce later disputes over obligations.
Use an Employee Retainer Agreement to fix expectations, reduce disputes, and secure predictable compensation for retained employees. It provides clear work scope, payment terms, IP assignment, and termination mechanics so both parties understand obligations and legal remedies before conflicts arise.
Typical users include HR teams, hiring managers, independent contractor managers, and in-house counsel who need written retention terms.
These agreements suit full-time, part-time, and specialized retained roles where ongoing availability or guaranteed payment is required.
Describe duties, deliverables, hours or availability expectations, performance standards, and any exclusivity. Attach exhibits or project schedules for complex or recurring tasks to reduce later disputes over obligations.
Specify retainer amount, payment frequency, expense reimbursement, draws against commissions, penalties for late payment, and whether unused retainer credits roll over or are refundable at termination.
State the effective date, initial term length, auto-renewal conditions, notice periods for nonrenewal, grounds for early termination, and any severance or wind-down obligations required on termination.
Include assignment of inventions, work-for-hire clauses, ownership of deliverables, licenses for preexisting IP, and obligations to assist with patent or copyright filings when applicable to transfer formal title.
Define confidential information, permitted disclosures, duration of confidentiality obligations, carve-outs for public domain or independently developed information, and post-termination return or destruction requirements, and remedies for breach including injunctive relief.
Specify governing law, venue, arbitration or court process, arbitration rules if applicable, discovery limitations, attorney fee allocation, and interim injunctive relief for enforcement of confidentiality or IP obligations.
| Field | Configuration |
|---|---|
| Signing Order | Specify signer sequence (e.g., employee then employer). |
| Authentication Level | Email only, SMS code, or KBA options. |
| Conditional Fields | Show fields only when triggers are met to reduce signer errors. |
| Storage Location | Save signed PDF to cloud storage with audit trail. |
Ensure platform supports secure e-signatures, audit trails, and role-based access for employee retainer agreements and export formats.
Enter effective date and initial term length.
Specify payment frequency and due dates for retainer invoices.
Outline required notice in days and acceptable delivery methods.
Retainer payments may require Form 1099 reporting or payroll withholding.
Keep executed agreements per federal and industry retention rules.
Finalize scope, fees, IP, and confidentiality language.
Obtain sign-off from HR, finance, and legal before sending.
Schedule signature period and confirm eSign method and authentication.
Store executed copies with audit trail and accessible retrieval.
| 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 (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |