Scope of Search
Define role, responsibilities, geographic scope, required qualifications, and acceptable candidate sources to limit ambiguity and set deliverables.
A formal agreement clarifies fee structure, candidate ownership, confidentiality, and expectations for deliverables, minimizing disputes and streamlining the hiring process.
Law firms, non-profits, and government contractors also use tailored agreements to address industry‑specific confidentiality, compensation, or security requirements.
Define role, responsibilities, geographic scope, required qualifications, and acceptable candidate sources to limit ambiguity and set deliverables.
Specify retainer, success fee percentage or flat fee, payment milestones, expense reimbursement, and whether fees are capped or refundable.
State whether the search firm has exclusive rights to fill the role and the effective period for exclusivity or split-fee arrangements.
Include candidate replacement terms, time window for free replacement, and conditions that void the guarantee.
Address protection of candidate and client data, permitted disclosures, and obligations on termination to preserve confidentiality.
Outline termination for convenience or cause, notice periods, fee consequences, and dispute resolution mechanisms.
| Setting | Recommended Value |
|---|---|
| Template Name | Use a versioned template labeled 'Exec Search Agreement v1' |
| Signers | Two signers: authorized client rep and search firm officer |
| Authentication | Email plus SMS or access code for key signers |
| Notifications | Automatic reminders at 3 and 7 days |
Ensure your chosen provider supports secure storage and export of the signed agreement for records retention and audit purposes.
MM/DD/YYYY — starts exclusivity and guarantee windows
Net 30 unless otherwise specified in fee terms
Specify number of days or months for exclusive engagement
State candidate replacement timeframe (e.g., 90 days)
Number of days' written notice required to terminate
Define role, stakeholders, and timeline before sourcing begins.
Deliver a vetted shortlist by agreed milestone for client review.
Coordinate interview rounds, feedback, and reference checks.
Record start date, invoice success fee, and begin guarantee clock.
| State | Notarization Required | RON Status |
|---|---|---|
| New York | varies | esra statute |
| Virginia | varies | permitted |
| California | varies | restricted |
| South Carolina | varies | prohibited |
| 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 | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |