Scope of Search
Define roles, responsibilities, search activities, candidate sourcing methods, expected deliverables, and any exclusions such as internal candidate pipelines or specific geographies.
A retainer secures priority attention from the recruiter, aligns mutual incentives for longer searches or executive hires, and clarifies payment and candidate ownership up front. This structure is appropriate for senior, specialized, or hard-to-fill roles where a contingent-only approach may limit recruiter commitment.
The agreement helps reduce later disputes by defining candidate ownership, exclusivity, and replacement guarantees at the start of the engagement.
A department leader or hiring manager who defines the role, approves candidate shortlists, and signs to confirm acceptance of the recruiter’s placement. They typically control candidate interviews, provide feedback timelines, and approve final offers.
An HR director, procurement officer, or company executive with authority to bind the organization contractually. This signer confirms payment terms and legal commitments and may be the contact for contract amendments or dispute resolution.
Define roles, responsibilities, search activities, candidate sourcing methods, expected deliverables, and any exclusions such as internal candidate pipelines or specific geographies.
Specify upfront retainer, monthly fees, milestone payments, and whether final placement fees are creditable against the retainer or billed separately.
Clarify which candidates are included, how prior introductions are treated, and the period during which the recruiter retains ownership rights for presented candidates.
State replacement windows (for example, 30–90 days) and conditions for free replacement or prorated refunds if a placement terminates early.
Include obligations for handling candidate PII, background check data, and any HIPAA or state privacy considerations where applicable.
Describe notice periods, causes for termination, payment obligations on termination, and dispute resolution mechanisms such as mediation or arbitration.
| Field | Configuration |
|---|---|
| Signature Field | Require full name, date, and typed signature; enable eSignature audit trail. |
| Authentication | Use email plus SMS code or SSO for higher assurance in recruiting engagements. |
| Conditional Fields | Show fee or replacement clauses only when specific retainer boxes are checked. |
| Notifications | Enable signer and admin email copies and webhook routing for ATS integration. |
Ensure your chosen platform maintains tamper-evident copies and supports export to your recordkeeping system for audits.
Date the agreement begins and triggers all timing obligations.
Specify first invoice due date and recurring billing cycle.
Set expected timeline for initial candidate shortlists, e.g., 30–60 days.
Define notice period for renewing or ending the retainer, typically 30 days.
State required advance notice for termination, for example 30 days.
Retainer paid and search officially launched.
Recruiter delivers candidate shortlist for client review.
Client schedules and completes interviews with finalists.
Offer accepted and placement confirmed; final invoicing occurs.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
Tech Data uses airSlate SignNow to improve our internal and external customer service while increasing our speed to revenue.
| Criteria | Retainer Agreement | Contingency Agreement |
|---|---|---|
| Fee Structure | upfront + final fee | success-only fee |
| Payment Timing | immediate/periodic | upon placement |
| Candidate Ownership | defined window | limited to placement instance |
| Exclusivity | often exclusive | typically non-exclusive |
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |