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Legal Call Off Agreement

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LEGAL CALL OFF AGREEMENT

This Legal Call Off Agreement (the Agreement) is made as of Effective Date: between Party A Name: , Entity Type: , Registered Address: (Supplier), and Party B Name: , Entity Type: , Registered Address: (Client).

RECITALS

WHEREAS, Supplier has expertise and capacity to provide legal services and related deliverables as set out in individual call off notices issued under this Agreement;

WHEREAS, Client requires the ability to procure specific legal services from Supplier from time to time by issuing Call Off Notices setting out the scope, price and delivery requirements for each call off; and

WHEREAS, the parties wish to record the terms that will govern each Call Off and the relationship between them during the term of this Agreement.

NOW THEREFORE, in consideration of the mutual covenants set forth below, the parties agree as follows:

1. DEFINITIONS

1.1 Definitions. In this Agreement, unless the context otherwise requires: "Call Off" means an order issued by Client in accordance with clause 2 specifying Services, Price and Delivery; "Call Off Notice" means the form and content of a Call Off as required by this Agreement; "Services" means the legal advice, representation, documentation and related tasks to be provided by Supplier pursuant to a Call Off. Capitalised terms used in this Agreement shall have the meanings set out in this clause 1.

2. CALL OFF PROCEDURE

2.1 Issuance. Client shall issue a Call Off Notice in writing to Supplier by email or physical delivery specifying: (a) the nature and scope of the Services; (b) the proposed Start Date and any milestones; (c) Price or pricing method; and (d) any additional acceptance criteria.

2.2 Acceptance. Supplier shall accept or reject a Call Off Notice within business days of receipt. Acceptance may be conditional only with prior written agreement of Client. A Call Off accepted by Supplier becomes a binding Firm Commitment between the parties.

2.3 Minimums and Aggregation. Any minimum volumes, aggregated commitments or survival of obligations for each Call Off shall be set out expressly in the applicable Call Off Notice.

3. PRICE AND PAYMENT

3.1 Price. The Price for Services under each Call Off shall be as specified in the accepted Call Off Notice (inclusive or exclusive of taxes as stated in the Call Off). Currency:

3.2 Payment Terms. Client shall pay valid and undisputed invoices within days of receipt. Supplier shall submit invoices referencing the Call Off number and any agreed milestones.

3.3 Disputed Invoices. If Client disputes an invoice in good faith it shall notify Supplier promptly and pay any undisputed portion in accordance with clause 3.2.

4. PERFORMANCE AND DELIVERY

4.1 Performance Standard. Supplier shall perform the Services with reasonable skill, care and in accordance with good industry practice and all applicable laws and professional rules.

4.2 Delivery Dates. Time is of the essence for any dates expressly stated as such in a Call Off. Where any milestone date is missed, Supplier shall promptly notify Client and propose remedial action.

5. TERM AND TERMINATION

5.1 Term. This Agreement commences on the Effective Date and continues until terminated in accordance with this clause. End Date (optional):

5.2 Termination for Convenience. Either party may terminate this Agreement for convenience on not less than days' prior written notice to the other party; provided that termination shall not affect Firm Commitments already accepted under Call Offs unless otherwise agreed.

5.3 Termination for Cause. Either party may terminate for material breach if the other party fails to cure such breach within 30 days after receipt of written notice specifying the breach.

6. CONFIDENTIALITY

6.1 Definition. "Confidential Information" means all information marked or reasonably understood to be confidential disclosed by one party to the other in connection with this Agreement, excluding information in the public domain or rightfully received from a third party without restriction.

6.2 Obligations. Each party shall keep Confidential Information confidential, shall not use it other than to perform its obligations under this Agreement, and shall disclose it only to those employees, agents or subcontractors having a strict need to know and subject to written confidentiality obligations no less protective than those in this clause.

7. LIABILITY AND INDEMNITY

7.1 Liability. Each party's liability to the other for direct loss arising from breach of this Agreement shall be limited to the total Fees paid or payable in respect of the relevant Call Off in the 12 months preceding the event giving rise to the claim. Neither party shall be liable for indirect, special or consequential loss except for liability arising from gross negligence, willful misconduct, or a breach of clause 6 (Confidentiality).

7.2 Indemnity. Supplier shall indemnify and hold harmless Client against any third-party claims arising from Supplier's negligent performance of Services, provided that Client promptly notifies Supplier and allows Supplier to control the defence and settlement of such claim.

8. INSURANCE

8.1 Insurance Requirements. Supplier shall maintain professional liability (errors & omissions) insurance and employer's liability insurance with minimum limits of in applicable currency and shall provide evidence of such insurance upon reasonable request.

9. NOTICES

9.1 Method. Notices shall be in writing and delivered by hand, certified mail, courier or email to the addresses set out above. Notice is effective on receipt, or if by email, upon confirmation of delivery by the recipient's systems.

10. AMENDMENT AND WAIVER

10.1 Amendment. No amendment to this Agreement shall be effective unless made in writing and signed by duly authorised representatives of both parties.

10.2 Waiver. A failure or delay by either party to exercise any right under this Agreement shall not constitute a waiver of that right unless the waiver is given in writing and signed by the waiving party.

11. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY; COUNTERPARTS

11.1 Governing Law. This Agreement and any dispute arising out of or in connection with it shall be governed by and construed in accordance with the laws of and the parties submit to the exclusive jurisdiction of its courts except where emergency injunctive relief is sought.

11.2 Entire Agreement. This Agreement, together with any accepted Call Offs, constitutes the entire agreement between the parties in relation to its subject matter and supersedes all prior agreements and understandings.

11.3 Severability. If any provision of this Agreement is held to be illegal, invalid or unenforceable, that provision shall be severed and the remainder shall continue in full force and effect.

11.4 Counterparts. This Agreement may be executed in counterparts, each of which is an original but all of which together constitute one agreement.

SCHEDULE — SAMPLE CALL OFF SUMMARY

Party A (Supplier) Printed Name:

By (Supplier):

Date (Supplier):

Party B (Client) Printed Name:

By (Client):

Date (Client):

Enter text✕

What a Legal Call Off Agreement Is and When It Applies

A Legal Call Off Agreement is a contract mechanism that finalizes the delivery and payment terms for goods or services under an existing master agreement or framework. It specifies quantities, delivery dates, pricing for each drawdown or order, and any acceptance criteria. Call off agreements allow buyers and suppliers to fix detailed terms for discrete releases without renegotiating the full contract. They are commonly used in procurement, construction, and supply chains to control timing, budgets, and performance while preserving the original contractual relationship.

Why Organizations Use Call Off Agreements

Call off agreements reduce administrative duplication, lock in negotiated commercial terms, and provide clear, order-specific obligations. They let parties schedule deliveries and payments incrementally while preserving overarching warranties and liability rules under the master contract.

Why Organizations Use Call Off Agreements

Who Typically Prepares and Signs a Call Off Agreement

Typical users include procurement teams, contract managers, facilities departments, and external suppliers who execute individual releases under a master agreement.

  • Procurement teams managing vendor releases and inventory schedule adjustments.
  • Legal or contract administrators ensuring compliance with master agreement terms.
  • Suppliers or subcontractors confirming delivery milestones and invoicing parameters.

Responsibilities vary by organization: procurement issues the call off, legal reviews key terms, and authorized signatories execute the agreement.

Essential Elements of a Professional Call Off Agreement

A complete call off agreement organizes the order-specific details and ties them to the master contract so obligations and remedies are predictable and enforceable.

Reference

Cite the master agreement by title and date, including any clause numbers that permit call offs, so parties can trace applicable warranty and indemnity terms.

Scope

Define goods or services, unit measures, specifications, and any acceptance or inspection criteria that determine successful delivery or completion.

Quantities

Specify exact quantities, minimums or maximums, and any batching or phased delivery schedule with dates and locations for each shipment or milestone.

Price and Payment

Record unit pricing, discounts, invoicing schedule, payment terms, currency, and any taxes or withholding responsibilities between the parties.

Notices

Identify addresses and electronic contact points for notices, lead times for delivery changes, and the method for issuing purchase orders or amendments.

Signatures

Include authorized signatory blocks with printed name, title, date, and any required witness or notary acknowledgement for the chosen jurisdiction.

Required Data Fields at a Glance

Parties: Buyer and seller legal names
Effective Date: MM/DD/YYYY
Scope: Items or services described
Quantity: Units or delivery amounts
Price: Unit and total pricing
Signatures: Authorized signers and dates

Step-by-Step: Completing a Call Off Agreement

Follow these sequential steps to prepare, review, and execute a call off while preserving master agreement terms.

  • 01
    Create draft: Pull master agreement reference and populate order details.
  • 02
    Verify scope: Confirm specifications, quantities, and delivery points.
  • 03
    Confirm pricing: Apply agreed unit prices and invoice terms.
  • 04
    Obtain signatures: Have authorized representatives sign and date the document.

Configuring an Online Call Off Workflow

Configure fields and signer order to match your procurement and approval process before sending for signature.

Field Configuration
Template Create reusable call off template for consistent fields
Conditional Logic Show delivery or inspection fields only when required
Authentication Require email or SMS code for signer verification
Notifications Set reminders and copy procurement approver

Where to Send and How Acceptance Works

A clear routing plan reduces disputes: identify submission destinations and acceptance touchpoints for each delivery.

  • Issue to Supplier: Send the executed call off to the seller's procurement contact.
  • Warehouse Copy: Provide delivery and packing instructions to receiving locations.
  • Accounts Payable: Deliver invoice and signed call off for payment processing.
  • Contract Folder: Store a countersigned copy with the master agreement record.

Digital Delivery and eSubmission Options

Use an eSignature-enabled workflow and secure storage to manage call offs electronically.

  • File formats: PDF, DOCX accepted
  • Authentication: Email, SMS, or advanced methods
  • Integrations: Connectors to ERP and storage

Ensure the chosen platform supports audit trails, encryption, and any industry-specific compliance such as HIPAA or 21 CFR Part 11 when applicable.

Typical Timing and Processing Expectations

Common call off timelines help set operational expectations for delivery, inspection, and invoicing.

Order Acceptance:

Supplier acknowledges within 3–5 business days

Lead Time:

Delivery scheduled per agreed lead times

Inspection Period:

Buyer inspects goods within 10 business days

Invoice Submission:

Invoice sent on shipment or acceptance

Payment Terms:

Net terms per contract, commonly 30 days

Common Preparation Errors to Avoid

  • Failing to reference the correct master agreement leads to conflicting obligations and potential disputes between documents.
  • Omitting exact delivery points or inspection criteria can create acceptance disagreements and delay payments or shipments.
  • Using vague pricing language such as 'market rate' allows later disputes over invoices and may trigger audit problems.
  • Not confirming authorized signatories increases risk that a call off is unenforceable or rejected by counterparty compliance teams.

Key Risks and Consequences of Errors

Invalid Agreement: Missing authority may render it unenforceable
Delivery Delays: Incorrect lead times cause schedule breaches
Payment Disputes: Unclear invoicing terms delay vendor payment
Regulatory Exposure: Noncompliance can trigger fines
Notary Failure: Improper notarization may void certain filings
Tax Withholding: Incorrect TINs can lead to backup withholding

Practical Use Cases for Call Off Agreements

Two concise scenarios show how call offs reduce negotiation friction and improve operational clarity.

Construction Project Supply

A general contractor issues successive call offs for concrete deliveries tied to project milestones.

  • Each release specifies quantity, delivery window, and testing acceptance.
  • The approach prevents repeated pricing negotiations, aligns deliveries with site readiness, and creates a clear audit trail for progress payments and lien waiver tracking.

Recurring Office Supplies

A facilities team sets a yearly framework agreement and uses monthly call offs for replenishment.

  • Each call off lists items, quantities, and delivery addresses.
  • This reduces procurement cycle time, centralizes invoicing, and ensures consistent pricing for repetitive purchases while allowing limited schedule adjustments.

Typical eSignature Pricing and Feature Comparison

Comparing plan entry prices and common enterprise features helps select an eSignature provider for call off workflows.

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 No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions and Troubleshooting

Answers to common legal, execution, and technical questions about using and enforcing a Legal Call Off Agreement.


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