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Professional Customer Services Agreement

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PROFESSIONAL CUSTOMER SERVICES AGREEMENT

This Professional Customer Services Agreement (the "Agreement") is entered into as of Effective Date: by and between Client Name: , located at Client Address: (hereinafter "Client"), and Service Provider Name: , located at Service Provider Address: (hereinafter "Provider"). Client and Provider are each a "Party" and collectively the "Parties."

RECITALS

WHEREAS, Provider is duly qualified and experienced in providing the professional services described in this Agreement and has represented to Client that Provider possesses the personnel, equipment and expertise necessary to perform such services in a competent and timely manner; and

WHEREAS, Client desires to engage Provider to perform certain customer services, and Provider desires to perform such services for Client on the terms and conditions set forth herein; and

WHEREAS, the Parties wish to set forth the terms and conditions governing their relationship in writing.

NOW, THEREFORE, in consideration of the mutual covenants and promises contained herein, the Parties agree as follows:

1. SCOPE OF SERVICES

1.1 Services. Provider shall perform the customer services described in the Service Description below and in any statement of work executed by the Parties (collectively, the "Services"). Provider shall perform the Services in a professional and workmanlike manner consistent with industry standards and applicable law.

1.2 Changes to Services. Any material change to the scope, schedule or deliverables shall be documented in a written change order signed by authorized representatives of both Parties, which shall set forth any revision to fees, timeline and other affected terms.

2. TERM AND TERMINATION

2.1 Term. The term of this Agreement shall commence on Start Date: and shall continue until End Date: unless earlier terminated in accordance with this Agreement.

2.2 Termination for Convenience. Either Party may terminate this Agreement for convenience upon thirty (30) days' prior written notice to the other Party. In the event of termination for convenience, Client shall pay Provider for Services performed and reimbursable expenses incurred through the effective date of termination.

2.3 Termination for Cause. Either Party may terminate this Agreement immediately upon written notice if the other Party materially breaches any obligation under this Agreement and fails to cure such breach within fifteen (15) days after receipt of written notice specifying the breach.

3. FEES, EXPENSES AND PAYMENT

3.1 Fees. Client shall pay Provider the fees set forth below or in an attached statement of work. Unless otherwise agreed in writing, fees are due in accordance with Provider's invoice terms.

3.2 Expenses. Client shall reimburse Provider for reasonable, preapproved out-of-pocket expenses incurred in connection with the performance of the Services upon submission of receipts or other documentation reasonably requested by Client.

4. INVOICES AND TAXES

Provider shall submit invoices in the form reasonably acceptable to Client. Unless otherwise agreed, Client shall pay undisputed amounts within the Payment Due period. Any disputed portion of an invoice must be notified in writing within ten (10) days and the Parties shall negotiate in good faith to resolve the dispute. All fees are exclusive of taxes; Client shall be responsible for sales, use, withholding, or other taxes imposed on the fees, except taxes based on Provider's net income.

5. CONFIDENTIALITY

5.1 Definition. "Confidential Information" means non-public information disclosed by one Party to the other, whether orally or in writing, that is designated as confidential or that a reasonable person would understand to be confidential given the nature of the information and the circumstances of disclosure.

5.2 Obligations. Each Party shall: (a) maintain the confidentiality of Confidential Information of the other using at least the same degree of care it uses to protect its own Confidential Information but not less than reasonable care; (b) not use Confidential Information except to exercise rights and perform obligations under this Agreement; and (c) not disclose Confidential Information to any third party except to employees, contractors or advisors who have a need to know and are bound by confidentiality obligations at least as protective as those in this Agreement.

6. INTELLECTUAL PROPERTY

6.1 Preexisting Materials. Each Party retains all right, title and interest in and to its preexisting materials and intellectual property. Nothing in this Agreement transfers ownership of preexisting intellectual property.

6.2 Deliverables. Subject to Client's payment of all fees due, Provider hereby assigns to Client all right, title and interest in and to the deliverables created specifically for Client under this Agreement ("Deliverables"). Provider retains ownership of general skills, know-how, algorithms and techniques developed or used in performing the Services, provided such retained materials do not include Client's Confidential Information or Client-specific deliverables.

6.3 License. To the extent execution of the foregoing assignment is ineffective, Provider grants Client a perpetual, worldwide, royalty-free, transferable license to use, reproduce and modify Provider materials embedded in the Deliverables to the extent necessary for Client to enjoy the intended benefits of the Deliverables.

7. WARRANTIES; DISCLAIMER

7.1 Mutual Warranties. Each Party represents and warrants that it has the full right, power and authority to enter into this Agreement and to perform its obligations hereunder.

7.2 Provider Warranty. Provider warrants that the Services will be performed in a professional and workmanlike manner consistent with industry standards for a period of thirty (30) days following delivery of any Deliverable. Provider's sole obligation and Client's exclusive remedy for a breach of this warranty shall be, at Provider's option, re-performance of the nonconforming Services or refund of fees attributable to such Services.

7.3 Disclaimer. EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH IN THIS SECTION, PROVIDER MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

8. INDEMNIFICATION

8.1 By Provider. Provider shall indemnify and hold harmless Client and its officers, directors and employees from and against any third-party claims, losses, liabilities, damages and expenses (including reasonable attorneys' fees) arising out of Provider's breach of its representations, warranties or obligations under this Agreement, or Provider's gross negligence or willful misconduct.

8.2 By Client. Client shall indemnify and hold harmless Provider and its officers, directors and employees from and against any third-party claims arising from Client-provided materials, Client's breach of this Agreement, or Client's gross negligence or willful misconduct.

9. LIMITATION OF LIABILITY

EXCEPT FOR LIABILITY ARISING FROM A PARTY'S GROSS NEGLIGENCE, WILLFUL MISCONDUCT OR A BREACH OF CONFIDENTIALITY OR INDEMNIFICATION OBLIGATIONS, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS. THE AGGREGATE LIABILITY OF EITHER PARTY ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID BY CLIENT TO PROVIDER UNDER THIS AGREEMENT DURING THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

10. INSURANCE

Provider shall maintain insurance customary for the industry and sufficient to meet its obligations hereunder, including commercial general liability and, where applicable, professional liability insurance in minimum amounts of . Provider shall provide certificates of insurance upon Client's reasonable request.

11. DATA PROTECTION AND COMPLIANCE

Each Party shall comply with applicable data protection and privacy laws in connection with the processing of personal data. Provider shall implement reasonable administrative, technical and physical safeguards to protect Client Data against unauthorized access, disclosure, alteration or destruction.

12. SUBCONTRACTING

Provider may subcontract portions of the Services; provided, however, Provider shall remain primarily responsible for the performance of the Services and for compliance by its subcontractors with the terms of this Agreement. Provider shall ensure that any subcontractor who receives Confidential Information is bound by written confidentiality obligations no less protective than those contained herein.

13. NOTICES

All notices required or permitted under this Agreement shall be in writing and shall be deemed given when delivered personally, sent by certified mail (return receipt requested), or delivered by nationally recognized overnight courier to the addresses set forth below or such other address as a Party designates by notice in accordance with this Section.

14. AMENDMENT; WAIVER

This Agreement may be amended only by a written instrument signed by authorized representatives of both Parties. No failure or delay by either Party in exercising any right shall operate as a waiver of that right, nor shall a single or partial exercise of any right preclude any other or further exercise of that right.

15. GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its choice of law rules.

16. ENTIRE AGREEMENT; SEVERABILITY

This Agreement, including any statements of work and change orders, constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral. If any provision of this Agreement is determined to be invalid or unenforceable, such provision shall be reformed only to the extent necessary to make it enforceable, and the remaining provisions shall remain in full force and effect.

17. COUNTERPARTS; ELECTRONIC SIGNATURES

This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. Electronic signatures or signatures transmitted by facsimile or electronic image shall be deemed original signatures for all purposes.

CLIENT

Printed Name:

By (Signature):

Date:

SERVICE PROVIDER

Printed Name:

By (Signature):

Date:

Enter text✕

What the Professional Customer Services Agreement Is

A Professional Customer Services Agreement is a written contract that defines the scope, deliverables, timelines, pricing, responsibilities, and remedies between a service provider and a customer. It frames performance standards, confidentiality, intellectual property ownership, payment terms, dispute resolution, and termination conditions. This agreement can be tailored to fixed-price projects, time-and-materials engagements, or retainers, and often attaches statements of work, rate schedules, and service-level metrics. Properly executed, the document reduces ambiguity about expectations, limits commercial risk, and creates an enforceable record of the parties’ contractual commitments.

Why this Agreement Matters for Providers and Customers

Using a clear Professional Customer Services Agreement protects both parties by documenting obligations, payment terms, IP ownership, confidentiality, and remedies. It helps avoid disputes, supports regulatory compliance where relevant, and establishes a baseline for measuring performance and invoices.

Why this Agreement Matters for Providers and Customers

Who Typically Uses a Professional Customer Services Agreement

Service providers, procurement teams, legal departments, and independent consultants use this agreement to set expectations and reduce commercial risk.

  • Software vendors and SaaS providers using fixed-term service levels and subscription fees.
  • Professional services firms (consultants, agencies) documenting scope, travel, and hourly rates.
  • Procurement and legal teams standardizing vendor relationships across multiple projects.

The form scales from single-client engagements to enterprise master services agreements with schedules and exhibits for repeatable use.

Core Clauses Included in the Agreement

A complete Professional Customer Services Agreement groups commercial, operational, and legal terms so each party’s duties are clear and enforceable.

Scope

Describe deliverables, milestones, acceptance criteria, and exclusions in sufficient detail to avoid scope creep and billing disputes.

Payment

State fees, billing frequency, invoicing procedures, late payment interest, and any retainers or milestone-based payment triggers.

Term

Specify effective date, renewal mechanics, minimum commitment, and termination rights including for convenience and for cause.

IP and Licenses

Allocate ownership of deliverables, preexisting materials, and grant any required licenses with clear restrictions and transfer terms.

Confidentiality

Define confidential information, permitted disclosures, security obligations, and survival period for nondisclosure commitments.

Liability

Limitations on damages, indemnities, insurance requirements, and caps on liability where permitted by law.

Step-by-Step: How to Complete and Execute the Agreement

Follow these sequential steps to populate, review, and obtain valid signatures on the agreement.

  • 01
    Prepare Draft: Populate template fields and attach exhibits.
  • 02
    Internal Review: Have legal and finance confirm terms and pricing.
  • 03
    Send for Signature: Deliver the document via secure eSignature or email with audit trail.
  • 04
    Retain Records: Save executed copies and the audit trail for retention compliance.

How to Configure an Online Signing Workflow

A consistent workflow reduces signing errors and ensures each party receives the correct version and attachments.

Field Configuration
Signature Order Set sequential or parallel signing as required by approvals.
Authentication Choose email, SMS code, or stronger ID verification for each signer.
Conditional Fields Use conditional visibility to show only relevant sections to each signer.
Attachments Attach SOWs, invoices, and certificates with required signing prompts.

Where to Send and How Signatures Are Collected

Determine the routing destinations and delivery methods before issuing the document to avoid delays or misdelivery.

  • Primary Recipient: Send to the authorized signatory at the customer organization.
  • CC Recipients: Include stakeholders who require copies for records.
  • Audit Trail: Ensure platform captures timestamps, IP, and actions.
  • Delivery Formats: Provide final executed PDF and machine-readable metadata.

Technical Requirements for Digital Signing and eSubmission

Confirm the platform can export tamper-evident PDFs, store signed copies securely, and integrate with your recordkeeping systems for retention and audit purposes.

  • Document Formats: PDF, DOCX supported
  • Authentication: Email, SMS, or advanced ID
  • Integrations: CRM, cloud storage, and API

Typical Timelines, Deadlines, and Processing Expectations

Common timing considerations include acceptance windows, milestone payments, warranty periods, and renewal notice deadlines that drive day-to-day administration.

Acceptance Period:

Customer typically has 5–15 business days to accept deliverables.

Invoice Terms:

Net 30, Net 45, or milestone-specific billing intervals.

Renewal Notice:

Automatic renewal often requires 30–90 days prior notice to avoid renewal.

Warranty Window:

Commonly 30–90 days after acceptance for remedial work.

Dispute Deadline:

Specify time to raise claims, often 30 days from discovery.

Common Mistakes to Avoid When Preparing the Agreement

  • Vague scope statements that omit deliverable acceptance criteria and produce billing disputes and scope creep.
  • Leaving signature blocks incomplete or lacking signatory titles, which can nullify authority and delay enforcement.
  • Failing to attach referenced exhibits, SOWs, or rate schedules, causing ambiguity about deliverables and fees.
  • Using inconsistent party names or abbreviations that hinder contract matching and make enforcement harder.

Penalties and Legal Risks for Incorrect or Incomplete Agreements

Late Tax Reporting: 1099 penalties: $60–$330 (IRC §6721)
I-9 Violations: I-9 paperwork fines: $281–$2,789 (8 CFR §274a.2)
HIPAA Noncompliance: Civil fines, corrective action plans (45 CFR §164)
Breach Liability: Contract damages and indemnity exposure
Unenforceable Terms: Invalid clauses may be severed by courts
Intentional Disregard: Higher statutory penalties apply for willful failures

Real-World Examples of Use and Outcomes

These brief examples show how organizations use digital signing and the agreement to speed execution and reduce administrative burden.

Optica Ventures

The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

  • Rapid adoption across the team reduced turnaround time.
  • Resulted in fewer execution errors and faster client onboarding through consistent templates and remote signing.

Martin Properties

I can process and execute all of these documents online with 100% compliance and built-in security.

  • Mobile and offline signing supported field operations.
  • Enabled closing more transactions remotely while maintaining an auditable record and regulatory compliance.

Who Can Legally Sign the Agreement

Authorized Signatory

Enter the person with delegated authority (officer, director, or officer-empowered designee). Confirm corporate authority through board resolution or delegation documents when required to avoid challenges to signature validity.

Company Officer

An officer such as CEO, CFO, or COO typically signs for corporations. For LLCs, a managing member or manager signs. Ensure title and entity match the executed signature block.

Supporting Documents and Export Options

Common attachments and final file types ensure the agreement is complete, portable, and suitable for audits or legal review.

Attachments

Attach SOWs, pricing schedules, security addenda, and proof of insurance as exhibits to make referenced obligations enforceable.

Signed Copy

Export a tamper-evident PDF of the fully executed agreement including an audit trail and signer certificate for evidentiary purposes.

Editable Archive

Store a DOCX or original source file for future amendments while retaining the executed PDF as the legal record.

Metadata

Retain signer metadata (IP, timestamp, authentication method) with the signed document to support attribution and chain of custody.

Frequently Asked Questions and Troubleshooting

Answers to common questions about enforceability, digital signatures, notarization, and recordkeeping for the Professional Customer Services Agreement.


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