Parties
Identify each contracting entity and the legal capacity in which they sign, including registered company name, business type, and primary contact details for notices and service delivery.
A written agreement reduces ambiguity, allocates risk, and documents deliverables and fees. It helps ensure compliance with corporate law, supports audit readiness, and provides a clear basis for dispute resolution if duties or timelines are contested.
The Professional Secretarial Agreement is used across small businesses, corporate legal departments, and outsourced service firms when administrative governance tasks are delegated.
Use the agreement to allocate responsibilities clearly and to document deliverables, invoicing terms, and confidentiality obligations between parties.
An appointed corporate secretary or an external secretarial services firm that performs governance tasks, prepares minutes, maintains statutory registers, and ensures corporate compliance. The party accepts operational duties and liability limits under the agreement.
A director or officer authorized to bind the company who approves engagement terms, signs on the company’s behalf, and oversees performance against the agreed scope.
Identify each contracting entity and the legal capacity in which they sign, including registered company name, business type, and primary contact details for notices and service delivery.
Describe specific secretarial tasks (minutes, filings, statutory registers, compliance checks) with measurable deliverables and frequency to avoid scope creep and disputes.
State the effective date, initial term, renewal mechanics (automatic or opt-in), and any notice period required for nonrenewal or termination.
Specify compensation model (flat fee, hourly, retainer), billing frequency, payment terms, invoicing requirements, and any reimbursable expenses.
Set obligations for handling sensitive corporate information, data protection measures, and any required nondisclosure provisions or security standards.
Define termination triggers, notice periods, post-termination handover duties, limitation of liability, indemnities, and dispute resolution procedures.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code for signer verification |
| Signing Order | Set sequential or parallel signer sequence |
| Reminders | Automatic email reminders at set intervals |
| Document Retention | Store signed copies and audit trail securely |
Ensure your chosen platform supports required file formats, authentication levels, and secure storage before eSigning.
Confirm encryption-in-transit and at-rest, audit trail capture, and integration with existing systems for centralized records and regulatory compliance.
| 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, no credit card | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (premium tier) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Date when obligations and rights begin (MM/DD/YYYY)
Specify notice period for nonrenewal (commonly 30–90 days)
State required notice for termination without cause (commonly 30 days)
Define invoice cycles and net terms (e.g., Net 30)
Deadline for returning corporate records after termination