Establishing secure connection…Loading editor…Preparing document…

Professional Services Creation Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROFESSIONAL SERVICES CREATION AGREEMENT

This Professional Services Creation Agreement (the Agreement) is made and entered into as of by and between Client Name: with address: , and Service Provider Name: with address: .

RECITALS

WHEREAS, Client desires to engage Service Provider to create, develop and deliver certain creative works, deliverables and related services as further described in this Agreement; and

WHEREAS, Service Provider represents that it has the experience, personnel, and technical capability to perform the services specified herein and is willing to perform such services under the terms and conditions set forth below; and

WHEREAS, the parties desire to set forth in writing their understanding with respect to the scope, payment, ownership, confidentiality and other matters relating to the services to be provided.

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

1. DEFINITIONS

1.1 "Services" means the creation, development, production and delivery of the creative works and ancillary tasks described in Exhibit A (Scope of Services), which is incorporated by reference and forms part of this Agreement. 1.2 "Deliverables" means the tangible and intangible outputs resulting from the Services that are specified for delivery to Client. 1.3 "Confidential Information" means non-public information disclosed by a party that is identified as confidential or that, by its nature, should reasonably be considered confidential.

2. SCOPE OF SERVICES; SCHEDULE

2.1 Services. Service Provider shall perform the Services described in the Scope of Services field below and shall deliver the Deliverables in accordance with the milestones and schedule agreed by the parties.

2.2 Schedule. The parties agree to the following target completion date for final Deliverables: . Time is of the essence with respect to milestones expressly identified as time-critical.

3. FEES AND PAYMENT

3.1 Fees. Client shall pay Service Provider the fees set forth below in consideration of the Services. Total Fee: $.

3.2 Invoicing and Payment Terms. Service Provider shall invoice Client in accordance with the Payment Schedule. Unless otherwise set forth in writing, Client shall pay each undisputed invoice within days of receipt. Late payments shall accrue interest at % per month or the maximum permitted by law, whichever is less.

4. INTELLECTUAL PROPERTY; DELIVERABLES

4.1 Ownership of Pre-Existing Materials. Each party retains ownership of its pre-existing intellectual property and proprietary materials. Service Provider grants Client a limited, non-exclusive, non-transferable license to any pre-existing materials incorporated into the Deliverables solely to the extent necessary to use the Deliverables as intended.

4.2 Assignment of Deliverables. Subject to payment in full of all amounts due under this Agreement, and except for rights in pre-existing materials of Service Provider and third-party materials, Service Provider hereby assigns to Client all right, title and interest in and to the Deliverables created specifically for Client hereunder, including copyrights and other intellectual property rights.

4.3 Moral Rights. To the maximum extent permitted by law, Service Provider hereby irrevocably waives and agrees not to assert any moral rights or similar rights in the Deliverables against Client.

4.4 Third-Party Materials. Where Deliverables incorporate third-party materials, Service Provider shall secure and provide evidence of any required licenses or permissions and shall disclose applicable third-party license terms in writing.

Service Provider and Client agree that to the maximum extent permitted by applicable law the Deliverables shall be considered "work made for hire" and additionally, to the extent any Deliverable is not a work made for hire, Service Provider assigns all right, title and interest to Client as set forth above.

5. CONFIDENTIALITY

5.1 Obligation. Each party shall hold Confidential Information of the other in strict confidence and shall not disclose such information except as necessary to perform its obligations under this Agreement or as required by law. The receiving party shall use at least the same degree of care to protect Confidential Information as it uses to protect its own confidential information, but in no event less than reasonable care.

5.2 Exceptions. Confidential Information shall not include information that: (a) is or becomes publicly known through no breach of this Agreement by the receiving party; (b) is lawfully received from a third party without duties of confidentiality; or (c) is independently developed by the receiving party without reference to the disclosing party's Confidential Information.

6. REPRESENTATIONS AND WARRANTIES

6.1 Mutual Representations. Each party represents that it has the full right, power and authority to enter into this Agreement and to perform its obligations hereunder.

6.2 Service Provider Warranty. Service Provider warrants that the Deliverables delivered under this Agreement will materially conform to the specifications set forth in the Scope of Services for a period of days from acceptance. Service Provider's sole obligation for breach of such warranty shall be, at Service Provider's option, to repair or replace the non-conforming Deliverable or to refund the portion of fees attributable to the non-conforming Deliverable.

6.3 Disclaimer. EXCEPT AS EXPRESSLY SET FORTH IN THIS SECTION, SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

7. INDEMNIFICATION

7.1 Provider Indemnity. Service Provider shall defend, indemnify and hold harmless Client and its officers, directors and affiliates from and against any and all third-party claims, liabilities, losses, damages and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) Service Provider's breach of its representations and warranties; or (b) actual infringement of a third party's intellectual property rights by the Deliverables, provided that Client gives Service Provider prompt written notice of any claim and cooperates in the defense.

7.2 Client Indemnity. Client shall indemnify Service Provider from claims arising from (a) Client-provided materials or instructions that infringe third-party rights; or (b) Client's negligent or willful misuse of the Deliverables.

8. LIMITATION OF LIABILITY

EXCEPT FOR LIABILITY ARISING FROM A PARTY'S GROSS NEGLIGENCE, WILLFUL MISCONDUCT, OR INDEMNIFICATION OBLIGATIONS, NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF EACH PARTY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNT OF FEES PAID BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT DURING THE month period immediately preceding THE EVENT GIVING RISE TO THE CLAIM.

9. TERMINATION

9.1 For Cause. Either party may terminate this Agreement for material breach by the other party if such breach is not cured within days following written notice specifying the breach.

9.2 For Convenience. Either party may terminate this Agreement without cause upon days' prior written notice to the other party. Upon termination, Client shall pay Service Provider for Services performed and Deliverables delivered through the effective date of termination.

10. INSURANCE

Service Provider shall maintain commercial general liability and professional liability insurance in amounts reasonable for providers of similar services. Upon request, Service Provider shall provide certificates of insurance evidencing such coverage.

11. NOTICES

All notices required or permitted under this Agreement shall be in writing and shall be delivered to the addresses set forth below by personal delivery, certified mail, return receipt requested, or nationally recognized overnight courier. Notice shall be deemed given on receipt.

12. AMENDMENTS; WAIVER; COUNTERPARTS

12.1 Amendments. This Agreement may be amended or modified only by a writing signed by authorized representatives of both parties. 12.2 Waiver. No waiver of any breach shall be effective unless in writing and signed by the waiving party. 12.3 Counterparts; Electronic Signatures. This Agreement may be executed in counterparts, each of which shall be deemed an original. Signatures transmitted electronically or by facsimile shall be binding.

13. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

13.1 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the state specified here: , without regard to conflict of laws principles.

13.2 Entire Agreement. This Agreement, including all exhibits and attachments, 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 oral or written.

13.3 Severability. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the remaining provisions shall remain in full force and effect and the parties shall negotiate in good faith a substitute provision to effect the original intent.

ADDITIONAL PROVISIONS

Client:

By:

Date:

Service Provider:

By:

Date:

Enter text✕

What the Professional Services Creation Agreement Covers

A Professional Services Creation Agreement is a written contract that defines the relationship between a service provider and a client for the delivery of professional services. It specifies the parties, scope of work, deliverables, timeline, fees, payment terms, intellectual property rights, confidentiality, and termination conditions. The agreement creates clear expectations for performance and payment, assigns responsibilities, and reduces disputes by documenting acceptance criteria, inspection and approval processes, and change-order procedures. It is commonly used for consulting, technical services, creative work, and project-based engagements.

Why This Agreement Matters for Project Clarity and Risk Control

Using a Professional Services Creation Agreement reduces ambiguity about deliverables, protects intellectual property, and defines payment and termination mechanics. It helps both parties manage scope changes and document remedies for missed milestones or quality issues.

Why This Agreement Matters for Project Clarity and Risk Control

Typical Users and Stakeholders

This agreement is used by businesses and independent providers to formalize service engagements and by legal, procurement, and project teams to manage risk and payment terms.

  • Independent consultants and small agencies providing project-based services to businesses.
  • Corporate procurement and vendor managers creating standardized vendor terms.
  • In-house legal or contracts teams reviewing liability, IP, and confidentiality provisions.

Signers usually include the authorized representative of the service provider and an authorized representative of the client; signature authority is addressed elsewhere on this page.

Who Can Sign and What Roles They Play

Provider Representative

CEO, managing partner, or an authorized officer who has authority to bind the service provider and accept payment, warranty, and liability provisions on behalf of the company.

Client Representative

Procurement manager, VP of operations, or named contract signatory who can approve scope, confirm budget availability, and commit the client to payment and acceptance provisions.

Core Elements to Include in the Agreement

A well-drafted Professional Services Creation Agreement contains discrete sections that allocate risk, define the work, set payment terms, and protect proprietary interests. Each element should be clear and measurable to reduce interpretation disputes.

Parties

Identify legal names and entity types for each party, include business addresses, and specify the authorized signatories to avoid later challenges to contract validity.

Scope of Work

Describe tasks, deliverables, acceptance criteria, and exclusions. Use exhibits or a statement of work (SOW) for detailed technical descriptions and define how change orders are handled.

Compensation

Specify fees, billing schedule, invoicing requirements, expenses reimbursement rules, late payment interest, and any retainers or milestone payments.

Timeline

Set a project schedule with milestones, delivery dates, review windows, and remedies for missed dates including extensions and liquidated damages if applicable.

Intellectual Property

Allocate ownership of work product, define licenses retained by each party, and include provisions for third-party materials and open-source components.

Liability & Termination

Limitations of liability, indemnities, insurance requirements, termination for convenience or cause, and post-termination obligations such as data return or transition assistance.

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

Follow these steps to prepare the agreement, collect approvals, and obtain valid signatures from both parties.

  • 01
    Draft: Populate parties, scope, compensation, and timelines with precise language.
  • 02
    Internal Review: Send to legal and finance for risk, IP, and payment-term review.
  • 03
    Client Review: Share draft with client stakeholders and reconcile redlines.
  • 04
    Execute: Obtain authorized signatures and retain fully executed copy for records.

Configuring an Online Signing Workflow

When using an eSignature platform, configure authentication, signer order, and notifications to match your approval process and compliance needs.

Field Configuration
Authentication Method Email link, SMS code, or KBA depending on risk level
Signer Order Sequential or parallel to match approval hierarchy
Conditional Fields Show or hide fields based on answers to key questions
Template Library Use standardized templates to ensure consistent clauses

Typical eSigning Flow for Professional Services Agreements

A streamlined eSigning process reduces turnaround time while preserving an auditable record of consent and execution events.

  • Upload Document: Add the agreement PDF or DOCX to the eSignature platform.
  • Place Fields: Insert signature, date, and initial fields where required.
  • Add Signers: Enter signer names, emails, and authentication level.
  • Send for Signature: Platform routes documents and records timestamps and IP addresses.

Technical Considerations for Digital Completion and Delivery

Ensure the chosen eSignature platform supports required authentication, integrations, and compliance features before routing for signature.

  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Formats Supported: PDF, DOCX, HTML, Excel
  • Authentication: Email, SMS, KBA, and advanced signer verification

Match platform capabilities to your security, audit, and records retention needs and verify any required BAAs or compliance addenda.

Common Preparation Mistakes to Avoid

  • Vague scope descriptions that leave deliverables and acceptance undefined, leading to disputes over completion.
  • Omitting payment mechanics or late-fee terms, which complicates collections and cash-flow forecasting.
  • Failing to identify the correct legal entity or signatory, causing enforceability or vendor onboarding delays.
  • Not addressing IP ownership or licensing, which creates post-engagement disputes about deliverables reuse.

Key Risks and Legal Consequences of Errors

Tax Reporting Penalties: IRC §6721 penalties can apply for incorrect or late information returns
I-9 Violations: 8 CFR §274a.2 paperwork fines range from $281–$2,789 per violation
Contract Disputes: Ambiguous terms can lead to breach claims and litigation costs
IP Ownership Risk: Undefined ownership may forfeit rights to use or license deliverables
Confidentiality Breach: Loss or exposure of sensitive data may trigger liability and remediation costs
Regulatory Noncompliance: Industry rules (HIPAA, FERPA, SEC) can impose fines and corrective actions

Typical Timeframes and Deadlines to Specify

Include clear calendar deadlines for performance, invoicing, and termination notice to reduce disputes and enable automated reminders.

Effective Date:

Date the agreement becomes operative, entered as MM/DD/YYYY

Milestone Dates:

Set fixed delivery or approval dates for each deliverable

Invoice Due Dates:

Specify terms such as Net 30, Net 45, or milestone-based payment schedules

Change-Order Response:

Define review and approval windows, commonly 10–14 business days

Termination Notice:

Specify notice period, commonly 30 days for convenience terminations

Key Project Milestones from Contract to Start

A simple milestone sequence helps stakeholders track progress from drafting through project launch.

01

Drafting

Prepare initial agreement and attach the statement of work and exhibits.

02

Internal Approval

Legal and finance review and approve contract terms and budget.

03

Execution

Obtain authorized signatures from both parties; capture audit trail.

04

Project Start

Begin services per the agreed start date and initial milestone.

How This Agreement Differs from Similar Documents

Compare the Professional Services Creation Agreement with related contract types to choose the right format for your engagement.

Criteria Professional Services Agreement Statement of Work
Purpose defines full contract defines specific deliverables
Typical Length longer shorter
Use of Exhibits usually yes
Signature Requirement both parties sign usually appended to master contract

eSignature Vendor Pricing and Feature Comparison

Common criteria for selecting an eSignature vendor include price, trial availability, bulk send, audit trail, HIPAA support, and any envelope or usage caps.

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 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
Envelope Cap No cap 100 envelopes/user/yr Varies by plan Varies by plan Varies by plan

Security and Compliance Controls to Look For

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Certifications: SOC 2 Type II; ISO 27001 available
HIPAA Support: BAA available for protected health information
Audit Trail: Comprehensive timestamped event logs
21 CFR Compliance: 21 CFR Part 11 capabilities supported
Data Privacy: GDPR and CCPA-compliant controls

Frequently Asked Questions

Answers to common questions about enforceability, execution, revisions, and storage for Professional Services Creation Agreements.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users