Agreement Pro Toolkit
A complete toolkit for established businesses, including an annual engagement agreement and an in-depth engagement completion review
Get started with PocperA complete toolkit for established businesses, including an annual engagement agreement and an in-depth engagement completion review
Get started with PocperThis agreement sets out the terms of a twelve (12) month engagement under which the Provider will deliver the services described below to the Client. It becomes effective only when BOTH parties have signed. Either party may sign in-app or print, sign, and upload a countersigned scan.
Provider (full legal name or company):
Provider address:
Provider registration / tax ID:
Client (full legal name or company):
Client address:
Client registration / tax ID:
Term start date:
Term end date:
This engagement runs for twelve (12) months from the term start date. It does not renew automatically: no later than thirty (30) days before the term end date, the parties will confirm in writing whether to renew for a further term and on what terms.
Both parties acknowledge the term and renewal mechanics above.
Services the Provider will deliver during the term:
Service area | Description | Frequency |
Work outside the table above is out of scope and requires a written change order agreed by both parties before it begins.
Both parties acknowledge the scope of services and the change-order requirement above.
Fee schedule for the term:
Item | Amount | Billing cycle |
Invoices are payable within fourteen (14) days of the invoice date. Out-of-pocket expenses (travel, third-party fees, materials) approved in advance by the Client are billed separately at cost. Late amounts may be suspended from service after seven (7) days written notice.
Both parties acknowledge the fee schedule and payment terms above.
The Provider will perform the services with reasonable skill and care, keep the Client informed of material progress and issues, and give prompt notice of anything likely to delay delivery. The Client will provide timely access to the information, materials, approvals, and personnel reasonably needed for the services, and will respond to requests within five (5) business days.
Both parties acknowledge and accept the responsibilities above.
Each party will keep confidential all non-public information received from the other in connection with this engagement and will use it only to perform or receive the services. This obligation survives the end of the engagement for three (3) years.
Both parties acknowledge and agree to the confidentiality obligations above.
Either party may terminate this engagement on thirty (30) days written notice, or immediately if the other party materially breaches this agreement and fails to cure the breach within fourteen (14) days of written notice. Upon termination, the Client pays for services rendered and approved expenses incurred up to the termination date, and each party returns or deletes the other’s confidential information on request.
Both parties acknowledge the termination terms above.
I have read and understood each section of this agreement.
I have had the opportunity to ask questions and seek independent advice.
I consent to electronic signatures having the same legal effect as handwritten signatures.
Provider — printed name:
Date:
Client — printed name:
Date:
Optional — upload a countersigned scan or supporting document:
This template is provided for reference only and does not constitute legal advice. Consult qualified counsel before relying on this document.
The Annual Engagement Agreement template is a ready-to-use form from Pocper's Agreement Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.