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 under which the Provider will deliver services to the Client. It becomes effective only when BOTH parties have signed below. 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:
Effective date:
Expected completion date:
Services the Provider will deliver:
Items specifically NOT included in this engagement (out-of-scope work, future revisions, third-party costs):
Fee structure (Provider selects when drafting):
- Hourly — billed in increments of 0.25 hour
- Fixed fee — single agreed amount for the defined scope above
- Monthly retainer — recurring fixed monthly amount
- Milestone-based — invoices issued at each defined deliverable
Agreed amount or rate:
Currency:
Payment terms (days from invoice):
Out-of-pocket expenses (travel, third-party fees, materials) are billed separately and reimbursed at cost.
Deliverables and acceptance criteria:
Client will review each deliverable within 10 business days and either accept it in writing or provide specific change requests.
Deliverables not rejected in writing within the review period are deemed accepted.
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 termination for three (3) years.
Both parties acknowledge and agree to the confidentiality obligations above.
Upon full payment, Provider assigns to Client all rights in the final deliverables created specifically for Client under this engagement, excluding any pre-existing tools, libraries, or generic know-how, which Provider retains and licenses to Client on a non-exclusive basis solely to use the deliverables.
Both parties acknowledge the intellectual property allocation above.
Either party may terminate this engagement on 14 days written notice. Upon termination, Client pays for services rendered and approved expenses incurred up to the termination date.
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 Service 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.