What’s inside the Retainer Agreement.
12 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1A cover with the agreement name, both parties, the dates and reference, and the monthly hour bank drawn as tiles
- 2Page 2The short version in six plain-English points and a key terms table with the clause for each
- 3Page 3Contents, the parties and background, and the defined terms
- 4Page 4Clauses on the term, the Services and the hour bank, with what does and doesn't count against it
- 5Page 5Rollover rules with a drawn month-by-month example, and requests with a response-time table
- 6Page 6Client responsibilities, monthly reporting, fees and payment, and overage
- 7Page 7Expenses, the yearly rate review, changing tier, intellectual property and confidentiality
- 8Page 8Data protection, warranties, the liability cap, insurance and non-solicitation
- 9Page 9Termination and its effect, force majeure, notices and general terms
- 10Page 10Schedule 1: the three retainer tiers side by side, rates outside the bank and the chosen tier
- 11Page 11Schedule 2: services in scope and what each monthly report shows, with a sample
- 12Page 12Signatures: e-signature cards for both parties and what happens after signing
When to use it.
Retainer Agreement is a 12-page monthly retainer contract for agencies and freelancers who give ongoing marketing and design support. It opens with a plain-English summary and a key terms table, then sets out 25 numbered clauses covering included hours, what counts against them, rollover, response times, overage, rate reviews and termination. Two schedules compare three retainer tiers and list the services in scope, with a sample monthly report. It ends on a signature page with e-signature blocks for both parties.
Made for
- Agencies signing new clients
- Freelancers and contractors
- Consultants and advisers
- Founders and small businesses
Make it yours in four steps.
Open it in Proposals and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Replace the highlighted details with your own: party names, addresses, dates and rates.
- Step 2
Set your tiers, hours and fees in Schedule 1, then check the matching numbers in the summary, key terms and clauses 4, 5, 9 and 10.
- Step 3
Adjust the services in scope and the response-time table to fit how your team works.
- Step 4
Have it reviewed for your jurisdiction, then send it for e-signature from the signature page.
Start from the Retainer Agreement now.
Questions about this template.
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Is the Retainer Agreement template free?
Yes. Create a free account and it opens in Docsiv's Proposals app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Manrope and Martian Mono with #f6f5ee, #173d2c, #34443b, #c9ef4b, #ecf6c9, #2d5c45, #ecebe0, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Proposals in Docsiv offers: Proposal pages, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the retainer agreement for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Can my client sign it?
Yes, on the Pro and Team plans: send the proposal for e-signature from Docsiv and follow it under Signatures. E-signatures aren't included on the Free plan.
Start your contract with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your retainer agreement for you to edit, share and send.