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Freelance

Retainer Agreement

A recurring monthly retainer agreement for ongoing freelance or consulting work — included hours, overage rate, and renewal terms.

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这是一份通用免费模板,正文为英文,不构成法律意见。请填写占位内容,并建议在正式使用前请律师审阅。

1. Parties & Effective Date

This Retainer Agreement ("Agreement") is entered into as of [Effective Date] between [Freelancer Name] ("Freelancer") and [Client Name] ("Client").

2. Retainer Scope

Each month, Freelancer will provide up to [Number] hours of [Type of Services] to Client (the "Retainer Scope"). Specific tasks will be assigned by Client and agreed to by Freelancer on an ongoing basis.

3. Retainer Fee & Payment

Client agrees to pay a fixed monthly retainer fee of [Amount], due on the [Day] of each month, regardless of the exact number of hours used that month.

4. Overage / Additional Work

Work requested beyond the Retainer Scope in a given month will be billed separately at [Overage Rate] per hour, or as a new project quote, subject to Client’s prior approval.

5. Term & Renewal

This Agreement begins on the Effective Date and automatically renews each month unless either party gives [Number] days’ written notice of cancellation.

6. Termination

Either party may terminate this Agreement with [Number] days’ written notice. Unused retainer hours do not roll over or carry a cash refund unless otherwise agreed in writing.

7. Independent Contractor Status

Freelancer is an independent contractor, not an employee of Client, and is responsible for their own taxes, insurance, and benefits.

8. Confidentiality

Each party agrees to keep confidential any non-public information received from the other in connection with this Agreement.

9. Governing Law & Signatures

This Agreement is governed by the laws of the State of [State / Jurisdiction].

Freelancer Signature: _______________________ Date: _______________

Client Signature: _______________________ Date: _______________

常见问题

免费下载,不需要注册,用这份模板签多少个留存客户都没有限制。

值得反复推敲的是超额工作条款——超出每月包含时数的工作会单独计费,所以一定要把超额费率和审批流程写清楚,否则范围蔓延就会变成纠纷而不是账单上的一行。另外要提前决定未使用的时数是否可以结转:这份模板默认不结转、不退款,这在留存费协议里是常见做法,但应该是双方明确协商的结果,而不是客户事后才发现的意外。

至少应该包括:留存费所包含的每月时数或工作范围上限、固定月费(无论实际使用多少时数都要支付)、超出该范围的工作对应的超额费率、自动续约条款以及双方如何取消协议,还有每月末未使用时数的处理方式。这份协议是为持续性、经常性的工作设计的,而不是一次性项目——这正是它区别于标准自由职业服务协议的地方。

下载PDF后可以用任意PDF编辑器填写月费、时数上限和超额费率;也可以通过"在线免费签署"加载进SignFastAi在线编辑发送。

这个页面就是留存费协议本身。让它被签署要靠 SignFastAi 的核心产品:上传填好的协议、放置签名栏位、发送安全链接给客户。

相关指南

  • Freelance Virtual Assistant Contract Guide

    Account access, data security, confidentiality, task scope, and billing — what a generic freelance template misses for VA work.

  • Freelance Social Media Manager Contract Guide

    Account access, ad spend liability, content ownership, and results disclaimers a generic template misses for social media work. Free template inside.

  • Freelance Consultant & Coach Contract Guide

    Scope creep, outcome disclaimers, confidentiality, and session policies — what a generic freelance template misses for consulting and coaching work.

  • Freelance Bookkeeper & Accountant Contract Guide

    Financial data confidentiality, account access, liability limits, and tax deadlines — what a generic freelance template misses for bookkeeping work.

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