Who it's for
Use this if you are small agencies providing the same services every month for a fixed monthly fee.
A Pro template. You can fill it in and preview it for free; creating it needs AgreeVia Pro.
Status
This template is in beta while a solicitor reviews it before public launch. In the app it is marked as a draft and every page of the PDF is stamped DRAFT until it is published. It is a starting point, not legal advice.
What it covers
- The monthly services and a start date, running month to month
- A monthly fee invoiced in advance, and when the client pays
- Notice to end, an optional minimum term, and ending for serious breach
- Intellectual property, confidentiality, liability and general terms
What you fill in
- Your agency and the client's details
- What the agency does each month
- Start date and monthly fee
- Optional: hours included each month and the rate for extra hours
- Payment terms: 7, 14 or 30 days
- Notice period: 30, 60 or 90 days
- Governing law: England and Wales, or Scotland
Clauses you can switch on or off
Each optional clause shows its full wording before you decide. Defaults are shown in brackets.
- Monthly hours cap (off)
- Fees exclude VAT (on)
- Late payment interest (on)
- Minimum term: 3, 6 or 12 months (off)
- Client owns deliverables once paid (on)
- Portfolio use (off)
- Confidentiality (on)
- Cap on liability (on)
Then send it to sign
- Fill it inAnswer a few plain questions and switch optional clauses on or off. You see a preview before anything is created.
- Add who signsChoose people from your contacts, or send a link by email to anyone else.
- They sign on their phoneSigners open the link in their browser and sign. They don't need an account or the app.
- Keep the proofEveryone gets the signed PDF. Every view and signature goes into a tamper-evident audit trail, and you can generate an evidence package and check the document at agreevia.co.uk/verify.
Every template lets you choose England and Wales or Scotland as the governing law. Templates are provided for general use and are not legal advice.
Get started
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