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1. Non-Competition: Restrictions on competing activities during and after the engagement - optional based on industry sensitivity

2. Non-Solicitation: Restrictions on soliciting clients or employees - optional based on business risk

3. Insurance Requirements: Professional liability and other insurance requirements - optional based on service risk level

4. Substitute Services: Right to provide substitute personnel - optional based on service nature

5. Equipment and Resources: Provision of equipment and resources - optional based on service delivery requirements

6. Performance Reviews: Periodic review of services and KPIs - optional for long-term engagements

7. Training and Orientation: Required training or orientation processes - optional based on service complexity

1. Schedule 1 - Detailed Service Description: Comprehensive list and description of services covered under the retainer

2. Schedule 2 - Fee Schedule: Detailed breakdown of retainer fees, hourly rates for additional work, and expense policies

3. Schedule 3 - Service Levels: Detailed service level agreements including metrics and measurement methods

4. Schedule 4 - Key Personnel: List of key personnel involved in service delivery and their roles

5. Appendix A - Data Processing Agreement: GDPR-compliant data processing terms and conditions

6. Appendix B - Security Requirements: IT and data security requirements and protocols

7. Appendix C - Reporting Templates: Standard templates for activity reporting and invoicing