tiktok³ÉÈË°æ

All Countries
Legal Services
Referral Contract Agreement

Referral Contract Agreement Template for Canada

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Referral Contract Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Referral Contract Agreement

"I need a Referral Contract Agreement for my software consulting company to establish a partnership with IT service providers who will refer clients to us, with a 15% commission structure and quarterly payments, starting March 2025."

Celebrated by
Collaborations with
Investors
Document background
The Referral Contract Agreement is essential for businesses operating in Canada that wish to establish formal referral partnerships. This document is typically used when companies or professionals want to create a structured system for referring business opportunities to each other in exchange for compensation. It addresses key aspects such as referral fee structures, tracking mechanisms, and payment terms while ensuring compliance with Canadian federal and provincial regulations. The agreement is particularly important in regulated industries where referral arrangements must meet specific legal requirements. It includes provisions for privacy protection under PIPEDA, compliance with competition laws, and industry-specific regulations. The document helps minimize risks by clearly defining the scope of the referral relationship, establishing performance expectations, and outlining dispute resolution procedures.
Suggested Sections

1. Parties: Identification of the referring party and the recipient of referrals, including full legal names and addresses

2. Background: Context of the agreement, business relationship, and purpose of the referral arrangement

3. Definitions: Key terms used throughout the agreement, including 'Referral', 'Referral Fee', 'Qualified Lead', etc.

4. Scope of Agreement: Details of what constitutes a valid referral and the territory or market covered

5. Referral Process: Step-by-step process for making and accepting referrals

6. Compensation: Structure of referral fees, payment terms, and calculation methods

7. Obligations of Referring Party: Duties and responsibilities of the party making referrals

8. Obligations of Recipient: Duties and responsibilities of the party receiving referrals

9. Confidentiality: Protection of confidential information exchanged during the referral process

10. Term and Termination: Duration of agreement and conditions for termination

11. Representations and Warranties: Basic promises and guarantees made by each party

12. General Provisions: Standard legal clauses including governing law, notices, and amendment procedures

Optional Sections

1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees. Include when protecting client relationships is crucial.

2. Exclusivity: Establishes whether the referral arrangement is exclusive. Include when parties want territorial or industry exclusivity.

3. Intellectual Property: Governs use of trademarks and marketing materials. Include when branding and marketing are significant components.

4. Data Protection: Detailed privacy and data handling requirements. Include when significant personal data is involved.

5. Training and Support: Requirements for training or support in the referral process. Include for complex products or services.

6. Regulatory Compliance: Industry-specific compliance requirements. Include for regulated industries.

7. Marketing and Promotion: Guidelines for marketing the referral relationship. Include when joint marketing is planned.

8. Dispute Resolution: Specific procedures for resolving disputes. Include when parties want to specify mediation or arbitration.

Suggested Schedules

1. Schedule A - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and payment terms

2. Schedule B - Referral Process Workflow: Detailed step-by-step process flow for handling referrals

3. Schedule C - Approved Marketing Materials: Templates and guidelines for referral marketing

4. Schedule D - Service Level Agreement: Performance metrics and response time requirements

5. Appendix 1 - Contact Information: Key contacts and escalation procedures for both parties

6. Appendix 2 - Compliance Checklist: Industry-specific compliance requirements and procedures

7. Appendix 3 - Reporting Templates: Standard forms for tracking and reporting referrals

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions





























Clauses






























Relevant Industries

Professional Services

Financial Services

Real Estate

Insurance

Technology

Healthcare

Education

Marketing and Advertising

Consulting

Legal Services

Information Technology

Telecommunications

Business Services

Retail

Relevant Teams

Legal

Business Development

Sales

Compliance

Operations

Marketing

Finance

Partnership Management

Executive Leadership

Risk Management

Contract Administration

Relevant Roles

Business Development Manager

Sales Director

Partnership Manager

Chief Executive Officer

Chief Operating Officer

Legal Counsel

Compliance Officer

Marketing Director

Channel Manager

Account Executive

Business Owner

Managing Partner

Operations Manager

Strategic Alliance Manager

Sales Operations Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Hybrid Fee Agreement

A Canadian legal services agreement combining fixed fee and contingency fee structures, compliant with provincial Law Society requirements.

find out more

Mandate And Fee Agreement

A Canadian law-compliant agreement establishing professional service relationships, detailing service scope, responsibilities, and fee arrangements between service providers and clients.

find out more

No Win No Fee Agreement

A Canadian legal agreement establishing a contingency fee arrangement where legal fees are only payable upon successful resolution of the case.

find out more

Service Fee Agreement

A Canadian-law governed agreement establishing service provision terms and fee arrangements between service provider and client.

find out more

Fixed Fee Agreement

A Canadian-compliant contract establishing a fixed fee arrangement for specified services, with defined scope and payment terms.

find out more

Real Estate Commission Agreement Form

A Canadian-compliant agreement establishing commission terms and service scope between real estate professionals and their clients.

find out more

Finder's Fee Agreement For Raising Capital

A Canadian-compliant agreement establishing terms for compensating intermediaries who assist in raising capital through investor introductions.

find out more

General Contractor Agreement Cost Plus Fee

Canadian-law governed construction agreement establishing a cost-plus fee arrangement between owner and general contractor, including cost reimbursement and fee structure.

find out more

Client Retainer Agreement

A Canadian-law governed agreement establishing the terms of engagement between a law firm and client, including service scope, fees, and mutual obligations.

find out more

Non Refundable Fee Agreement

A Canadian-law compliant agreement establishing terms for non-refundable fees charged for specific services, protecting both service provider and client interests.

find out more

Tuition Grant Agreement

A Canadian-law governed agreement establishing terms for educational financial assistance, defining grant conditions and student obligations.

find out more

Hourly Fee Agreement

A Canadian-compliant agreement establishing terms and rates for hourly-based professional services, including billing procedures and service delivery requirements.

find out more

Consultant Referral Agreement

Canadian-law governed agreement establishing terms for consultant referral relationships, including referral processes, fees, and obligations.

find out more

Professional Fee Agreement

A Canadian-compliant agreement establishing terms, conditions, and fee arrangements for professional services delivery.

find out more

General Retainer Agreement

A Canadian legal document establishing the terms and conditions of ongoing legal representation between a law firm and client, compliant with provincial law society requirements.

find out more

Broker Fee Contract

A Canadian-compliant agreement governing broker compensation and service terms, aligned with federal and provincial securities regulations.

find out more

Software Referral Agreement

A Canadian-law governed agreement establishing terms for software sales referral partnerships, including compensation and compliance requirements.

find out more

Non Refundable Retainer Agreement

A Canadian-compliant agreement establishing non-refundable retainer terms for professional services, securing upfront payment and service commitment.

find out more

Referral Contract Agreement

A Canadian-law governed agreement establishing terms and conditions for business referral relationships, including compensation and compliance requirements.

find out more

Referral Agent Agreement

A Canadian legal agreement establishing terms for business referrals between an Agent and Principal, including compensation and obligations under Canadian law.

find out more

Intermediary Fee Agreement

A Canadian-law governed agreement establishing terms, conditions, and fee arrangements between a principal and intermediary service provider.

find out more

Monthly Retainer Agreement

A Canadian-law governed agreement establishing terms for ongoing professional services provided on a fixed monthly fee basis.

find out more

Marketing Fee Agreement

A Canadian-law governed agreement establishing marketing service terms and fee arrangements between a service provider and client.

find out more

Split Fee Agreement

A Canadian-compliant agreement establishing terms for sharing professional fees between two or more parties, including payment terms and regulatory compliance.

find out more

Reservation Fee Agreement

A Canadian-law governed agreement establishing terms for reserving property through payment of a fee, with provisions for converting to a full purchase.

find out more

Rental Fee Agreement

A legally binding agreement governing property rental terms and fee structures in Canada, compliant with federal and provincial tenancy laws.

find out more

Success Fee Agreement

A Canadian-compliant agreement establishing performance-based compensation terms where payment is contingent upon achieving specific objectives.

find out more

Fee Share Agreement

A Canadian-law governed agreement establishing terms for fee sharing between parties, including calculation methods and payment terms.

find out more

Royalty Fee Agreement

A Canadian-law agreement establishing terms for royalty payments in exchange for intellectual property or resource usage rights.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.