Contract template

Retainer agreement template

Turn a good client into recurring income. This retainer agreement sets the monthly scope, fee, and hours clearly — so a retainer stays predictable, not unlimited.

A retainer gives you predictable monthly income in exchange for a set amount of work or availability. The key to a retainer that works is a clear agreement — otherwise it slowly expands until you’re working far more than you’re paid for.

This template pins down what the client gets each month, what they pay, and what happens when they need more.

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Monthly Retainer AgreementKliv∞ Templates
This is a plain-language starting template, not legal advice. Adapt it to your situation and, for high-value or unusual work, have a qualified professional review it under your local law before you rely on it.

How to use this template

  1. 1Copy the template and define the monthly scope precisely (hours or deliverables).
  2. 2Set the fee, payment date, and minimum term.
  3. 3Decide clearly whether unused hours roll over.
  4. 4Both parties sign; review the scope every few months as needs change.

Tips

  • Cap the monthly scope in writing — it’s the main defence against retainer creep.
  • Bill in advance; a retainer’s whole value is predictable, upfront income.
  • State a response time so the client feels the priority they’re paying for.

Retainer agreement FAQs

A written monthly scope cap, tracking delivery against it, and an extra-work clause that bills anything beyond the scope separately.

Yes — the point of a retainer is predictable, upfront income. Bill at the start of each month.

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