Services Agreement (Provider-Side)
For agencies, consultants, bookkeepers and trades: sign once, add statements of work; deposit, suspension right, IVU and withholding clauses.
Who it is for
A service business — agency, consultant, bookkeeper, IT provider, designer, trades — that wants one fair set of terms to sign with every client, with each project on a one-page statement of work.
What is inside
- Services Agreement: Key Terms table (term, fees, deposit, invoicing, late payment and suspension, expenses, ownership, liability cap, notice) + 8 articles — scope and change orders, client responsibilities and acceptance, fees and taxes, IP (assignment or license on payment), confidentiality, warranty and limitation of liability, term and termination, general; Schedule 1 Statement of Work
- Instruction Sheet: the statement-of-work structure, deposits and suspension, taxes, ownership models, warranty and liability cap, after-signing practice, when the form is not enough
The first pages
Rendered from the actual form. Yellow fields are the ones you fill in; the rest is already written.
SERVICES AGREEMENT
The information in this table is incorporated into the Agreement that follows. Where the Agreement refers to an item "in the Key Terms," it means the entry below.
| Item | Entry |
|---|---|
| Provider — name, entity type and address | [PROVIDER NAME] · [PROVIDER ENTITY TYPE AND ADDRESS] |
| Client — name, entity type and address | [CLIENT NAME] · [CLIENT ENTITY TYPE AND ADDRESS] |
| Services | As described in Schedule 1 (the "Services") |
| Effective date | [EFFECTIVE DATE] |
| Term | [TYPE "Until the Services in Schedule 1 are completed" OR "One year from the effective date, renewing for further one-year periods unless either party gives" AND THE DAYS "days' notice before a renewal"] |
| Fees | [TYPE "A fixed fee of $" AND THE AMOUNT OR "$" AND THE RATE "per hour" OR "A monthly retainer of $" AND THE AMOUNT OR "The fee schedule in Schedule 1"] |
| Deposit | [TYPE "None" OR "$" AND THE AMOUNT "payable on signing, applied to the final invoice"] |
| Invoices and payment | Provider invoices [INVOICE FREQUENCY]; Client pays within [PAYMENT DAYS] days after the invoice date |
| Late payment | Interest at [LATE PAYMENT INTEREST RATE]% per year on overdue amounts; Provider may suspend after [SUSPENSION DAYS] days |
| Expenses | [TYPE "Included in the fees" OR "Reimbursed if pre-approved in writing and documented"] |
| Rights in the deliverables | [TYPE "Assigned to the Client on full payment" OR "Licensed to the Client on full payment for the Client's internal business use; Provider keeps ownership"] |
| Limit of Provider's liability | The fees paid under this Agreement during the [LIABILITY PERIOD IN MONTHS] months before the claim |
| Notice to end the Agreement without cause | [TERMINATION NOTICE DAYS] days' written notice by either party |
| Governing law and courts | Commonwealth of Puerto Rico; Court of First Instance, [JUDICIAL REGION] Part |
… the document continues for about 6 pages.
The instruction sheet
Every download includes a plain-language instruction sheet. This is how it opens.
INSTRUCTION SHEET
Services Agreement
This is the standard agreement a service business signs with its clients: a marketing agency, a consultant, an accounting or bookkeeping practice, an IT provider, a designer, a contractor in the trades, a cleaning or maintenance company. It is written from the provider's side — it protects the business that does the work and wants to be paid — while remaining fair enough that clients sign it. The agreement sets the general terms once; each engagement is then described in a short Statement of Work (Schedule 1), so the provider signs the agreement with a client one time and adds statements of work as projects come.
What it covers. Scope and changes; the client's responsibilities and the acceptance of deliverables; fees, deposits, invoices, taxes, late payment and the right to suspend; who owns the work (assigned or licensed to the client when paid for); confidentiality; a warranty with a limited remedy, a cap on liability and mutual indemnities; term and termination; and a non-solicitation of the provider's staff.
Use this form if: your business sells services to other businesses or to individuals acting in a business capacity, and you want one set of terms for all clients.
Use a different form if: you are the client hiring an individual freelancer (Form PR-GEN-02, the Independent Contractor Agreement, is written from the hiring side); you sell goods rather than services; or you sell to consumers for personal, family or household purposes, where consumer protection rules (DACO) apply and some of these terms would not be enforceable.
• Work in Microsoft Word (or any program that opens .docx files). Every field appears in yellow highlight inside square brackets, for example [PROVIDER NAME]. Replace the whole bracket — including the brackets themselves — with your information, and remove the yellow highlight (select the text, then Home → Text Highlight Color → No Color).
• Some fields offer choices, written as "OPTION A" OR "OPTION B", or begin with the word TYPE followed by the alternatives. Pick one, type that text in place of the entire bracket, and delete the alternatives.
• Complete the Key Terms once with your standard terms, save the result as your template, and then complete only the client fields and Schedule 1 for each client.
• Use the search function (Ctrl+F) to search for an opening square bracket when you are done. Dates: write them in full ("March 3, 2026"). Delete the cover page before signing.
Questions
What file do I get?
A zip with the Puerto Rico edition as Word (.docx) files in English and Spanish, plus the Instruction Sheet. Open in Microsoft Word, Google Docs or LibreOffice.
How do I complete it?
Open the Instruction Sheet first. Replace each yellow [BRACKETED FIELD] with your information, delete the options you do not use, delete the cover page, then print or e-sign.
Can I reuse it?
Yes. The license covers your own business and every company you own; it does not allow resale of the template itself.
Do I need a notary or a lawyer?
The Instruction Sheet says when a signature needs a notary and lists the situations where the form is not enough and an attorney should review it.
Refunds?
Digital downloads are final once delivered. The preview on this page is taken from the actual document so you can see what you are buying.