Referral Agreement Checklist: 10 Essential Things to Include

Referral Agreement Checklist

Use this checklist to ensure your referral agreement covers all essential elements:

1. Party Information — Full legal names, addresses, and contact details of all parties
2. Effective Date — When the agreement starts and its duration
3. Scope of Work — Detailed description of services, products, or obligations
4. Payment Terms — Amounts, schedules, methods, and late penalties
5. Deliverables — Specific outputs, milestones, and acceptance criteria
6. Confidentiality — NDA provisions and information handling
7. Intellectual Property — Ownership of work product and licensing
8. Termination — Conditions for ending the agreement and notice period
9. Liability & Indemnification — Risk allocation and insurance requirements
10. Dispute Resolution — Mediation, arbitration, or litigation terms

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