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Contents
  • Scope of Services
  • Engagement & Hours
  • Payment Terms
  • Time Tracking & Reporting
  • Communication
  • Confidentiality & Data Security
  • Access & Credentials
  • Intellectual Property
  • Independent Contractor Status
  • Non-Solicitation
  • Term & Termination
  • General Provisions
  • Signatures
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Scope of ServicesEngagement & HoursPayment TermsTime Tracking & ReportingCommunicationConfidentiality & Data SecurityAccess & CredentialsIntellectual PropertyIndependent Contractor StatusNon-SolicitationTerm & TerminationGeneral ProvisionsSignatures
LogicFrame
Legal Template
Prepared for
Sam Ibrahim
SERVICE AGREEMENT

Virtual Assistant Service Agreement

Sets out the scope, hours, payment, and data-handling terms for an ongoing virtual assistant engagement. Built for VAs, administrative freelancers, and remote support specialists on a monthly retainer.

01

Scope of Services

This Agreement (Agreement No. VA-2026-009) is entered into as of 04 Aug 2026 (the “Effective Date”) between Renee Alvarez, Virtual Assistant, Admin & Ops Support (“Contractor”), and Harbor & Co. Consulting (“Client”). This is an Monthly Retainer engagement for the virtual assistant services described below.

Included in this retainer

Inbox management and email triage
Calendar scheduling and meeting coordination
Data entry and CRM updates
Light social media scheduling

Not included (quoted separately or added by written change order)

01Financial advice or bookkeeping
02Legal interpretation or contract drafting
03Direct customer phone support
04Website or software development

Tools, volume & quality standards

Tools & software usedGmail, Google Calendar, Notion, HubSpot — provided by Client unless noted
Volume guidelineApproximately 30–40 emails/day, 5–8 scheduling requests/week
Quality standardAll correspondence proofread with zero spelling/grammar errors; data entry at 99% accuracy

Scope may be modified only by mutual written consent. Any change affecting hours or compensation must be documented and agreed by both parties before it takes effect.

02

Engagement & Hours

Hours per month40
Rate$35/hr
Rollover policyUp to 8 unused hours roll to the next month; hours beyond that expire

This engagement begins 04 Aug 2026 and continues monthly until ended under Section 11. Either party may request a change in monthly hours with 14 days’ written notice.

Rush requests. Work requested with less than 24 hours’ turnaround may be billed at 1.5x the standard rate, agreed before the work begins.

03

Payment Terms

Billing scheduleInvoiced monthly, on the 1st, for the prior month's hours
Payment methodBank transfer or Wise, in USD
Payment dueNet 7 from invoice date
Late fee1.5% per month on overdue balances
Retainer / depositFirst month due before work begins

Contractor may pause work if payment is more than 7 days overdue, upon written notice, without breaching this Agreement.

04

Time Tracking & Reporting

Hours are logged using Toggl and shared with Client weekly, itemized by task. Client may request a time log at any point during the billing period.

05

Communication

Day-to-day communication happens over the channels below. Formal requests and documentation are always confirmed by email.

SlackDay-to-day requests and quick questions · Within 4 business hours
AsanaTask assignment and tracking · Daily check-in
EmailFormal requests and documentation · Within 1 business day

Working hours: Mon–Fri, 9am–5pm EST. Requests outside this window are addressed the next business day unless flagged as a rush request under Section 02.

06

Confidentiality & Data Security

Confidential information includes Client’s client lists, login credentials, financial data, internal communications, and business strategy — anything not publicly available that Contractor accesses in the course of this engagement.

Security requirements

01Unique, secure passwords on all devices accessing Client systems
02Two-factor authentication enabled wherever it’s available
03Work performed only on secure, password-protected networks — no public Wi-Fi for Client system access
04Sensitive files encrypted at rest

On termination, Contractor will delete all Confidential Information and Client credentials from personal devices, cloud storage, and physical copies within 5 business days, and confirm this in writing on request.

This clause does not apply to information that is or becomes public through no fault of Contractor, was already known to Contractor, or must be disclosed by law.

07

Access & Credentials

Credential sharing method1Password shared vault — no credentials sent by email or chat
Systems accessedGmail, HubSpot CRM, shared Google Drive

All access is revoked and shared credentials rotated by Client within 2 business days of termination.

08

Intellectual Property

All content, documents, and materials Contractor produces specifically for Client under this Agreement are Client’s property upon payment. Contractor retains rights to its own pre-existing templates, checklists, and internal tools used to deliver the work, and may reuse them for other clients.

09

Independent Contractor Status

Contractor is an independent contractor, not an employee, partner, or agent of Client. Contractor manages their own taxes, equipment, schedule, and insurance, and is free to provide services to other clients. Nothing in this Agreement creates an employment relationship, partnership, or joint venture.

10

Non-Solicitation

During this engagement and for 6 months after, neither party will solicit the other’s clients or contractors introduced through this engagement for a directly competing purpose. This clause does not restrict Contractor from working with other clients in the same or different industries.

11

Term & Termination

Either party may terminate this Agreement with 14 days’ written notice, or immediately for uncured material breach not fixed within 7 days of written notice describing it.

On termination: Client pays for all hours worked through the termination date; Contractor submits a final invoice within 7 days, payable per Section 03; access and credentials are handled per Section 07; and data is deleted per Section 06.

Confidentiality, data deletion, intellectual property, non-solicitation, and governing law survive termination of this Agreement.

12

General Provisions

Governing law. This Agreement is governed by the laws of the State of Texas, USA, without regard to conflict-of-law rules.

Disputes. The parties will attempt good-faith negotiation for 10 days; unresolved disputes may proceed to mediation and, if still unresolved, binding arbitration in the jurisdiction above.

Force majeure. Neither party is liable for delay caused by events beyond reasonable control, provided prompt notice is given.

Entire agreement. This document is the entire agreement between the parties and supersedes prior discussions. Amendments must be in writing and signed by both parties. May be signed electronically, including in counterparts.

13

Signatures

By signing below, both parties agree to the terms of this Agreement.

Contractor: Renee Alvarez

Title: Virtual Assistant, Admin & Ops Support

Awaiting signature

Date: ___________________________

Client: Sam Ibrahim

Title: Founder

Awaiting signature

Date: ___________________________

This Agreement is governed by the laws of the State of Texas, USA. Both parties consent to exclusive jurisdiction in the courts named herein.

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