Client Service Agreement

General Framework for Client Engagements

Last updated: October 2, 2026

Last Updated: October 1, 2026

1. Purpose

This Client Service Agreement (“Agreement”) establishes the general terms governing service relationships between 1st North Star Consulting (“1st North Star,” “we,” “us,” or “our”) and the client (“Client,” “you,” or “your”).

This Agreement is intended to support:

  • One-time projects
  • Custom projects
  • Recurring services
  • Managed virtual assistance
  • Website development
  • Digital marketing
  • Design
  • Content
  • Video
  • AI-assisted services
  • Agency fulfillment
  • Other approved digital services

Project-specific terms may be contained in a quotation, proposal, invoice, statement of work, service package, or order form.

Together, those documents form the service agreement between the parties.


2. Managed Service Relationship

The Client engages 1st North Star Consulting as the service provider.

The Client does not directly hire individual VAs, contractors, editors, designers, developers, or other production personnel unless separately agreed in writing.

1st North Star retains the right to:

  • Assign work internally
  • Reassign work
  • Use multiple personnel
  • Use subcontractors
  • Use specialists
  • Use software
  • Use AI-assisted tools
  • Use third-party systems

as reasonably necessary to fulfill the agreed project.


3. Scope of Services

The project scope will be defined by one or more of the following:

  • Proposal
  • Quotation
  • Service description
  • Order form
  • Invoice
  • Statement of work
  • Email confirmation
  • Written project brief

The scope may specify:

  • Deliverables
  • Schedule
  • Number of revisions
  • Fees
  • Milestones
  • Required client inputs
  • Technical features
  • Support period
  • Service duration

Work outside the defined scope is not automatically included.


4. Additional Work

Additional work may include:

  • New pages
  • New designs
  • Added functionality
  • New integrations
  • Additional content
  • Additional revisions
  • Increased volume
  • New platforms
  • New deliverables

Such work may require:

  • Additional fee
  • Revised quotation
  • Change order
  • Separate project
  • Additional milestone

5. Client Cooperation

The Client agrees to cooperate reasonably.

This includes providing:

  • Accurate information
  • Required files
  • Access credentials
  • Approvals
  • Feedback
  • Brand assets
  • Product information
  • Technical details
  • Content
  • Necessary permissions

Failure to provide these may delay the project.


6. Client Contact

The Client should designate an authorized contact person where appropriate.

1st North Star may rely on instructions provided by that person unless notified otherwise.


7. Communication

Normal project communication may occur through:

  • Email
  • Support system
  • Project management platform
  • Online forms
  • Video calls
  • Other approved communication channels

Document important project decisions in writing whenever possible.


8. Client Materials

The Client represents that it has the legal right to use and provide all materials supplied for the project.

The Client grants 1st North Star a limited license to use those materials solely to fulfill the project and provide related support.


9. Confidentiality

Each party may receive confidential information from the other.

Confidential information may include:

  • Business plans
  • Login details
  • Internal documents
  • Customer information
  • Pricing
  • Marketing data
  • Product information
  • Trade secrets
  • Non-public financial information
  • Internal processes

Each party agrees to use reasonable care to protect confidential information.

Confidential information should be used only for legitimate project purposes.


10. Exclusions From Confidentiality

Confidentiality obligations generally do not apply to information that:

  • Was already publicly available
  • Becomes public without breach
  • Was already lawfully known
  • Is independently developed
  • Is lawfully received from another source
  • Must be disclosed by law

11. Team and Contractor Access

The Client acknowledges that authorized personnel may require access to project information.

This may include:

  • Virtual assistants
  • Designers
  • Writers
  • Developers
  • Editors
  • Marketing personnel
  • Project coordinators
  • Quality reviewers
  • Specialized contractors

Access should be limited to what is reasonably needed to perform the project.


12. AI-Assisted Production

The Client acknowledges that certain services may involve artificial intelligence or automation.

AI may assist with:

  • Drafting
  • Design
  • Research
  • Coding
  • Image generation
  • Video
  • Transcription
  • Content repurposing
  • Automation
  • Data processing

AI output may require human review.

The Client should notify 1st North Star before work begins if confidential material must not be submitted to third-party AI systems.


13. Third-Party Platforms

The project may depend on third-party services, including:

  • WordPress
  • Hosting
  • Plugins
  • Themes
  • APIs
  • CRMs
  • Email platforms
  • Payment processors
  • Automation tools
  • AI systems
  • Social platforms

1st North Star does not control third-party providers.

The Client may be responsible for maintaining required subscriptions or licenses.


14. Credentials and Access

When system access is necessary, the Client should provide the minimum level of access reasonably required.

Where practical:

  • Create dedicated user accounts
  • Use temporary credentials
  • Use secure credential-sharing tools
  • Remove access after project completion

The Client should not send sensitive credentials through insecure channels where a safer alternative exists.


15. Project Schedule

Estimated schedules may depend on:

  • Client responsiveness
  • Project complexity
  • Third-party systems
  • Required approvals
  • Revision cycles
  • Production availability

Schedules may change when project requirements change.


16. Client Delays

If the Client delays the project by failing to provide required materials or approvals, 1st North Star may:

  • Pause the project
  • Reschedule production
  • Adjust deadlines
  • Require reactivation

17. Project Inactivity

If the Client is unresponsive for an extended period, the project may be placed on inactive status.

Reactivation may be subject to:

  • Current availability
  • Updated pricing
  • Reactivation fee
  • Payment of outstanding balances

18. Fees

The Client agrees to pay all fees stated in the applicable quotation, invoice, service package, or agreement.

Payment structures may include:

  • Upfront payment
  • Deposit
  • Milestones
  • Monthly recurring fees
  • Custom invoices

19. Deposits

Deposits may be used to reserve:

  • Staff time
  • Project capacity
  • Planning resources
  • Production scheduling

Refundability is governed by the applicable Refund & Cancellation Policy.


20. Milestone Billing

For larger projects, payment may be divided into milestones.

1st North Star may pause subsequent work until it receives the applicable milestone payment.


21. Late Payments

If an invoice becomes overdue, 1st North Star may:

  • Suspend work
  • Delay delivery
  • Restrict access
  • Pause recurring services
  • Decline new work

until payment is resolved.


22. Revisions

Included revisions are limited to reasonable changes within the original project scope.

New concepts, major direction changes, added functionality, or additional deliverables may be billed separately.


23. Review and Approval

The Client is responsible for reviewing deliverables before:

  • Publication
  • Launch
  • Advertising
  • Distribution
  • Commercial use

The Client should verify:

  • Accuracy
  • Pricing
  • Contact details
  • Claims
  • Legal statements
  • Product information
  • Technical details

24. Acceptance

Deliverables may be considered accepted when:

  • The Client provides written approval
  • The Client publishes or uses the deliverable
  • Included revisions are completed
  • The review period expires without objection

25. Intellectual Property

Subject to full payment and applicable third-party restrictions, ownership of eligible custom deliverables may transfer to the Client.


26. 1st North Star Materials

1st North Star retains ownership of pre-existing materials, including:

  • Templates
  • Frameworks
  • Processes
  • Internal systems
  • Libraries
  • SOPs
  • Workflows
  • Generic code
  • Business methods

unless expressly transferred.


27. Third-Party Materials

Third-party materials remain subject to their own licenses.

These may include:

  • Fonts
  • Plugins
  • Stock media
  • Themes
  • Code libraries
  • Music
  • APIs
  • SaaS tools

The Client may be responsible for continued licensing.


28. Portfolio Rights

Unless confidentiality terms prohibit it, 1st North Star may request permission to display completed non-confidential work in its portfolio.

Obtain client permission before publicly disclosing confidential projects.


29. White-Label Services

For approved agency or business partners, services may be provided on a white-label basis.

Specific white-label arrangements may address:

  • Branding
  • Confidentiality
  • Client ownership
  • Communication
  • Deliverables
  • Pricing
  • Non-solicitation

30. Non-Solicitation

Where permitted by law and expressly agreed, the Client may be restricted from directly recruiting or hiring personnel introduced through 1st North Star for the purpose of bypassing the managed-service relationship.

Any such restriction should be specifically defined in the applicable agreement.


31. No Guaranteed Business Results

1st North Star does not guarantee:

  • Revenue
  • Profit
  • Leads
  • Rankings
  • Followers
  • Conversions
  • Traffic
  • Advertising returns
  • Search placement

unless specifically stated in writing.


32. Regulated Content

The Client is responsible for obtaining appropriate qualified review for content involving:

  • Legal matters
  • Medical matters
  • Financial matters
  • Tax matters
  • Investment matters
  • Regulatory compliance
  • Professional claims

33. Website Projects

For website projects, 1st North Star may use:

  • WordPress
  • Plugins
  • Themes
  • APIs
  • Open-source software
  • Custom code
  • Third-party integrations

Future compatibility with every third-party update cannot be guaranteed.


34. Maintenance

Website maintenance is not automatically included after project completion unless expressly stated.

Ongoing maintenance may require a separate service arrangement.


35. Backups

Where applicable, clients should maintain their own backups of important systems and files.

If backup services are included, their scope will be identified separately.


36. Security

Reasonable security practices may be used where applicable, but no system can be guaranteed completely secure.


37. Service Suspension

Services may be suspended for:

  • Nonpayment
  • Abuse
  • Unlawful activity
  • Repeated failure to cooperate
  • Security concerns
  • Material breach of agreement

38. Termination

Either party may terminate an ongoing relationship according to applicable cancellation terms.

Termination does not eliminate amounts already due.


39. Refunds

Refunds are governed by the Refund & Cancellation Policy and applicable project-specific terms.


40. Limitation of Liability

To the maximum extent permitted by law, 1st North Star is not liable for indirect, incidental, consequential, special, punitive, or speculative damages.

Where liability cannot be excluded, liability may be limited to amounts paid for the specific service giving rise to the claim, where permitted by law.


41. Client Indemnification

To the extent permitted by law, the Client agrees to indemnify 1st North Star against claims resulting from:

  • Unauthorized client-provided materials
  • Illegal client instructions
  • Client misuse of deliverables
  • Client violations of law
  • Client breach of this Agreement

42. Force Majeure

Neither party will be responsible for reasonable delays caused by events beyond reasonable control, including:

  • Natural disasters
  • War
  • Government action
  • Cyberattacks
  • Major outages
  • Telecommunications failures
  • Third-party platform failures

43. Independent Service Provider

Unless otherwise expressly agreed, 1st North Star provides services as an independent business entity.

Nothing in this Agreement automatically creates:

  • Employment
  • Partnership
  • Joint venture
  • Fiduciary relationship
  • Agency relationship

between the Client and individual members of our production team.


44. Governing Law

Unless otherwise agreed or prohibited by applicable law, this Agreement is governed by laws applicable to 1st North Star Consulting’s operations in the Philippines.

Mandatory rights in the Client’s jurisdiction may still apply.


45. Dispute Resolution

The parties should first attempt to resolve disputes in good faith through direct communication.

Where appropriate, disputes may proceed through:

  • Negotiation
  • Mediation
  • Arbitration
  • Court proceedings

according to applicable law and project-specific terms.


46. Electronic Acceptance

This Agreement may be accepted electronically.

Acceptance may occur through:

  • Digital signature
  • Typed full name
  • Checkbox acceptance
  • Email confirmation
  • Online form
  • Payment after presentation of terms

where legally valid.


47. Entire Agreement

The Client Service Agreement, together with applicable:

  • Terms of Service
  • Policies
  • Proposal
  • Quotation
  • Invoice
  • Statement of Work
  • Order form

constitutes the agreement governing the project.


48. Amendments

Document project-specific changes in writing.

Material scope changes may require a revised quotation or change order.


49. Severability

If any provision is found unenforceable, the remaining provisions will remain effective to the extent permitted by law.


50. Contact

1st North Star Consulting
Website: 1stNorthStarConsulting.com
Business Location: Philippines
Email: 1stnorthstarconsulting@inbox360.email


Client Acceptance

For online or custom projects, you can place the following at the bottom of the agreement form:

I confirm that I have reviewed and agree to the Client Service Agreement, Terms of Service, Privacy Policy, Refund & Cancellation Policy, and any project-specific scope or quotation provided to me.

Client Full Name: ______________________

Business / Company: ______________________

Email: ______________________

Project / Service: ______________________

Date: ______________________

Electronic Acceptance:
☐ I agree

This page is provided for general information. Questions about it? Contact us and we will be glad to clarify.