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Connect with over 2,000 popular apps and software to improve productivity and automate workflows
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When critical data is lost, time is of the essence. This Data Recovery Service Agreement template gives data recovery businesses a professional, legally sound framework to onboard clients quickly while protecting both parties throughout the recovery process.
Whether you're running a specialized data recovery lab, an IT services firm offering recovery as part of your portfolio, or a computer repair shop handling storage device failures, this template streamlines your intake process. It clearly outlines the media types you'll be working with, the scope of recovery attempts, your fee structure, confidentiality obligations, and what happens if data cannot be recovered.
The form captures all essential client and device information upfront—from contact details and device specifics to the nature of the data loss and urgency level. This eliminates back-and-forth emails and ensures you have everything needed to begin assessment immediately.
Data recovery pricing can be complex, especially when working with success-based or tiered fee models. This template includes built-in fields for outlining your diagnostic fees, recovery attempt costs, and success-based pricing tiers, ensuring clients understand exactly what they'll pay under different scenarios.
Equally important are the liability and confidentiality clauses built into the agreement. You'll clearly establish that you're not responsible for further data loss during legitimate recovery attempts, that all client data remains confidential, and what happens to devices and data when recovery is unsuccessful. These protections are essential for managing client expectations and minimizing disputes.
Once a client completes this form, you can use Papersign to automatically generate a formal service agreement document from their submission and send it for secure eSignature—creating a complete audit trail without printing, scanning, or manual document assembly.
From there, Stepper can automate your entire recovery workflow: notify your technical team, create a job ticket in your project management system, send the client a confirmation email with case number and estimated timeline, and trigger follow-up sequences based on recovery status. This means less administrative overhead and more time focused on actual data recovery work.
Data recovery involves handling sensitive and often business-critical information. This template helps you establish professional boundaries, document client consent, and maintain the organized records that insurance providers and business clients expect. With Paperform's SOC 2 Type II compliance and robust security features, you can confidently handle intake for even the most sensitive recovery cases.
Transform how you onboard data recovery clients—reduce paperwork, increase transparency, and protect your business with this comprehensive service agreement template.