Retainer & Fees
State the retainer amount, how fees are drawn, hourly or flat billing, and whether expenses are advanced or reimbursed; include billing frequency and refund policy.
A written retainer reduces misunderstandings about scope, fees, and timelines, and gives the attorney and client a clear roadmap for court filings and agency steps.
The agreement helps all parties align on fees, responsibilities, and the sequence of legal steps required by the court and agency.
State the retainer amount, how fees are drawn, hourly or flat billing, and whether expenses are advanced or reimbursed; include billing frequency and refund policy.
Describe tasks the attorney or agency will perform: counsel, preparation of petitions, court appearances, liaison with agencies, home study coordination, and post-placement supervision if applicable.
List documents and actions the client must provide or complete, such as background checks, financial disclosures, home study access, and timely responses to requests.
Identify anticipated third-party fees such as court filing fees, notary charges, home study fees, translation or travel costs, and how they will be invoiced.
Address confidentiality of case records and data handling, and note any required authorizations for sharing records with agencies, courts, or healthcare providers.
Explain how either party may terminate representation, retainer accounting on termination, dispute resolution method, and the governing state law.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel as required |
| Authentication | Email-only, SMS code, or stronger method |
| Payment Collection | Enable payment field if accepting retainer online |
| Document Storage | Auto-save executed PDF to secure folder |
Ensure the platform supports audit trails, secure storage, and any compliance measures required for sensitive adoption records.
Due at engagement to begin work.
Home study typically scheduled within weeks to months.
File when required documents and reports are complete.
Submit agency or social worker reports by filing date.
Scheduled by court after required prerequisites.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |