Parties
Identify client(s) and the law firm or attorney using full legal names and business entities, and include contact information for billing and legal notices.
A written retainer clarifies fees, reduces disputes, and documents client consent to billing and scope. It creates a record for trust accounting, supports fee recovery, and helps meet professional obligations.
Use the agreement at intake, before billing, and whenever scope or fee arrangements materially change; ensure both parties retain a signed copy.
Identify client(s) and the law firm or attorney using full legal names and business entities, and include contact information for billing and legal notices.
Describe services in specific terms — e.g., 'defend client in civil litigation re: employment dispute' — and list excluded services or conditions that trigger a new agreement.
State hourly rates, blended rates, contingency percentages, flat fees, retainers, or hybrid models, and explain how rates apply to partners, associates, and paralegals.
Explain whether funds go to an IOLTA/trust account, how earned/unearned fees are determined, and the conditions and timing for refunds or transfers.
List reimbursable costs (filing fees, expert fees, travel), billing cycle (monthly), payment terms, late fees, and any interest on unpaid balances.
Set out termination rights, obligations on withdrawal, client duties on outstanding bills, and choice-of-law or arbitration provisions if any.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link or SMS code; consider stronger ID for high-risk matters |
| Signature Placement | Add signature, initial, and date fields where required |
| Reminders | Enable automatic reminders and set cadence |
| Retention Settings | Store signed PDF and audit trail for minimum retention period |
Ensure platforms used support ESIGN/UETA compliance, secure storage, and create audit logs for signature events.
Initial retainer typically due at signing to begin work
Invoices issued monthly unless the agreement states otherwise
Expense payment timelines specified; often due on invoice receipt
Reconcile trust accounts monthly for earned/unearned calculations
Return unearned retainer amounts within a stated timeframe per firm policy
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
We needed flexibility to get signatures on the right documents across systems while meeting privacy and audit requirements.
A managing partner or designated attorney signs on behalf of the firm and is responsible for approving fee terms, ensuring compliance with trust accounting rules, and overseeing execution.
An individual client or an authorized corporate representative signs to accept fees, scope, and payment obligations; their authority should be verified before execution.