Scope of Services
Describe tasks included (e.g., pleadings, negotiations, court appearances) and tasks excluded to avoid scope creep and billing disputes.
A written retainer clarifies fee obligations, scope of representation, and consent to electronic records or payments. It reduces disputes, documents client consent for billing practices, and supports ethical-file management under state bar rules and client-protection standards.
The retainer is completed by the attorney or law firm and the client at intake to confirm engagement details and fees.
Signed retainers establish the record of consent for representation and billing; each party should retain a copy for their files.
Describe tasks included (e.g., pleadings, negotiations, court appearances) and tasks excluded to avoid scope creep and billing disputes.
Specify hourly rates, flat fees, or blended fees, who is billed for disbursements, and how billing increments are calculated.
State the retainer amount, whether it is refundable, how it will be placed in trust, and conditions for replenishment.
Indicate invoice frequency, payment terms, accepted payment methods, and late-payment consequences.
Include conflict disclosure processes, grounds for withdrawal, and required notice periods.
Define termination rights, final accounting timing, and any agreed dispute-resolution method such as arbitration or mediation.
| Field | Configuration |
|---|---|
| Template | Create saved template with firm header and standard clauses. |
| Conditional fields | Enable conditional language based on contested or uncontested cases. |
| Payments | Add payment-collection field for retainer deposits or trust funding. |
| Authentication | Require SMS or email code for signer verification. |
Ensure your platform supports secure file formats, signer authentication, audit trails, and optional payment capture for retainer deposits.
| 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 trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| 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 |
State the due date for the initial deposit when engagement begins.
Indicate billing frequency (e.g., monthly) and payment terms in days.
Define when client must replenish trust funds after a threshold is reached.
Specify timeline for final accounting after termination, typically 30 days.
Set expected response windows for client-provided documents and approvals.
Optica adopted an online retainer to standardize client intake and billing.
A healthcare-focused legal team used an electronic retainer with BAA controls.