Engagement Scope
Clear description of tasks to be performed, limitations, and whether litigation is included; defines what is out of scope to prevent disputes.
A written retainer reduces misunderstandings about fees, scope, and decision authority, and creates a record that supports billing and dispute resolution while documenting informed consent to representation.
The retainer is prepared by the attorney or their office and signed by the client before substantial work begins.
Signed retainers protect both parties by establishing scope, billing terms, and procedures for ending representation.
Clear description of tasks to be performed, limitations, and whether litigation is included; defines what is out of scope to prevent disputes.
Hourly rates, retainer deposit amount, billing intervals, statements of when costs are reimbursed, and consequences for nonpayment.
Expectations for disclosure, document production, cooperation, and decision-making authority for settlement offers or litigation steps.
Circumstances under which the attorney may withdraw, notice requirements, and obligations on termination including final accounting.
Privileged communication statement, data handling provisions, and whether client records will be retained or returned.
Arbitration or mediation clauses, choice of governing law, and venue for fee disputes or malpractice claims.
| Field | Configuration |
|---|---|
| Authentication | Email + SMS code or KBA for higher assurance |
| Signature Order | Signer first, then attorney |
| Audit Trail | Enable full IP, timestamp, and action logs |
| Retention | Auto-save to secure case management system |
Choose tools that meet legal, privacy, and integration needs for family law retainers.
Ensure the chosen provider supports audit trails, exportable signed PDFs, and any required regulatory controls.
Date on signature; obligations begin then
Due before work commences
Monthly or per-event invoicing as stated
State and bar rules may govern refundable portions
Keep signed retainer for retention period
Conflict check cleared and client information captured
Drafted and sent to client for review
Signed and retainer deposit received
Final billing and record archiving completed
Client retains attorney for uncontested divorce
Client signs retainer for contested custody matter
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes — Business Premium | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |