Parties
Full legal names and contact information for the adult client and the attorney or firm; include business entity type when applicable.
A well-drafted Legal Adult Retainer Agreement reduces disputes by setting expectations for services, fees, and communication. It protects both client and attorney by documenting consent, clarifying payment procedures, and preserving privilege and confidentiality. For electronic execution, the agreement should meet ESIGN and state-law requirements to ensure enforceability and retention.
The agreement is used whenever an attorney accepts an adult client for representation and payment terms must be formalized.
Clear identification of the client, attorney, and billing arrangement at the outset reduces later billing disputes and supports ethical recordkeeping.
Full legal names and contact information for the adult client and the attorney or firm; include business entity type when applicable.
Specific description of tasks and exclusions, with reference to any exhibits that define deliverables or milestones.
Specify hourly rates or flat fee, retainer amount and whether it is refundable, and how flat fees are allocated.
Describe billing frequency, acceptable payment methods, periodic statements, and responsibility for court, filing, and third-party costs.
State grounds for termination by either party, notice requirements, and post-termination billing for work performed.
Confirm attorney-client privilege, data protection measures, retention period, and procedures for returning or destroying files.
| Field | Configuration |
|---|---|
| Signature Field | Required for client and attorney; date stamp enabled |
| Authentication | Email + SMS code or knowledge-based verification |
| Retainer Payment | Integrated payment request or invoicing link |
| Audit Trail | Enable IP, timestamp, and action logging |
Use an eSignature platform that supports secure authentication, tamper-evident signed PDFs, and compliant retention.
Confirm the provider supports ESIGN/UETA compliance, audit trails, encryption at rest and in transit, and a BAA if handling protected health information.
Enter MM/DD/YYYY to fix contractual start
Monthly or as specified in agreement
Specify threshold and notice period
State required days of written notice
Effective date affects filing deadlines
Attorney proposes scope and fee structure; client reviews.
Client provides ID and contact details for authentication.
Client pays the agreed retainer and funds are placed per trust rules.
Both parties sign and receive copies; document is archived.
| Criteria | Retainer Agreement | Engagement Letter |
|---|---|---|
| Purpose | ongoing representation | specific deliverable |
| Fee Structure | advance retainer common | often project fee |
| Formality | more formal | less formal |
| Termination Terms | detailed | often limited |
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
The adult client signs to accept the terms and authorize payment. The client signature confirms consent to representation, acknowledges fee terms, and permits the attorney to act within the defined scope.
An authorized lawyer or partner signs to accept the engagement on behalf of the firm. The attorney’s signature confirms ethical obligations, billing practices, and the firm’s duty to maintain client confidentiality.