Scope of Representation
Define which forms, interviews, court appearances, and appeals the attorney will handle and which services are excluded.
A well-drafted retainer reduces misunderstandings about fees, deadlines, and responsibilities, preserves client rights, and supports ethical compliance; it also documents informed consent for e-signatures under ESIGN (15 U.S.C. ch. 96) and state electronic transaction laws such as UETA.
Immigration attorneys, nonprofit legal service providers, and pro bono clinics use retainer agreements to formalize representation in asylum matters.
The agreement clarifies responsibilities whether the matter is an affirmative filing with USCIS or a defensive claim in immigration court.
| Field | Configuration |
|---|---|
| Signature | Required for client and attorney; include printed name and date fields |
| Initials | Use for page-by-page acknowledgment where needed |
| Payment | Attach proof of retainer payment receipt field |
| Document Consent | Include ESIGN consumer disclosure and opt-out instructions |
Choose a platform that supports secure e-signature, audit trails, and required integrations for case management.
Ensure the chosen system meets ESIGN/UETA rules and any applicable privacy or HIPAA requirements before collecting or storing client data.
Define which forms, interviews, court appearances, and appeals the attorney will handle and which services are excluded.
State flat or hourly rates, retainer amount, billing intervals, expense reimbursement, and refund policy for unearned fees.
List client obligations such as providing truthful information, responding to requests, and attending interviews or hearings.
Explain circumstances allowing attorney withdrawal and steps for notifying the client and transferring files.
Describe confidentiality scope, HIPAA considerations where applicable, and how electronic records are stored and accessed.
Specify governing law, venue, and whether mediation or arbitration will be required for fee disputes.
File Form I-589 within one year of arrival (8 C.F.R. §208.4(a)(2))
Notify USCIS within 10 days using Form AR-11 or online procedures
Attend scheduled biometrics and interviews on posted dates
Respond to EOIR notices promptly to avoid default removal
Observe 30-day or 33-day filing periods for appeals and motions where applicable
| 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 | 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 | No cap | No cap | No cap |
An attorney used a clear retainer to define limited-scope review
A mobile signing workflow let a practitioner secure client consent remotely