Scope of Work
Describe the legal matter, objectives, and any excluded services so expectations are clear and billing disputes are minimized.
A well-drafted contingency retainer reduces disputes, aligns incentives between client and counsel, and gives courts and opposing parties a clear record of fee arrangements. It protects clients from surprise billing and preserves attorney ethics obligations by disclosing percentage splits and expense responsibility.
Law firms, solo practitioners, and clients initiating contingency matters should use this retainer to document fee terms before substantive work begins.
Use the retainer as a signed, dated record to satisfy ethical duties and to support bookkeeping, client counseling, and potential court scrutiny.
Describe the legal matter, objectives, and any excluded services so expectations are clear and billing disputes are minimized.
Set the contingency percentage, whether it varies by stage, and how fees apply to gross recovery, net, or after costs are deducted.
State which litigation costs counsel will advance, reimbursement priority, and whether interest accrues on advanced sums.
Specify who may accept settlements, direct appeals, or authorize additional work; include written consent requirements for major decisions.
Document known conflicts, referral fees, or third‑party funding arrangements that could affect loyalty or fee division.
Describe grounds for termination, post-termination fee calculations, and how earned fees and costs are allocated if the relationship ends.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or KBA |
| Document Retention | Immutable PDF with audit trail |
| Notifications | Email reminders and status updates |
Confirm that the platform supports required authentication, audit trail, and export formats before e-signing.
Ensure platform compliance with ESIGN/UETA and any industry rules (for example HIPAA for PHI) and retain signed PDFs and audit trails for recordkeeping.
Defines when counsel begins work and obligations begin.
Period allotted for client to accept settlements or directives.
Regular statements of costs and recovery timing.
Timeframe to elect appeal and consequent fee adjustments.
Date by which funds are distributed after clearing.
| 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 | Yes, 7-day free trial, no card | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A small business hires counsel to recover overdue receivables with fees contingent on collected amounts.
An individual signs a contingency retainer for a tort claim with tiered percentages for settlement and judgment.