Parties
Identify the client by full legal name and the attorney or firm with contact information and BAR number where applicable; clarify role of any co-counsel or paralegal.
A focused retainer clarifies legal responsibilities, preserves attorney-client privilege, and documents consent for filing and record access. It protects both parties by describing fees, timelines, and whether the attorney will pursue fee waivers, sealing, or dismissal motions under applicable state law.
Typical users include criminal defense attorneys, public defenders, and individuals seeking to clear or seal records after eligibility is established.
The retainer should reflect whether representation is full, limited, or for filing only, and who will provide supporting documents and court communications.
Identify the client by full legal name and the attorney or firm with contact information and BAR number where applicable; clarify role of any co-counsel or paralegal.
Describe tasks to be performed (records review, petition drafting, filing, court appearance) and explicitly list services that are excluded from the engagement.
State the retainer amount, billing rate or flat fee, billing increments, retainer replenishment rules, and how unused retainer balances will be handled at matter close.
Require the client to provide accurate identity documents, prior case numbers, consent for records requests, and timely responses to attorney inquiries to avoid delays.
Grant authority to sign filings on the client's behalf where permitted; specify whether the client consents to electronic signatures and document transmission.
Provide conditions for withdrawal or termination, fee dispute resolution, and how files and originals will be returned or retained after representation ends.
| Field | Configuration |
|---|---|
| Signer Authentication | Email + optional SMS code for added verification |
| Signature Type | Allow typed or drawn signature; enable audit trail |
| Document Retention | Set permanent storage and export to PDF/A |
| Notary / RON | Enable RON workflow when a notarized signature is required |
Verify the e-signature platform supports required authentication, audit trail, and storage formats before sending a retainer.
Choose a platform that can produce a tamper-evident signed PDF, keep an immutable audit trail, and support HIPAA or state-specific compliance if the retainer attaches protected records.
| 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 | Varies | Varies | Varies |
| 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/yr | Varies | Varies | Varies |
Collect documents and ID within days of signing the retainer.
Draft petition and exhibits; ordering certified records often takes weeks.
File petition per local rules; hearing may be scheduled weeks to months later.
Opposition or consent is typically filed per local timelines.
Once granted, allow additional weeks for agency updates and sealing to take effect.
Client signs retainer and authorizes records access and representation.
Attorney orders and reviews certified dispositions and arrest records.
Attorney files petition, pays filing fees or applies for waiver.
Court order entered and agencies notified to seal or destroy records.
A small firm agreed to file a sealing petition for a low-level conviction and prepared exhibits promptly.
A guardian sought sealing of juvenile records and authorized record retrieval.
An attorney or partner who will perform legal services signs to confirm representation, lists BAR credentials, and specifies whether associates may act under delegated authority during the matter.
The individual whose record is at issue signs to authorize disclosure, file the petition, and acknowledge fees and potential outcomes; guardians sign for minors or incapacitated petitioners.