Party Details
Full legal names, business addresses, and contact information for client and attorney, including bar number for counsel and tax ID if applicable for firm billing.
A detailed felony retainer reduces fee disputes, documents informed consent, protects client funds held in trust, and provides a clear basis for ethical billing and withdrawal. It also establishes expectations for communication, case milestones, and responsibilities for third-party costs.
Typical parties involved include criminal defense attorneys, retained investigators, and clients charged with felony offenses. These agreements also guide third parties handling trust-account disbursements.
Accurate completion and consistent retention of the signed agreement support ethical compliance, billing transparency, and prompt resolution of fee disputes.
Full legal names, business addresses, and contact information for client and attorney, including bar number for counsel and tax ID if applicable for firm billing.
Clear description of services (e.g., arraignment, pretrial motions, trial, appeals) and explicit exclusions such as civil matters or collateral immigration issues.
Retainer amount, whether refundable or nonrefundable, hourly rates for staff, billing cadence, and procedures for replenishing the retainer trust account.
Responsibility for investigators, expert witnesses, filing fees, and how advanced costs will be documented and reimbursed from client funds.
Statement that client funds will be held in a client trust account, methods for accounting and monthly statements, and reference to applicable state bar trust rules.
Conditions for withdrawal, notice requirements, client obligations on termination, and steps for transfer of file or refund of unearned funds.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code verification |
| Conditional Fields | Show payment fields if client selects online payment |
| Templates | Use a saved retainer template to standardize terms |
| Notifications | Auto-email countersigned copy to client and firm |
Choose an eSignature platform that supports secure authentication, audit trails, and storage compliant with legal practice rules.
Ensure the platform offers audit logs, conditional fields for fee handling, and the ability to retain signed copies in your matter management or document management system.
Date the agreement takes effect (MM/DD/YYYY).
When retainer funds must be delivered to trust.
Monthly or as specified for invoices and statements.
Schedule periodic fee and trust-account audits.
Notice period required before withdrawal or termination.
Client hired private counsel after arraignment to take over defense
Client faces multi-defendant federal charges requiring investigative work
| 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 available | Check vendor site for trial details | Check vendor site for trial details | Check vendor site for trial details | Check vendor site for trial details |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | Limits to 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |