Parties
Identify full legal names and contact details for the attorney or law firm and the client; for corporations include the signatory’s title and authority to bind the entity.
A limited retainer clarifies work boundaries, cost exposure, and duration of representation, reducing disputes and enabling fixed-fee or task-based arrangements. For clients it limits unexpected billing; for attorneys it defines deliverables and preserves conflict checks and ethical obligations under state bar rules.
Limited retainers are common where discrete legal tasks are needed instead of full-scope representation.
Use a limited retainer when scope, cost, and duration should be explicit and easily enforceable.
Lead counsel or firm partner signing the agreement confirms capacity to provide the limited services, acknowledges ethical duties, and identifies billing rates, contact information, and any delegable tasks to associates or contract attorneys.
The individual or corporate representative who retains counsel signs to accept the scope, acknowledge payment terms, and confirm authority to bind the client for the specified matter and associated fees.
Identify full legal names and contact details for the attorney or law firm and the client; for corporations include the signatory’s title and authority to bind the entity.
Describe specific tasks, phases, or discrete matter the attorney will handle, with clear exclusions and references to any attached exhibits or task lists.
State retainer amount, how funds will be held/earned, hourly or flat rates, billing intervals, and whether the retainer is refundable or applied to final billing.
Specify actions the attorney may take without further client approval and any matters requiring express consent, including settlements or filing decisions.
Define effective date, expiration or completion conditions, and termination rights for both parties, including handling of outstanding fees and file transfer.
Address conflict checks, confidentiality obligations, and any state bar notices required by local professional conduct rules.
| Field | Configuration |
|---|---|
| Template | Save reusable template with locked scope and editable fields. |
| Authentication | Use email + SMS code or advanced signer ID for sensitive matters. |
| Signing Order | Set sequential signing if firm signs first then client. |
| Notifications | Enable reminders and completed-document delivery to all parties. |
Choose a platform that supports secure eSignatures, audit trails, and the required authentication level for your matter.
Ensure the selected solution supports HIPAA BAAs when PHI is involved, preserves an audit trail, and retains records per firm retention policies.
Due per clause; commonly required before work begins
Commencement within days of cleared retainer payment
Monthly or per milestone as specified in agreement
Deliver final files within agreed post-completion timeframe
Timelines for billing disputes should be stated in agreement
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A law firm drafts organizational documents for a new company and provides a 30-day limited retainer for formation work
An attorney represents a client in negotiating and closing a single contract with a vendor