Retainer Terms
Describe retainer amount, trust account handling (IOLTA where applicable), conditions for replenishment, and how the retainer is applied to fees and expenses.
A focused retainer agreement reduces disputes by documenting the motion scope, fee arrangement, and advance cost responsibilities. It protects both parties, supports ethical compliance, and creates a clear record for billing and court-related timelines.
Common users include law firms, individual attorneys, and clients who need representation for pretrial or post‑trial motions.
The agreement is also used by cost-conscious clients and insurers to define responsibility for filing fees and expert expenses.
Partner or managing attorney who accepts engagement, signs for the firm, and is responsible for supervising motion strategy, client communications, and delegation to associates or contract attorneys.
Individual client, corporate officer, or authorized agent who signs to confirm scope, pay retainer, provide necessary documents, and acknowledge billing and withdrawal terms.
Describe retainer amount, trust account handling (IOLTA where applicable), conditions for replenishment, and how the retainer is applied to fees and expenses.
Specify which motions and related tasks are covered, and state expressly what is excluded unless separately agreed in writing.
State hourly rates or flat fees, billing increments, estimates for typical motions, and when client is billed for filing or expert costs.
Identify court filing fees, service costs, deposition or expert charges, and outlining which advances are refundable or nonrefundable.
List document delivery timelines, cooperation requirements, decision authority, and consequences of noncooperation on deadlines and fees.
Describe grounds for withdrawal, notice requirements, final accounting, and how files and unearned retainer balances will be handled.
| Field | Configuration |
|---|---|
| Authentication Level | Email link or SMS code; use stronger ID evidence for privileged documents. |
| Signature Order | Set attorney then client, or simultaneous signing if agreed. |
| Templates | Create a retainer template with conditional fields for motion types. |
| Notifications | Enable completion notices and archived copy delivery to all parties. |
Confirm the platform supports required audit trails, file formats, and integrations before sending the agreement for signature.
Using a platform with secure storage, audit capabilities, and common integrations reduces administrative overhead and strengthens evidentiary records.
Date when attorney’s duties and client obligations begin.
Specify known filing cutoff and time zone for court submissions.
Record expected response windows for opposition and reply briefs.
State invoice frequency and payment due dates.
Document how long executed agreement will be kept.
Client signs and retainer deposited; matter is opened.
Motion and exhibits assembled, client approves final draft.
Motion filed and opposing counsel served in compliance with rules.
Track hearing dates, orders, and next steps after court action.
| 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 | No | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |