Scope of Work
Precise description of tasks, deliverables, excluded matters, and whether the scope is matter-limited or ongoing.
A written retainer clarifies fee structure, avoids disputes over scope, and documents client consent to billing and cost policies. It also preserves attorney ethical obligations such as trust accounting and conflict disclosures and provides an evidentiary record for future billing or malpractice questions.
The agreement should be retained in the client file and made available to authorized firm personnel for billing, trust accounting, and conflict checks.
The firm partner or authorized attorney signs to accept the engagement, confirm scope and fee arrangements, and acknowledge ethical duties. The text should include the attorney name, bar number, and office address for service and billing.
The client or an authorized corporate officer signs to accept the terms, provide payment authorization for the retainer, and confirm identity. For organizations, identify the signer's corporate authority and title.
Precise description of tasks, deliverables, excluded matters, and whether the scope is matter-limited or ongoing.
Amount or formula for the retainer, hourly rates or flat fee, billing intervals, and trust account handling if funds are client property.
Which costs are client-payable (filing fees, experts, travel) and whether advances are required before incurring them.
Grounds for termination by either party, notice period, how unused retainer funds will be returned or applied, and final accounting.
Client consent to conflict checks, limits on disclosures, and handling of privileged information.
Designated governing state law and any arbitration or venue clauses to govern disagreements.
| Field | Configuration |
|---|---|
| Signing Order | Firm first or client first as appropriate |
| Authentication | Email link, SMS code, or ID verification |
| Templates | Pre-fill recurrent fields for repeat clients |
| Retention | Automatic save to matter folder and audit trail |
Ensure the platform captures intent, signer attribution, and a tamper-evident audit trail to satisfy ESIGN/UETA standards.
Date when services commence and billing begins
Date by which initial funds must be paid
Monthly, upon milestones, or hourly billing dates
Number of days required for written termination
Date by which final trust accounting is provided
Signed retainer and initial payment received.
Assign matter number and client file created.
Work performed in scope and billed periodically.
Final invoice issued and trust reconciliation completed.
A small firm used a standardized retainer to reduce intake friction and clarify fee terms
A real-estate client required recurring counsel for transactions across states
| 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 | Yes | Yes | Yes | Yes |
| Bulk Send | Yes (plan-dependent) | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |