Parties
Full legal names and contact information for client and law firm, plus the attorney of record.
A clearly drafted Legal Retainer MVA reduces disputes about fees, protects client funds, and documents consent for medical record collection and insurer communications. It helps establish expectations, supports fee recovery, and creates an auditable record for billing, settlement distribution, and any court review.
Use signatures and clear identification blocks to avoid later disputes over authority or identity.
The injured party or their authorized legal guardian. The client must sign to show consent, provide ID, and authorize access to medical and insurance records; a mismatch in names can trigger withholding of settlement funds.
The attorney or a designated partner must sign to accept representation, state fee terms, and commit to fiduciary handling of client funds. The signer should include bar number and mailing address for notices.
Full legal names and contact information for client and law firm, plus the attorney of record.
Describe the specific services (investigation, communications, settlement negotiation, litigation) and any exclusions such as criminal defense or unrelated claims.
State contingency percentage or hourly rates, how costs are advanced or reimbursed, and how disbursements are handled at settlement.
Written consent to obtain medical records, share information with insurers, and sign necessary releases or lien waivers.
Detail how client funds, retainers, and settlement proceeds are deposited, tracked, and disbursed in accordance with professional rules.
State termination for cause or convenience, fee calculation upon withdrawal, and dispute resolution process (mediation, arbitration, jurisdiction).
| Field | Configuration |
|---|---|
| Signer Order | Client first, then attorney; or simultaneous if agreed |
| Authentication | Email plus SMS OTP for added signer verification |
| Required Fields | Full name, date of birth, contact, accident date |
| Retention Setting | Auto-save signed PDF and audit trail to secure cloud |
Ensure the chosen platform can produce an audit trail and store a tamper-evident copy of the signed retainer.
Date of accident — critical for filing deadlines
Request promptly; delays can hinder damages proof
Notify insurer within policy-required timeframes
Provide periodic billing or contingency settlement accounting
Close matter after distribution and retain records per policy
Collect documents and sign retainer immediately after initial consultation
Obtain police reports, witness statements, and medical records
Submit demand package and engage insurer/defense counsel
Resolve liens, calculate fees, and disburse net proceeds
| Document Type | Retainer | Power of Attorney |
|---|---|---|
| Primary Purpose | engage counsel | grant authority |
| Typical Signers | client & attorney | principal & witness/notary |
| Notarization Common | yes often required | |
| Key Risk | fee disputes | invalid agent authority |
| 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 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 |
A solo practitioner used a standardized MVA retainer to onboard 150 clients quickly
A mid-size firm adopted digital signing with secure audit trails for MVA retainers