Parties
Identify full legal names for the law firm and client, including legal entity type and address to avoid later identity disputes or misdirected notices.
A concise retainer proposal clarifies scope, reduces misunderstandings, and documents payment terms and responsibilities in advance, which lowers the risk of fee disputes and scope creep.
Law firms, solo practitioners, in-house legal departments, and clients use retainer proposals to confirm expectations before formal engagement.
Proposals improve transparency for clients and provide a documented starting point for drafting a binding engagement letter or retainer agreement.
A partner or designated attorney prepares the proposal, defines scope and fees, and is responsible for accuracy and any stated conflicts checks; their name and title appear in the signature block.
An authorized client signatory (owner, general counsel, or authorized officer) reviews and accepts terms; include capacity (e.g., 'President, XYZ LLC') to confirm signing authority.
Identify full legal names for the law firm and client, including legal entity type and address to avoid later identity disputes or misdirected notices.
Describe services in specific terms (deliverables, exclusions, milestones) so the client understands what is—and is not—included.
State retainer amount, hourly rates or flat fees, billing increments, and any required deposit or advance to commence work.
Specify invoicing frequency, payment methods, interest on overdue balances, and whether expenses are reimbursable.
Explain the proposal effective date, anticipated term, and termination mechanics including final accounting for unearned retainer funds.
Provide named signature blocks with printed name, title, and date for both firm and client to demonstrate mutual assent.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; use KBA for higher assurance |
| Template | Save standardized proposal templates for consistent language and fields |
| Notifications | Automatic reminders and receipt notifications for signers |
| Audit Trail | Enable IP, timestamp, and action logging for evidentiary record |
Use delivery methods and platform settings that preserve intent and a reliable audit trail when obtaining electronic acceptance.
State the date by which the client must accept terms
Specify when the retainer payment is required to start work
Clarify monthly or milestone invoicing cadence
Note bank clearance times before work begins
Record retention rules may affect how long signed proposals are stored
Firm issues proposal to the client for review and acceptance.
Client reviews scope, asks questions, and requests revisions if needed.
Client deposits retainer or initial fee as specified in the proposal.
Signed proposal or engagement letter is stored and matter file is opened.
| Criteria | Retainer Proposal | Engagement Letter |
|---|---|---|
| Purpose | offer summary | binding agreement |
| Timing | pre-engagement | at engagement start |
| Signature Needed | often yes | usually required |
| Payment Terms | estimate | detailed accounting |
| 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The firm standardized proposals to speed onboarding and reduce revisions
A small property law practice moved retainer acceptance online