Legal Retention Agreement Reminder

LEGAL RETENTION AGREEMENT REMINDER

This Legal Retention Agreement Reminder (the Reminder) is delivered on Reminder Date: by and between Client Name: (Client) and Law Firm Name: (Firm), with Firm Address: .

RECITALS

WHEREAS, the Client and the Firm entered into a written Retention Agreement dated Original Agreement Date: (Retention Agreement) setting forth the terms and scope of legal representation; and

WHEREAS, the Retention Agreement provides for periodic notice of renewal, amendment, or termination and for reconciliation of outstanding balances and retainer amounts; and

WHEREAS, the Firm delivers this Reminder to notify the Client of the Retention Agreement status, to identify required actions, and to propose any changes to billing or scope for the upcoming period.

NOW THEREFORE, in consideration of the mutual covenants set forth below and intending to be legally bound, the parties agree as follows:

1. Definitions

For purposes of this Reminder, the following terms have the meanings set forth below. "Retention Agreement" means the written engagement letter between the Firm and Client dated as set forth above. "Retainer" means any funds held in trust or on account by the Firm for the Client's matters. "Effective Date" means the Reminder Date provided above.

2. Purpose and Scope of Reminder

This Reminder notifies the Client that the Retention Agreement will: (a) expire on Expiration Date: ; (b) require reconciliation of outstanding fees; and (c) permit the parties to elect renewal, termination, or amendment as set forth below. This Reminder does not itself create a new retainer unless both parties indicate agreement pursuant to Section 9 (Amendments and Renewal).

3. Outstanding Accounts and Proposed Financial Terms

Current outstanding balance due to the Firm as of the Effective Date is: $. Current retainer held by the Firm is: $.

The Firm proposes revised billing terms effective upon renewal: Hourly Rate: $; Monthly Flat Fee (if applicable): $. Any proposed change will be binding only upon written acceptance by both parties.

4. Actions Available to Client

Please indicate the Client's election by checking one of the options below and returning a signed copy of this Reminder to the Firm within Response Period (in days): days of the Effective Date.

5. Confidentiality and Privilege

All communications between the Firm and the Client remain subject to attorney-client privilege and confidentiality to the fullest extent recognized by law. Nothing in this Reminder waives privilege or authorizes disclosure to any third party absent the Client's express written consent or as otherwise required by law.

6. Termination and Accounting

If the Client elects termination, the Firm will provide a final accounting of fees, costs and retainer disposition within a commercially reasonable time, and any unused retainer funds will be returned subject to reconciliation for outstanding invoices and lawful offsets. Termination will not relieve the Client of liability for fees or costs incurred prior to the effective date of termination.

7. Notices

All notices required or permitted under this Reminder shall be in writing and delivered to the addresses below by hand delivery, overnight courier, or U.S. mail, postage prepaid, or by electronic mail with confirmation of receipt.

8. Waiver; Amendments

No failure or delay by either party in exercising any right under the Retention Agreement or this Reminder will operate as a waiver. Any amendment, modification, or renewal of the Retention Agreement shall be effective only if set forth in a written instrument signed by both parties.

9. Counterparts

This Reminder may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. Signatures transmitted by electronic means shall be treated as original signatures.

10. Governing Law; Entire Agreement; Severability

This Reminder and any dispute arising out of or related to it shall be governed by the laws of Governing State: without regard to conflict of law principles. This Reminder, together with the Retention Agreement, constitutes the entire understanding of the parties regarding the subjects addressed herein and supersedes all prior oral or written communications on those subjects. If any provision of this Reminder is held invalid or unenforceable, the remaining provisions shall continue in full force and effect.

11. Acknowledgment

By signing below, the parties acknowledge receipt of this Reminder, confirm the accuracy of the information contained herein to the best of their knowledge, and indicate their election as set forth above. The parties further acknowledge that any renewal or amendment to the Retention Agreement will be effective only as provided in Section 8.

Sign Now