Scope of Services
Define specific claims, litigation stages covered, and limits on negotiation authority so both parties understand what the attorney will and will not do.
A well-drafted retainer creates predictable responsibilities for payment, notice, and settlement handling, reducing later fee disputes and ethical exposure. It clarifies authority to settle, the fee basis, lien resolution, and how funds are received and dispersed.
The retainer is most often completed by the client and the primary attorney or law firm handling the claim.
Use the retainer whenever settlement authority, payment handling, or third-party liens require written allocation of responsibilities.
The signing lawyer or authorized firm partner accepts engagement terms, commits to specified scope and fee arrangement, and agrees to handle settlement funds in trust consistent with state ethics rules and the retainer's distribution schedule.
The client confirms identity, consents to the fee model and settlement authority, authorizes disbursements, and acknowledges any lien, subrogation, or cost deductions described in the retainer before funds are released.
| Field | Configuration |
|---|---|
| Authentication | Require email and optional SMS code or advanced verifier. |
| Signing Order | Set role-based sequence to guarantee counsel signs last. |
| Conditional Fields | Show payment clause fields only when contingency selected. |
| Notifications | Enable reminders and final signed-copies delivery to parties. |
Choose a platform that supports legal compliance, secure storage, and the document formats you need.
Ensure the platform can provide an audit trail, encryption in transit and at rest, and options for BAAs or advanced authentication where required.
Define specific claims, litigation stages covered, and limits on negotiation authority so both parties understand what the attorney will and will not do.
Specify contingency percentage or hourly rates, how costs are advanced, and whether fees apply to structured payments, offsets, or future claims.
State who may accept offers, any monetary or non-monetary limits, and whether client approval is required for particular concessions.
Describe trust account receipt procedures, required holdbacks, timing for disbursement, and conditions for releasing funds to third parties.
Address medical liens, insurer subrogation, and obligations to secure lien releases or escrow funds pending resolution.
Include governing law, venue, and whether arbitration or litigation resolves disputes over fees or retainer interpretation.
The signed engagement that precedes the retainer often contains more detailed fee provisions and client acknowledgements required by professional conduct rules.
A sample disbursement schedule or escrow instructions showing priority of payments, holdbacks, and timing for releasing net proceeds.
Copy of client ID and verified bank or wire instructions to reduce fraud risk and enable timely disbursement.
List of anticipated liens, subrogation holders, and contact details to allow proactive resolution before disbursement.
| 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 | Yes | Yes | No | No |
A small legal team standardized retainers to speed approvals and reduce back-and-forth.
A founder improved turnaround by collecting signed retainers remotely before settlement hearings.