Scope of Services
A precise, itemized description of tasks and deliverables, acceptance criteria, and any exclusions so both parties understand what is and is not covered.
A well-drafted Proposed Retainer Agreement reduces later disputes by documenting expectations, limits liability, and clarifies payment terms and deliverables before work begins.
Small firms, independent professionals, and in-house legal or procurement teams commonly prepare and present a Proposed Retainer Agreement before starting paid work.
Signers include authorized representatives with signing authority and any party whose consent is required under the chosen governing law.
A licensed attorney or managing partner who signs on behalf of a law firm; the retainer usually clarifies billing rates, trust accounting rules, conflict checks, and ethical requirements under state bar regulations.
An authorized officer or purchasing manager who signs for the client entity; this person confirms payment authority, billing contact, and acceptance of scope, termination, and indemnity clauses.
Optica used a written retainer to define limited-scope corporate advice and hourly rates.
A small real estate firm used a retainer to cover initial leasing and negotiation services.
A precise, itemized description of tasks and deliverables, acceptance criteria, and any exclusions so both parties understand what is and is not covered.
Clear statement of retainer amount, hourly or flat rates, invoicing intervals, expense reimbursement rules, and late-payment remedies.
Effective date, duration, renewal conditions, notice periods, and consequences of termination including fee settlements and return of documents.
Scope of confidential information, permitted disclosures, and duration of confidentiality obligations after termination.
Choice of governing law, forum selection, and any agreed mediation or arbitration process to resolve conflicts.
Signature blocks for authorized signatories, printed names, titles, dates, and any witness or notarization provisions if required.
| Field | Configuration |
|---|---|
| Template name | Standardize the retainer template for reuse |
| Signature order | Sequential or parallel signing as required |
| Authentication | Email, SMS code, or stronger KBA where needed |
| Retention policy | Auto-archive and apply retention tags |
Choose a platform that supports audit trails, common integrations, and secure storage for executed retainers.
Date the agreement becomes operative (MM/DD/YYYY)
Often payable upon signing; applies to invoice scheduling
Monthly, biweekly, or milestone billing as stated
Typically 30 days unless otherwise agreed
Specify review/approval times for deliverables
Client receives proposed retainer and terms for review
All parties execute and date the document
Accounting posts payment and confirms receipt
Services commence per the effective date and scope
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |