The Client Retainer Agreement serves as the foundational document governing the attorney-client relationship in U.S. jurisdictions. This essential contract defines the parameters of legal representation, including scope of services, fee structures, and mutual obligations. It's typically used when establishing new client relationships or modifying existing ones, ensuring compliance with state bar requirements and professional conduct rules. The agreement protects both parties by clearly documenting expectations, responsibilities, and terms of engagement.
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1. Parties: Identification of the attorney/law firm and client with full legal names and addresses
2. Background: Brief context of the representation and relationship establishment
3. Definitions: Key terms used throughout the agreement including 'Services', 'Fees', 'Retainer'
4. Scope of Services: Detailed description of legal services to be provided and any limitations or exclusions
5. Fee Structure: Billing rates, payment terms, retainer amount details, and billing procedures
6. Client Responsibilities: Client obligations including information provision, cooperation, and timely communication
7. Confidentiality: Terms regarding the confidential treatment of client information and attorney-client privilege
8. Term and Termination: Duration of agreement and conditions for ending the attorney-client relationship
9. Governing Law: Specification of applicable state law and jurisdiction
1. Conflict Resolution: Dispute resolution procedures including arbitration or mediation requirements
2. File Retention: Terms for maintaining and disposing of client files after matter conclusion
3. Third-Party Services: Terms for engaging external experts or services and associated costs
4. Insurance Requirements: Specifications regarding professional liability insurance coverage
5. Electronic Communications: Terms regarding email communication and electronic document storage
1. Schedule A - Fee Schedule: Detailed breakdown of hourly rates, fee structures, and payment terms
2. Schedule B - Scope of Work: Detailed description of specific services to be provided and deliverables
3. Schedule C - Team Members: List of attorneys and staff assigned to the matter with their roles
4. Schedule D - Billing Guidelines: Specific billing procedures, expense policies, and invoicing requirements
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