Retainer Agreement
Retainer agreements stall when they're dense documents sent as email attachments. Clients forget, ask questions, or sign incorrectly. Docuplete maps your retainer to a guided interview — clients fill their information, the agreement auto-populates, and they sign with OTP verification in the same session.
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Open the sandbox, answer a few questions, and watch the PDF auto-fill. No sign-up, no credit card required.
Open live sandboxHow it works
Upload the engagement letter or retainer your firm uses. Map the client-specific fields once — name, matter, fee, payment terms.
The client receives a unique link and completes the interview — their name, matter description, and acknowledgment of fee and payment terms — in plain language.
Every mapped field — client name, matter type, rate, retainer amount, payment schedule — fills automatically from the interview answers.
The client signs with OTP email verification. An RFC 3161 timestamp records exactly when they signed. SHA-256 hash detects any subsequent modification.
What the interview collects
Who uses this
Litigation, transactional, and family law firms use Docuplete to get retainer agreements signed before the first substantive call — eliminating the delay between client inquiry and matter opening.
Solo attorneys use Docuplete to automate the retainer process entirely, freeing time for client work rather than administrative preparation.
In-house legal departments use Docuplete to streamline outside counsel engagement letters and retainer processes for their panel firms.
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Upload your form, map the fields, and send your first session today.