Lawyers

Retainer Agreement

Collect client information, auto-fill your retainer agreement, and capture an OTP-verified e-signature — all in one session. Retainer executed before the first substantive call.

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How to use this template

Set up once. Reuse for every client.

1

Upload your retainer agreement template

Upload your engagement letter or retainer agreement PDF. Map the client-specific fields — name, matter, fee, payment terms.

2

Client completes the guided interview

The client receives a unique link and fills their information — name, contact details, matter description, and acknowledgment of terms — in plain language.

3

Retainer auto-fills from answers

Every mapped field populates automatically from the client's interview answers. No manual preparation step.

4

Client signs with OTP verification

The client signs with a one-time email code. RFC 3161 timestamp records when they signed. SHA-256 hash makes the document tamper-evident.

What the template collects

Fields covered in the guided interview.

Client full legal nameClient address and contact detailsMatter description and typeFee arrangement (hourly / flat / contingency)Hourly rate or flat fee amountInitial retainer amountPayment scheduleBilling cycleScope of representationExclusions from representationAcknowledgment of termsE-signature (OTP-verified)
State bar rules: Retainer agreement requirements vary by state. Ensure your retainer template complies with your state bar's fee agreement rules, including any requirements for written disclosure of the basis for fees.

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