The Retainer Letter is a crucial document in U.S. legal practice that formalizes the attorney-client relationship. It provides clarity and protection for both parties by clearly defining the scope of representation, fee structure, and mutual obligations. This document is required by many state bar associations and must comply with specific jurisdictional requirements regarding fee arrangements, conflict disclosures, and professional conduct rules. The Retainer Letter typically includes details about billing practices, communication protocols, and termination procedures, serving as the foundational document for the professional relationship.
Retainer Letter for the United States
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Key Requirements PROMPT example:
Retainer Letter
"Need a Retainer Letter for my boutique intellectual property law firm to engage a new corporate client, with specific provisions for monthly billing, a $10,000 initial retainer, and detailed scope covering patent prosecution services starting March 2025."
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1. Date and Parties: Identification of the law firm and client with full contact details
2. Scope of Services: Clear description of legal services to be provided and any limitations
3. Fee Structure: Detailed explanation of billing rates, retainer amount, and payment terms
4. Billing Practices: Description of billing frequency, acceptable payment methods, and handling of expenses
5. Client Responsibilities: Outline of client's obligations including communication and document provision
6. Termination Provisions: Conditions and process for ending the attorney-client relationship
1. Conflict Disclosure: Disclosure of potential conflicts of interest, used when relevant conflicts exist
2. Staff Assignment: Information about specific attorneys assigned to the matter, used in larger firms
3. File Retention: Policy on maintaining client files, used when state rules require specific retention periods
1. Fee Schedule: Detailed breakdown of hourly rates and standard charges
2. Privacy Policy: Firm's policy on handling client information and data protection
3. Engagement Terms: Standard terms and conditions of engagement
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