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Includes sections for agreement date, attorney and client identities and contact details, retainer type selection, purpose and scope, included and excluded services, retainer amount with payment schedule and earned-on conditions, trust account and evergreen balance options, billing rates with time increments and overage rules, cost and expense responsibility and approval thresholds, term, automatic renewal, termination notices and refund policy, and duties of both client and attorney including availability commitments and standard attorney disclaimers.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/retainer-agreement-attorney-retainer-agreement-template/281840/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/retainer-agreement-attorney-retainer-agreement-template/281840.png","ImageObject",442,249,{"name":88,"@type":89},"Mali","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What does this retainer agreement template cover?","Question",{"text":108,"@type":109},"It establishes ongoing attorney availability and reserved legal services, including scope, included and excluded services, billing, costs, term, termination, and responsibilities for both parties.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How is the retainer amount typically handled and when is it considered earned?",{"text":113,"@type":109},"The template provides options for retainer type and payment schedule and defines when the retainer is considered earned, such as earned upon receipt (non-refundable) or earned as services are performed and invoiced, with possible hybrid handling.",{"name":115,"@type":106,"acceptedAnswer":116},"What termination and refund options are included?",{"text":117,"@type":109},"It includes agreement term selection, automatic renewal terms, termination notice period, the client’s right to terminate with written notice, the attorney’s termination circumstances, and a refund policy option such as no refund, refund of unused portion, or pro-rated refund.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},281840,1790390011,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":15,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":79,"preview_page_count":4},2336475104362,"https://ap-avatar.wpscdn.com/avatar/22000c4c46a41b752dd?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786595829695023868","Retainer Agreement  \nAttorney retainer agreement for ongoing legal services  \nImportant: This retainer agreement establishes ongoing attorney availability and reserved legal services. Review all terms carefully before execution.  \n1. Agreement Date and Parties  \nAgreement Effective Date*  \ndd/mm / yyyy   \nLaw Firm / Attorney Name*  \nFull legal name of law firm or attorney  \nFirm Address*  \nStreet address  \nCity* State* ZIP Code*  \n\n|  |  |  |  |  |\n| --- | --- | --- | --- | --- |\n\nFirm Phone* Firm Email*  \n\n| |  |  |\n| --- | --- | --- |\n\nClient Full Legal Name*  \nIndividual name or business entity legal name  \nClient Address*  \nStreet address  \nCity* State* ZIP Code*  \n\n|  |  |  |  |  |\n| --- | --- | --- | --- | --- |\n\nClient Phone* Client Email*  \n\n| |  |  |\n| --- | --- | --- |\n\n2. Retainer Type and Purpose  \nType of Retainer Agreement*  \n--Select Retainer Type--   \n\n| Retainer Type Definitions:\u003Cbr>General Availability: Attorney reserves time for client; payment for availability regardless of use\u003Cbr>Security: Advance deposit held in trust; drawn down as fees earned\u003Cbr>Special: Paid upfront for specific matter or case\u003Cbr>Evergreen: Maintained at minimum balance; replenished as used |\n| --- |\n| Purpose and Scope of Retainer* |\n| Describe the general nature of legal services covered by this retainer (e.g. , ongoing business counsel, employment law matters, contract review)\u003Cbr>|\n\nSpecific Services Included  \n Telephone and email consultation  \n Contract review and drafting  \n Negotiation assistance  \n Compliance review and guidance  \n Legal correspondence and demand letters  Legal research and memoranda  \n In-person meetings and consultations  \nServices Explicitly Excluded  \nList services NOT covered by this retainer (e.g. , litigation, appeals, regulatory proceedings)  \n3. Retainer Amount and Payment Terms  \nInitial Retainer Amount*  \n$5,000  \nPayment Schedule*  \n--Select Payment Schedule--   \nPayment Due Date  \ne.g. , 1st of each month, Net 15 from invoice date  \nWhen Retainer is Considered Earned*  \n Earned upon receipt (non-refundable availability fee)  Earned as services are performed and invoiced  \n Hybrid (portion earned on receipt, portion held in trust)  \nTrust Account Information (if applicable)  \nIf retainer funds held in trust, provide IOLTA account details and withdrawal procedures  \nEvergreen Minimum Balance (if applicable)  \ne.g. , $2,500 minimum balance must be maintained  \nReplenishment Requirements  \nExplain when and how retainer must be replenished if balance falls below specified amount  \n4. Billing Rates and Time Accounting  \nBilling Method for Services*  \n Hourly billing (retainer applied against hourly fees)  Flat monthly fee (unlimited services within scope)  \n Hybrid (availability fee plus hourly for services rendered)  \nHourly Billing Rates  \nAttorney / Staff Member Hourly Rate Billing Increment  \nSenior Partner  \n$450/hour  \n6-minute  \nAssociate Attorney  \n$275/hour  \n6-minute  \nParalegal  \n$125/hour  \n6-minute  \nIncluded Hours per Period (if applicable)  \ne.g. , 10 hours per month included in retainer  \nOverage/Additional Hours Rate  \nRate charged for hours beyond included amount  \nTreatment of Unused Hours  \n--Select Treatment--   \n5. Costs and Expenses  \nClient Responsibility for Costs*  \n Costs billed separately (not covered by retainer)  \n Reasonable costs included in retainer up to specified limit  Attorney advances costs, client reimburses separately  \nAnticipated Cost Categories  \nList typical costs client may incur (e.g. , filing fees, service fees, research databases, travel)  \nCost Approval Threshold  \nDollar amount above which client approval required (e.g. , costs over $500 require prior approval)  \n6. Term and Termination  \nInitial Agreement Term*  \n--Select Initial Term--   \nAutomatic Renewal Terms  \nSpecify if agreement automatically renews and on what terms (e.g. , auto-renews for successive 1-month periods unless terminated)  \nTermination Notice Period*  \ne.g. , 30 days written notice ","cbCaigRyHPXurIsk","https://ap.wps.com/l/cbCaigRyHPXurIsk","pdf",272388,"English","# Agreement Date and Parties\n## Retainer Type and Purpose\n## Retainer Amount and Payment Terms\n## Billing Rates and Time Accounting\n## Costs and Expenses\n## Term and Termination\n## Client Responsibilities\n## Attorney Responsibilities and Guarantees","[{\"question\":\"What does this retainer agreement template cover?\",\"answer\":\"It establishes ongoing attorney availability and reserved legal services, including scope, included and excluded services, billing, costs, term, termination, and responsibilities for both parties.\"},{\"question\":\"How is the retainer amount typically handled and when is it considered earned?\",\"answer\":\"The template provides options for retainer type and payment schedule and defines when the retainer is considered earned, such as earned upon receipt (non-refundable) or earned as services are performed and invoiced, with possible hybrid handling.\"},{\"question\":\"What termination and refund options are included?\",\"answer\":\"It includes agreement term selection, automatic renewal terms, termination notice period, the client’s right to terminate with written notice, the attorney’s termination circumstances, and a refund policy option such as no refund, refund of unused portion, or pro-rated refund.\"}]","Retainer Agreement - Attorney Retainer Agreement Template | PDF",1789568531]