CLIENT INTAKE
Understanding the Retainer Process
When seeking legal representation, understanding the retainer process is essential. A retainer serves as a contractual agreement between a client and a lawyer, establishing the terms and conditions of their professional relationship. By familiarizing yourself with this process, you can approach your legal engagement with confidence and clarity.
Step 1:
Complete the client intake form.
Step 2:
Book a virtual consultation.
Step 3:
Review and sign retainer agreement.
-
A law retainer agreement establishes clear expectations between the client and attorney regarding the scope of work and the services to be provided. It helps ensure that both parties are on the same page, reducing the risk of misunderstandings or disputes later on.
-
The agreement protects the rights and interests of both the client and the attorney. It outlines the obligations and responsibilities of each party, ensuring that the client receives competent legal representation while the attorney is fairly compensated for their services.
-
The retainer agreement specifies the fee structure, including hourly rates, fixed fees, or contingency fees, depending on the nature of the legal services. It also outlines any additional costs or expenses the client may be responsible for, ensuring transparency in billing.
The Importance of a Retainer Agreement
The Retainer Process
-
The process begins with an initial consultation where the attorney evaluates the legal matter and advises on the best course of action. This meeting allows both parties to assess their compatibility and determine if they can work together effectively.
-
If the client decides to retain the attorney's services, they enter into negotiations to establish the terms of the retainer agreement. This includes discussing the scope of work, fee structure, and any specific requirements.
-
The attorney prepares the retainer agreement based on the negotiated terms and shares it with the client for review. The client should carefully review the agreement and seek clarifications if needed before signing it.
-
Upon signing the agreement, the client typically pays a retainer fee, which is an upfront payment against future legal services. This fee amount is determined by the attorney and is often based on an estimate of the work involved.
-
With the agreement in place and the retainer fee paid, the attorney commences legal representation as outlined in the retainer agreement. They diligently work to protect the client's interests, handle legal proceedings, and provide regular updates.
-
Throughout the legal process, the attorney maintains open lines of communication with the client, providing updates, seeking information, and addressing any concerns or queries promptly.
-
When the legal matter is resolved or the agreed-upon timeframe expires, the attorney's representation concludes. Any outstanding fees or expenses are settled, and the attorney may provide the client with a final report summarizing the case's outcome.
Need further information on the retainer process?