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Legal · Retainer

Lawyer Retainer Agreement

Define the terms of ongoing legal services.

No credit card required · Free to download
4.8/5 on G2 · Trusted by 1,600+ agencies

MOU Template

Retainer Terms

The monthly retainer fee and what it covers.

This template also covers:

  • Services Covered
  • Additional Work
  • Billing
  • Renewal
  • Trust Account

What is a Lawyer Retainer Agreement?

A lawyer retainer agreement defines ongoing legal services, monthly fees, and terms.

A lawyer retainer agreement is a document that outlines the terms of ongoing legal services, covering monthly retainer fees, services covered, and billing arrangements.

  • Used for ongoing legal services
  • Typically 2-4 pages
  • Renewed monthly or quarterly
  • Defines retainer scope and fees
  • Covers additional work billing

What's Inside This Template

6 structured sections, ready to fill in for your project.

1

Retainer Terms

The monthly retainer fee and what it covers.

2

Services Covered

What legal services are included in the retainer.

3

Additional Work

How additional work beyond the retainer is billed.

4

Billing

How fees are calculated and invoiced.

5

Renewal

How the retainer is renewed and can be terminated.

6

Trust Account

How retainer funds are held and applied.

Without a Template vs. With This One

AspectWithout a Scope of WorkWith This Template
AccessPay-per-consultation onlyGuaranteed monthly access to legal services
BudgetingUnpredictable legal costsPredictable monthly legal budget
RelationshipTransactional relationshipOngoing advisory relationship

Who This Template Is For

Built for the people who actually write and send scope of work documents — here's why it fits each of them.

Creative Agencies

  • Secure ongoing legal support
  • Define monthly fees
  • Set clear expectations

Freelance Designers

  • Secure legal counsel
  • Budget monthly
  • Define scope

Project Managers

  • Plan ongoing legal work
  • Budget monthly costs
  • Track deliverables

Startup Founders

  • Secure legal capacity
  • Budget predictably
  • Define scope

Marketing Teams

  • Secure ongoing legal support
  • Budget monthly
  • Define scope

Product Teams

  • Secure ongoing legal counsel
  • Budget monthly
  • Define scope

How to Use This Template

1

Fill in party details

Add law firm and client names.

2

Define retainer terms

Set monthly fee and services covered.

3

Set billing and renewal

Define billing process and renewal terms.

4

Send for signature

Save to Taskip for e-signature.

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FAQs — Lawyer Retainer Agreement

What is a lawyer retainer?

A lawyer retainer is an ongoing arrangement where a client pays a monthly fee for access to legal services.

What should a retainer include?

At minimum: monthly fee, services covered, additional work billing, renewal terms, and trust account provisions.

Is this retainer template free?

Yes, free to download and customize. Save to Taskip for e-signature.

How are retainer funds handled?

Retainer funds are typically held in a trust account and applied as services are rendered.

What if the retainer is exhausted?

The template includes provisions for additional work billing beyond the retainer allocation.

Lawyer Retainer Agreement — free to download, no credit card required