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Client Retainer Agreement
"I need a Client Retainer Agreement for my boutique corporate law firm in Toronto, focusing on fixed-fee arrangements for startup clients, with specific provisions for virtual consultations and electronic document handling."
1. Parties: Identification of the law firm/lawyer and the client, including full legal names and contact information
2. Background: Context of the engagement and brief description of why the client is seeking legal services
3. Definitions: Key terms used throughout the agreement defined for clarity
4. Scope of Services: Detailed description of legal services to be provided and any limitations or exclusions
5. Responsibilities of the Law Firm: Obligations and duties of the law firm/lawyer in providing the services
6. Client Responsibilities: Client's obligations including providing accurate information and timely communication
7. Fees and Billing: Fee structure, billing rates, payment terms, and billing frequency
8. Communication and Reporting: How and when the firm will communicate with the client about their matter
9. Confidentiality: Obligations regarding confidential information and attorney-client privilege
10. Conflicts of Interest: Handling of actual or potential conflicts of interest
11. Termination: Conditions and process for ending the attorney-client relationship
12. File Retention: Policy on maintaining and disposing of client files and documents
13. Governing Law: Specification that the agreement is governed by Canadian law and applicable provincial legislation
14. Execution: Signature blocks and date of agreement
1. Trust Account Provisions: Required when retainer funds will be held in trust, detailing handling of trust funds
2. Multiple Client Provisions: Used when representing multiple clients in the same matter
3. Electronic Communications Consent: Specific provisions for clients agreeing to electronic communications and associated risks
4. Alternative Fee Arrangements: Used when implementing non-traditional billing methods like flat fees or contingency fees
5. International Services: Required when services may involve cross-border legal work
6. Mediation/Arbitration: Optional dispute resolution procedures for disagreements about the retainer
7. Third-Party Payment Provisions: Used when someone other than the client is paying for the legal services
8. Limited Scope Representation: Specific provisions for unbundled legal services or limited representation
1. Schedule A - Fee Schedule: Detailed breakdown of hourly rates, fixed fees, or alternative fee arrangements
2. Schedule B - Scope of Services Detail: Comprehensive description of specific services to be provided
3. Schedule C - Team Members: List of lawyers and staff who will work on the matter with their roles and rates
4. Appendix 1 - Client Information Form: Client identification and verification information as required by anti-money laundering legislation
5. Appendix 2 - Disbursements Policy: Detailed policy on charging for disbursements and external expenses
6. Appendix 3 - Privacy Policy: Firm's privacy policy and information handling procedures
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Compliance
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Operations
Administration
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Executive Leadership
Corporate Governance
General Counsel
Legal Director
Chief Legal Officer
Corporate Secretary
Legal Operations Manager
Compliance Officer
Risk Manager
Managing Partner
Senior Partner
Associate Lawyer
Legal Administrator
Practice Manager
Business Development Director
Chief Financial Officer
Chief Executive Officer
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