ATTORNEY RETAINER AGREEMENT
A attorney retainer agreement between a provider and a client, ready to customize, send, and e-sign.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
ATTORNEY RETAINER AGREEMENT
A retainer agreement from Northwind Studio outlining legal representation, billing terms, and the trust deposit for the client's matter.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
ATTORNEY RETAINER AGREEMENT
This agreement engages Northwind Studio to represent Acme Co in the matter described below. It sets out the practice area, scope of representation, hourly rates, and how the initial retainer is held and applied.
PRACTICE AREA
Business
Corporate, commercial, and employment matters.
MATTER TYPE
General
Ongoing counsel and specific matters as assigned.
ANTICIPATED DURATION
Ongoing
Continues until matter completion or termination.
Northwind Studio
ATTORNEY RETAINER AGREEMENT
Representation is organized into three tracks. Each has defined responsibilities and a fee treatment set out below.
PHASE 1 · SCOPE OF REPRESENTATION
The Attorney will represent the Client on the matters described in the engagement letter, including advice, drafting, negotiation, and correspondence. Litigation, if any, requires a separate written engagement.
PHASE 2 · BILLING AND TRUST
Time is billed in tenth-hour increments at the rate below and drawn against the retainer held in the Attorney's IOLTA trust account. Monthly statements show time detail, disbursements, and trust balance.
PHASE 3 · COMMUNICATION AND FILE
Reasonable-business-hours access by email and phone, with same-business-day acknowledgement and substantive replies within two business days. The Client file is maintained per applicable bar rules.
Not included: litigation or appellate representation, matters outside the Attorney's licensed jurisdictions, expert witnesses, court fees, filing fees, travel, and third-party disbursements. These are billed to the Client at cost or under a separate engagement.
Northwind Studio
ATTORNEY RETAINER AGREEMENT
An initial retainer is deposited into the Attorney's trust account and drawn down against time. Time is billed monthly at the rate below. The retainer is replenished when the balance falls below one-third of the initial amount.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Initial retainer (held in trust) | $5,000 | 1 | $5,000 |
| Attorney hourly rate | $350 | 1 | $350 |
| Paralegal hourly rate | $150 | 1 | $150 |
| Total | As billed | ||
| Milestone | Share | Amount |
|---|---|---|
| On signature (trust deposit) | Upfront | $5,000 |
| Monthly invoice against trust | Monthly | As billed |
| Retainer replenishment | As required | $2,500 min |
Statements are due within 15 days. Unused trust funds are returned on matter completion or termination, less any earned but unbilled time.
Northwind Studio
ATTORNEY RETAINER AGREEMENT
To engage the Attorney under this agreement, complete the fields below and sign. Representation begins on receipt of the signed agreement and initial retainer.
REPRESENTATION START DATE
PRIMARY CONTACT AT CLIENT
CLIENT
Acme Co
PROVIDER
Northwind Studio
The Attorney Retainer Agreement template is a five-page engagement document for putting legal representation on paper before work begins. It includes an overview with stat cards for practice area, matter, and duration, a three-track scope, a fee table with the trust deposit and hourly rates, and an acceptance page with inputs and signatures.
Use it to make representation, billing, trust accounting, and communication expectations explicit. Merge fields handle the client details and date, and the last page collects a start date, primary contact, and both signatures.
Everything below comes pre-configured. Turn sections on or off, edit the copy, or add your own — Bonsai remembers your choices for next time.
Can I edit every section? Yes — every heading, paragraph, rate, and signature block is fully editable in Bonsai.
Can I add more pages? Yes — add, reorder, or duplicate pages once the template is open.
Do merge fields auto-fill? Yes — Sender, Receiver, and Date pull from your client contact and the current date automatically.