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ATTACHMENT Sample Client Retainer Agreement This agreement for legal representation and service is between Catholic Charities Immigration and Legal Services (ILS) and, hereinafter referred to as the

How to fill out sample client retainer agreement

How to fill out a sample client retainer agreement:

1. Start by reviewing the entire agreement carefully. Make sure you understand all the terms and conditions stated in the document.
2. Input your client's personal information. This includes their full name, contact details, and any relevant identification numbers.
3. Specify the scope of services or work to be provided. Describe in detail what tasks or responsibilities are included in the agreement. Be specific and define the expected outcomes.
4. Determine the duration of the agreement. Specify the start and end dates of the retainer period, or if it is an ongoing arrangement, specify the notice period required to terminate the agreement.
5. Outline the payment terms. Specify the retainer fee amount, payment schedule (e.g., monthly, quarterly, etc.), and any additional fees or expenses that may be incurred.
6. Include clauses regarding termination or breach of contract. Detail the circumstances under which either party can terminate the agreement and any penalties or consequences for non-compliance.
7. Consider including confidentiality and non-disclosure clauses if applicable. This will protect the sensitive information shared between you and the client during the course of the retainer.
8. Review the document for any additional clauses or provisions specific to your industry or the nature of the services being provided. Customize the agreement to suit the unique needs of your business and the client.

Who needs a sample client retainer agreement:

1. Freelancers and independent contractors who provide ongoing services to clients.
2. Professional service providers, such as lawyers, consultants, or accountants, who engage with clients on a retainer basis.
3. Any business or individual entering into a long-term service arrangement where clear terms and conditions need to be established and agreed upon.

Remember, it is always recommended to consult with a legal professional before finalizing and using any legal document or agreement to ensure compliance with local laws and regulations.

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