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General Retainer Agreement
"I need a General Retainer Agreement for my boutique law firm specializing in technology startups in Ontario, with specific provisions for handling intellectual property matters and remote service delivery."
1. Parties: Identification of the law firm/lawyer and the client, including full legal names and contact details
2. Background: Context of the retainer relationship and general purpose of the agreement
3. Definitions: Key terms used throughout the agreement defined for clarity
4. Scope of Services: Clear outline of legal services covered under the retainer
5. Retainer Terms: Amount of retainer, how it will be held, and when/how it will be replenished
6. Fees and Billing: Billing rates, frequency of billing, payment terms, and handling of disbursements
7. Client Responsibilities: Client obligations including providing accurate information and timely communication
8. Confidentiality: Obligations regarding confidential information and attorney-client privilege
9. Conflicts of Interest: Handling of potential conflicts and consent requirements
10. Term and Termination: Duration of agreement and circumstances for termination by either party
11. File Retention: Policies regarding retention and disposition of client files
12. Governing Law: Specification of Canadian law and relevant provincial jurisdiction
13. Entire Agreement: Standard clause confirming this document represents the complete agreement between parties
1. Electronic Communications: Terms regarding email and other electronic communications, used when digital communication will be primary
2. Multiple Clients: Special provisions for when the retainer covers multiple clients
3. Trust Conditions: Specific trust conditions if required for particular matters
4. International Matters: Additional terms for clients or matters involving international jurisdiction
5. Alternative Dispute Resolution: Procedures for resolving disputes through mediation or arbitration
6. Limited Scope Retainer: Specific limitations on scope of services if not a full-service retainer
7. Student/Paralegal Services: Terms regarding work performed by non-lawyer professionals
1. Schedule A - Fee Schedule: Detailed breakdown of hourly rates, flat fees, and other charges
2. Schedule B - Billing Guidelines: Specific procedures and requirements for billing and invoicing
3. Schedule C - Team Members: List of lawyers and legal professionals assigned to the client
4. Appendix 1 - Client Information Form: Standard form collecting essential client information and contacts
5. Appendix 2 - Conflict Check Authorization: Form authorizing conflict checks and listing related parties
6. Appendix 3 - Privacy Policy: Detailed privacy policy and information handling procedures
Authors
Legal Services
Professional Services
Financial Services
Healthcare
Technology
Manufacturing
Real Estate
Construction
Energy
Mining
Retail
Hospitality
Non-Profit
Education
Legal
Compliance
Risk Management
Finance
Executive Leadership
Administration
Operations
Corporate Governance
Procurement
General Counsel
Legal Director
Corporate Secretary
Chief Legal Officer
Legal Operations Manager
Compliance Officer
Risk Manager
Managing Partner
Senior Partner
Associate Lawyer
Legal Administrator
Practice Manager
Chief Executive Officer
Chief Financial Officer
Business Owner
Executive Director
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