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General Retainer Agreement Template for Canada

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Key Requirements PROMPT example:

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."

Document background
The General Retainer Agreement serves as the foundational document establishing a professional relationship between legal service providers and their clients in Canada. This agreement is essential when a client seeks to secure ongoing legal services, whether for general matters or specific areas of law. It details the terms of engagement, including service scope, fee structures, communication protocols, and mutual obligations, while ensuring compliance with provincial law society rules and regulations. The document is particularly important as it helps prevent misunderstandings by clearly defining the attorney-client relationship, billing practices, and service expectations. A well-drafted General Retainer Agreement also addresses crucial aspects such as conflict checks, confidentiality obligations, and file management procedures, providing both parties with clear guidelines for their professional relationship.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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