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      How to Generate a Retainer Agreement

      You can generate a retainer agreement from within any matter!

      You can generate a retainer agreement from within a matter as follows:

      1. Browse the Matter, click on Forms, and open the Retainer Agreement form

      2. Complete the Retainer Agreement form
        1. Retainer
          1. Lawyer - Select the lawyer working on the matter and indicate whether the lawyer will be delegating any work to others.  
          2. Client - Clients referenced on the retainer agreement will be the clients of the matter.
          3. Instructions - Indicate whether the instructions will be received from the client(s) or a third party and whether you wish to use the Dropbox Sign integration
        2. Services
          1. Service Schedule - Select As per Service Schedule if you have already configured a service schedule containing the description of the service that you will be offering.
          2. Custom Description - Select Custom Description if you will be typing the description of the service that you will be offering on the form.
        3. Fees
          1. Legal Fees - Select how you will be charging for the service. Select As per fee schedule if you have already configured a fee schedule containing the details of the fees that you will be charging for the service.
          2. Initial Retainer - Select whether you intend to charge an initial retainer deposit and if so enter the amount and the terms for keeping the funds in trust.
          3. Due Date - Enter the due date for your fees as well as whether you intend to charge interest on outstanding accounts.
      3. Click on Generate documents at the top of the form

      4. Select the Retainer Agreement and click on Generate documents

      5. The generated retainer agreement will appear in the right pane