Retainer Settings
      Back to home
      1. Nojumi Knowledge Base
      2. Settings
      3. Retainer Settings

      Retainer Fee Schedules and Service Schedules

      Learn how to customize your retainer agreements in Nojumi with fee schedules and service schedules

      Service Schedule

      A service schedule is a pre-defined schedule attached to the retainer agreement that sets out the scope of the services offered to the client. Service Schedules are particularly helpful for matters that are completed on a block fee (flat fee) basis as they reduce confusion between the firm and the client about the scope of the services. A service schedule typically has two sections: 1) services included, and 2) services not included. Service schedules limit your liability as they prevent a client from alleging that certain work was to be completed by your office when you never understood that work to be part of the retainer. 

      Fee Schedule

      A Fee Schedule is an addendum to a Retainer Agreement between a lawyer and a client that sets out how fees are charged for the matter. Fee schedules are usually used for matters where fees are being charged in stages, or where the fee is dependent on other factors that need to be explained, such as in a contingency basis matter.

      Creating Custom Service & Fee Schedules

      Nojumi allows you to create custom service schedules and fee schedules for various matter types which will in turn allow you to simply insert the schedules when you put together retainer agreements. 

      To add a service schedule or a fee schedule

      1. Go to Settings -> Firm Defaults and click on Retainer Agreement Settings

      2. To add a Service Schedule
        1. Click on the Service Schedules tab and click on Add another service schedule
        2. Enter the name that you wish to use to refer to this service schedule and in the Description of the Service section enter the services included and the services not included and click on Save.

      3. To add a Fee Schedule
        1. Click on the Fee Schedules tab and click on Add another fee schedule
        2. Enter the name that you wish to use to refer to this fee schedule and in the Description of the fee section enter the particulars of the legal fees and click on Save.