Products tagged with 'client retainer agreement'

Hire an investor relations advisor to provide your company with investment services with this customizable Engagement Letter template.

• The investor relations advisor will provide the following services:
  • helping the client raise capital;
  • handling investor relations;
  • designing and implementing a market development plan;
  • managing the company's marketing and advertising;
  • making presentations to investors;
  • arranging meetings with venture capitalists;
  • and performing other related duties and functions.
• Available in MS Word format and can be easily edited to fit your circumstances.

BC lawyers can use this digital template to prepare Fee Agreements for their clients. The agreement sets out the understanding between the parties with respect to:

• billing rates of the lawyer(s) working on the file,
• methods of calculating legal fees,
• disbursements and expenses,
• interest charges on account balances,
• retainer and contingency arrangements,
• delinquent payments.

This Fee Agreement template is intended solely for use in the Province of British Columbia.

Sign up a client for your accounting services with this easy-to-use Retainer Agreement template.

• The Retainer Agreement contains standard terms such as:
  • The services to be provided by the accountant.
  • The accountant's billing rate and terms of payment.
  • Independent contractor provision which clarifies that the accountant is not an employee of the client.
  • Prevailing party clause to cover recovery of legal fees in the event of legal action by either party.
• The accountant is responsible for paying his/her own taxes.
• This is a generic contract template which can be used practically anywhere.
• Available in MS Word format and fully customizable.

Prepare an Attorney Retainer Agreement between a California lawyer and a client with this fully editable template.

This Attorney Retainer Agreement outlines the terms and conditions governing the attorney-client relationship and the financial arrangements associated with legal representation of a client in the State of California.

Retainer Deposit and Trust Account

The client will provide a retainer deposit, which the attorney will deposit into a trust account. This deposit will be applied to legal fees, costs, and expenses as billed throughout the course of representation.

Billing Rates and Costs

The agreement sets out separate billing rates for legal services, paralegal services, and law clerk services. Billable costs and expenses may include, but are not limited to, process server fees, court filing fees, transcript costs, expert witness fees, and charges for communications related to the client’s case.

Client Responsibilities

The client is obligated to provide accurate and complete information to the attorney. Additionally, the client agrees to pay the attorney’s invoices promptly in accordance with the terms of this agreement.

Attorney's Lien

The client grants the attorney a lien over any claims or amounts due to the client, including awards, judgments, and settlements, as security for payment of legal fees, costs, and expenses incurred.

Conflict of Interest Disclosure

The attorney must advise the client of any conflict of interest in accordance with Section 3-310 of the State Bar of California Rules of Professional Conduct.

Attorney-Client Privilege

The attorney will inform the client of the relevant provisions of California Evidence Code Section 962 concerning attorney-client privilege and confidentiality.

No Guarantee of Outcome

The attorney makes no guarantees regarding the outcome of the client’s legal matter.

Template Format and Use

This template is provided in Microsoft Word format and is fully editable to suit your specific business needs. It is intended for use exclusively in the State of California.