Retainer Agreement template

A retainer agreement engages a service provider — commonly a lawyer, consultant, or agency — for ongoing work on a recurring basis, paid as a fixed monthly fee or against an hourly draw.

At a glance

Retainer Agreement at a glance
Document typeRetainer Agreement
CategoryCommercial & client agreements
SignatoriesService providerClient
ComplianceLawyer retainer agreements are subject to bar rules in their jurisdiction; some require specific disclosures and trust-account handling.

Common fields

  • Provider and client
  • Scope of services
  • Retainer fee and payment cadence
  • Hours included or hourly rate
  • Term and renewal
  • Termination
  • Confidentiality and conflicts (legal retainers)

Roles that use this template

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Frequently asked questions

What is a retainer agreement?
A retainer agreement engages a service provider — commonly a lawyer, consultant, or agency — for ongoing work on a recurring basis, paid as a fixed monthly fee or against an hourly draw. Lawyer retainers are additionally subject to bar rules.
What fields does a retainer agreement typically include?
Common fields include: Provider and client; Scope of services; Retainer fee and payment cadence; Hours included or hourly rate; Term and renewal; Termination; Confidentiality and conflicts (legal retainers).
Who signs a retainer agreement?
The signatory roles are typically: Service provider, Client.
Are there compliance considerations for a retainer agreement?
Lawyer retainer agreements are subject to bar rules in their jurisdiction; some require specific disclosures and trust-account handling.

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