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Precedent Documents and Retainers

As a supplement to the managing the finances of your practice booklet, practicePRO has created a number of precedent documents, including (see Note below):

Precedent Documents Adobe
PDF
Word 97+
Business plan outline: Adobe Acrobat PDF document34 KB Word document57 KB
Sample budget: Adobe Acrobat PDF document11 KB Microsoft Excel document49 KB
Sample associate agreement: Adobe Acrobat PDF document19 KB Text document41 KB
Model retainer agreements:    
• General retainer Adobe Acrobat PDF document33 KB Word document39 KB
• General retainer (short) Adobe Acrobat PDF document14 KB Word document41 KB
• Criminal retainer Adobe Acrobat PDF document19 KB Word document28 KB
• Estate retainer (admin) Adobe Acrobat PDF document45 KB Word document52 KB
• Estate retainer (probate) Adobe Acrobat PDF document43 KB Word document51 KB
• Family retainer Adobe Acrobat PDF document42 KB Word document48 KB
• Personal injury retainer (hourly) Adobe Acrobat PDF document47 KB Word document61 KB
• Personal injury retainer (contingency) Adobe Acrobat PDF document40 KB Word document61 KB
Client Billing Information Document Precedent Adobe Acrobat PDF document89 KB Word document50 KB
Client Administrative Information Document Precedent Adobe Acrobat PDF document89 KB Word document50 KB
Real estate forms, letters and reports from TitlePLUS    
Ontario-wide standard closing documents from the Working Group on Lawyers & Real Estate    
Limited Scope Representation Resources    

NOTE: Model retainers and agreements are provided by LAWPRO for your consideration and use when you draft your own documents. They are NOT meant to be used "as is". Their suitability will depend upon a number of factors, such as the current state of the law and practice in each area of law, your writing style, your needs and the needs and preferences of you and your clients. These documents may need to be modified to correspond to current law and practice.

Retainer letters or agreements should include reference to the following:

  • identity of the lawyer and the client;
  • scope of service (is your work to be limited in any way?);
  • obligations of client;
  • delegation of work;
  • expected chronology;
  • fee arrangement;
  • billing format;
  • rate changes;
  • withdrawal or termination of services; and
  • conflicts of interest.

These documents were originally drafted by the Law Society of British Columbia, and are reproduced with permission. LAWPRO gratefully acknowledges the work the Law Society of British Columbia did in preparing these documents.

Other Resources

  • managing the finances of your practice
    This booklet reviews the steps you can take to better manage the finances of your practice, and touches briefly on some of the longer-term financial planning issues involved in winding up law practice.
  • practicePRO Lending Library
    View books from the 'Billing and Financial Management' titles of our library.
  • Other LAWPRO articles on financial management
    Click here to see a complete list of articles on practice finances.

 

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