Free Retainer Agreement Template — confirm terms

Quick answer

Captures a client's confirmation of each retainer term, with a typed name and date, so the firm keeps a clear written record of what was agreed before work begins.

Disclaimer: this page is for process reference only. It does not constitute legal advice, and the legal effect of any acknowledgement depends on your jurisdiction. Consult a qualified attorney on how to use it.

Methodology: confirmation fields follow common engagement-letter structure; adapt to your firm's retainer terms.

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About this template

Before an engagement begins, both sides benefit from a clear acknowledgement of the retainer's key terms — scope, fees, communication and termination. This form lets a client tick each term and add a typed name and date, producing a straightforward record of agreement you can keep on file.

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What's Included

Everything you need to run this template.

1

Term checkboxes

Each key retainer term acknowledged separately.

2

Typed name and date

A clear acknowledgement from the client.

3

Scope and fee fields

Confirm the work and billing basis.

4

Customizable clauses

Edit terms to match your engagement letter.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and list the key terms of your retainer.

2

Send to the client

Share a link or QR for the engagement.

3

Client confirms

They tick each term and add a typed name and date.

4

Keep the record

Review or export the acknowledgement before starting work.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Solo attorneys

Start engagements with a documented acknowledgement.

2

Firm intake

Standardize how retainer terms are confirmed.

3

Consultants

Turn a paper sign-off into a shareable record.

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Key Features

What makes this template work as a professional deliverable.

Term-by-term acknowledgement checkboxes
Typed name and date capture
Scope and fee confirmation fields
Customizable clauses per engagement
One-click copy and reuse
Free to edit and share

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

I confirm the scope of work described (checkbox)
I confirm the fee and billing basis (checkbox)
I confirm how the retainer is held and drawn down (checkbox)
I confirm the communication expectations (checkbox)
I confirm the termination terms (checkbox)
Client typed name
Date of confirmation

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Frequently Asked Questions

Does a client's checkbox and typed name count as an electronic signature?

This form captures acknowledgement — a checked term, a typed name and a date — as a record of agreement. It is not legal advice and its legal effect depends on your jurisdiction; a qualified attorney should confirm how you use it.

What does a retainer confirmation usually cover?

Scope of work, fee and billing basis, retainer handling, communication expectations and termination terms — each acknowledged separately.

How is this different from signing the full agreement?

It is a lightweight confirmation step: the client ticks each key term and enters name and date, so both sides have a clear acknowledgement record before work begins.

Can I edit the clauses?

Yes. Add, remove or rename terms to match your engagement structure.

Is it free to reuse?

Yes. Copy it into your FormLM workspace and reuse it for every new engagement.

Where do responses go?

Into your private workspace dashboard; you can export or review the acknowledgement record at any time.

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Free Retainer Agreement Confirmation Template