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Legal Retainer Agreement

Legal Retainer Agreement Template for England and Wales

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Key Requirements PROMPT example:

Legal Retainer Agreement

"I need a Legal Retainer Agreement for my tech startup to engage a law firm for ongoing commercial and IP advice, with monthly billing caps of £10,000 and a dedicated partner assigned to our account."

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Document background
The Legal Retainer Agreement serves as the foundational document for establishing a continuing legal services relationship between law firms and their clients in England and Wales. It is particularly useful when clients require regular legal support or ongoing counsel. The agreement details the scope of services, billing arrangements, communication protocols, and professional obligations while ensuring compliance with SRA regulations and relevant UK legislation. This document is essential for protecting both parties' interests and setting clear expectations for the professional relationship.
Suggested Sections

1. Parties: Identification of the law firm and client with full legal names and addresses

2. Background: Context of the engagement and relationship between parties

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of legal services to be provided

5. Fees and Payment Terms: Billing rates, payment schedule, and expenses

6. Client Responsibilities: Client obligations and cooperation requirements

7. Confidentiality: Confidentiality obligations and information handling

8. Term and Termination: Duration and termination provisions

Optional Sections

1. Conflict of Interest: Management of potential conflicts - recommended for complex engagements or multiple party representations

2. Intellectual Property: Ownership of work product and materials - recommended when significant IP may be created during the engagement

3. Force Majeure: Provisions for unforeseen circumstances - recommended for long-term engagements

4. Insurance: Professional indemnity insurance details - recommended for high-value or high-risk engagements

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees and charging structures

2. Team Members: List of key personnel assigned to the matter

3. Service Level Agreement: Specific performance metrics and response times

4. Data Processing Agreement: GDPR compliance details and data handling procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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alex.den.21@genieai.co
Clauses
Scope of Services
Fees and Billing
Payment Terms
Client Responsibilities
Law Firm Responsibilities
Confidentiality
Conflicts of Interest
Document Retention
Data Protection
Money Laundering Compliance
Professional Undertakings
Limitation of Liability
Professional Indemnity Insurance
Termination
Force Majeure
Assignment
Third Party Rights
Notices
Dispute Resolution
Governing Law and Jurisdiction
Electronic Communications
Entire Agreement
Variation
Severability
Client Funds
Intellectual Property Rights
File Management
Service Standards
Complaints Handling
Regulatory Compliance
Industries

Solicitors Act 1974: Primary legislation regulating solicitor conduct, fee arrangements, and client care information requirements in England and Wales

Legal Services Act 2007: Framework legislation governing regulation of legal services, requirements for authorized persons, and rules about fee sharing and referral arrangements

SRA Standards and Regulations 2019: Regulatory framework covering professional conduct rules, client care requirements, financial management rules, and conflict of interest provisions

Consumer Rights Act 2015: Legislation ensuring fair terms in consumer contracts, transparency requirements, and service quality standards

Money Laundering Regulations 2017: Regulations covering client due diligence requirements, record keeping obligations, and risk assessment procedures

Data Protection Act 2018 and UK GDPR: Data protection legislation establishing principles for data protection, client privacy rights, and data processing requirements

Supply of Goods and Services Act 1982: Legislation establishing service quality standards and implied terms in service contracts

Limitations Act 1980: Legislation setting time limits for bringing claims and relevant provisions for dispute resolution clauses

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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