Limited Retainer Agreement Template for New Zealand

1. Conflict of Interest: Required when there are potential conflicts that need to be disclosed and managed

2. Third Party Engagement: Include when other professionals or service providers may need to be engaged

3. Intellectual Property: Necessary when the legal services involve creation or handling of intellectual property

4. Insurance Coverage: Include when specific insurance arrangements need to be clarified

5. Alternative Dispute Resolution: Optional clause for specifying mediation or arbitration processes

6. File Retention: Include when specific file retention arrangements differ from standard practice

7. Trust Account: Required when client funds will be held in trust

1. Schedule 1: Detailed Scope of Services: Comprehensive list of included services with specific deliverables and timelines

2. Schedule 2: Fee Schedule: Detailed breakdown of fees, disbursements, and payment terms

3. Schedule 3: Client Care Information: Required information under the Lawyers and Conveyancers Act, including complaints process

4. Appendix A: Client Identification Documents: AML/CFT compliance documentation and verification requirements

5. Appendix B: Key Contact Information: Contact details for all relevant parties and personnel involved