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42 Fam. Advoc. 6 (2019-2020)
Retainer Agreements

handle is hein.journals/famadv42 and id is 160 raw text is: 














Retainer Agreements


                  he first document shared with any client
                  likely is the retainer agreement. A good
                  retention agreement can be a problem-
                  solver, problem-avoider, sword and shield,
                  the starting point, ending point, and, with
                  careful planning, the stops along the way
of a representation. Retainer agreements help mold expecta-
tions and place limits upon them.
   In many  ways, a retainer agreement is a map of the
representation. Retainer contents have their own map or
guidebook-the rules  of professional responsibility. What is
included, or excluded, depends heavily upon responsibilities
to clients. The agreement's functions merge practice manage-
ment  with client communication. Ethical rules inform
agreement  contents. Client information expands upon the
requirements.

Function   1: Defining  the Relationship
Retainer agreements define the attorney-client relationship in
two ways. First, according to ABA Model Rule 1.2, the
agreement  defines the scope of the relationship, the boundar-
ies of representation. Think of the retainer agreement from
the client's perspective. The client is hiring a lawyer, not a
divorce lawyer, not a child support lawyer, not a custody


lawyer, but a lawyer. Clients feel they are hiring their
lawyer, and lawyers feel they are being hired for a specific
purpose, e.g., a divorce. If the client gets a traffic ticket, is the
divorce lawyer now a traffic attorney? How about if the case
is appealed; is the trial lawyer on the hook for meeting
appellate deadlines? The answers may very well depend on
what the client thought at the time of retention. The best
indicator of what the client understood is the retention
agreement.
   Rule 1.2(c) allows attorneys to limit the scope of employ-
ment. Limiting the scope can exclude other areas for which
the lawyer will not represent the client. Specifying the scope
of representation helps specify when the lawyer will work for
the client and when the client needs to seek additional
representation. Within the scope of representation, retainer
agreements should only include areas for which the lawyer is
competent to practice. However, the retainer agreement can
be broad enough to include other firm members who might
practice other areas of law, such as criminal or real estate law.
It is also helpful to communicate to the client the level of
expertise the attorney has in the various subissues that arise
within the family law case. Specifying that lawyers are not
competent to provide meaningful real property valuations,
for example, defines a limit that will need to be addressed.


6  FPAMLY  ADVOCATE   www.shopaba.org


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