Retainer Drafter

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Retainer Drafter

Pick a standard retainer, fill in the client details, and download the finished agreement.
Templates
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How to prepare a template
  • Open your standard retainer in Word.
  • Replace each blank with a field name in double braces, like {{Client Name}} or {{Retainer Deposit}}.
  • Use the same name everywhere the same info repeats. It gets filled in every spot.
  • Names with Date get a date picker. Names with Amount, Deposit, Fee or Rate get dollar formatting.
  • A field ending in in Words (e.g. {{Retainer Deposit in Words}}) is spelled out from the matching amount.
  • Only administrators can upload or delete templates.
Recent drafts
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Choose a template

Pick a retainer from the list.

The completed retainer will preview here.

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Staff accounts

Everyone listed here can sign in and draft retainers.

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