Retainers & fee agreements
Begin with an understood engagement.
Keep engagement terms, fee arrangements and requested retainers attached to the client and matter. Distinguish operating fees from client funds and review the agreement before recording a payment.
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Prepare the engagement terms and retainer request.
Working documentDraft · v1
Northline · Engagement & retainer
Terms, approval and the client-fund destination remain connected.
Scope of work
Review the acquisition documents and prepare client advice.
Fee arrangement
Hourly billing at the agreed matter rate.
Retainer request
CAD $5,000 · Separate client-fund treatment.