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    Retainer Record

    Uploaded by

    AJ Santos
    This document is a retainer record for a new or existing client. It contains information such as the client's name and contact details, the nature of the legal case, opposing parties and counsel, retainer and fee arrangements, an initial interview summary, and documents received. The record will be filed, copies distributed, and the new case listed weekly.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Retainer Record

    Uploaded by

    AJ Santos
    156 views2 pages
    This document is a retainer record for a new or existing client. It contains information such as the client's name and contact details, the nature of the legal case, opposing parties and counsel, retainer and fee arrangements, an initial interview summary, and documents received. The record will be filed, copies distributed, and the new case listed weekly.

    Copyright

    © © All Rights Reserved

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    DOCX, PDF, TXT or read online from Scribd

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    This document is a retainer record for a new or existing client. It contains information such as the client's name and contact details, the nature of the legal case, opposing parties and counsel, retainer and fee arrangements, an initial interview summary, and documents received. The record will be filed, copies distributed, and the new case listed weekly.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    156 views2 pages

    Retainer Record

    Uploaded by

    AJ Santos
    This document is a retainer record for a new or existing client. It contains information such as the client's name and contact details, the nature of the legal case, opposing parties and counsel, retainer and fee arrangements, an initial interview summary, and documents received. The record will be filed, copies distributed, and the new case listed weekly.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    File Tab

    _________________________
    RETAINER Date File No.
    RECORD

    Client___________________________________________________ [ ]New [ ]Old [ ]Retainer


    (Last Name) (First Name/s) (Middle Name)
    Care of__________________________________________________ Relation___________________
    Address ___________________________________________________________________________

    Office Landline______________ Residence Landline_______________ Cellphone________________

    IN RE_________________________________________________________________________
    _____________________________________________________________________________

    COURT/BRANCH/DOCKET NO. _____________________________________________________

    ADVERSE PARTIES_______________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ADVERSE COUNSEL______________________________________________________________

    OTHER PARTIES_________________________________________________________________
    COLLABORATING COUNSEL________________________________________________________
    OTHER COUNSEL________________________________________________________________
    WITNESSES ADDRESS CONTACT NOS.
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    NATURE OF CASE________________________________________________________________

    FEES [ ] Monthly Retainer [ ] Fixed at___________________________


    [ ] Estimated at _______________ [ ] Contingent________%

    Advances authorized up to_______________ Upon ok of____________ Billing Date__________

    [ ] Receipt for___________________ Retainer Record disposition:


    [ ] Partial fee________________ ( )Original to case file
    [ ] Deposit for Expenses____________ ( )Copy for______________
    ( )Include in Weekly New Case List

    REMARKS____________________________________________________________________

    SUBJECT CLASSIFICATION_______________________________________________________
    ____________________________________________________________________________
    INITIAL INTERVIEW ______________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________

    DOCUMENT/S__________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________
    ______________________________________________________________________________

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