Notice
The information provided is intended solely as a general example regarding client retention communications in the context of legal or professional services. It does not constitute legal advice and should not be relied upon as a substitute for consulting a qualified attorney or professional in the relevant field. Regulations and requirements may vary by jurisdiction, and adjustments might be necessary to ensure compliance with local laws. The use of this example is at the user’s own discretion, and we assume no liability for any errors, omissions, or consequences resulting from its use without professional review.
Please note: This is a sample Retention Letter template for the United States, intended for illustrative purposes only. Actual wording and terms may vary based on specific arrangements and legal requirements.
Sample Retention Letter (US)
Parties:
Client: [Client Name]
Address: [Client Address]
Service Provider: [Provider Name or Company]
Address: [Provider Address]
Purpose of Retention:
This letter confirms the retention of [Provider Name] by [Client Name] to provide legal, consulting, or relevant services as described herein, commencing on [Start Date].
Scope of Services:
The services to be provided include but are not limited to [description of services], with deliverables as agreed upon by both parties.
Compensation:
The client agrees to pay the provider a retainer fee of [amount], which shall be applied toward future services, and/or hourly rates or fixed fees as outlined in the attached schedule.
Term and Termination:
This retention shall commence on the start date and continue until [end date or conditions], unless terminated earlier by either party with [notice period] written notice.
Confidentiality & Other Terms:
Both parties agree to maintain confidentiality of proprietary information and to adhere to applicable laws throughout the duration of this retention.
[City], ______________________
[Client Name]
[Provider Name]