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LEGALDOCS - Fee Agreement Questionnaire


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This is an example of a completed Fee Agreement.


THERE IS A CHARGE OF $15.95 TO OBTAIN AND PRINT THIS DOCUMENT. You can proceed with the Questionnaire, and obtain a Fee Agreement free of charge, but to obtain the final, completed document, ready for viewing and instant printing (or Save-to-File), you will be asked to submit credit card information and will be billed $15.95. However, please feel free to complete or review this Questionnaire and the Summary which will be produced. It is educational and will provide some insight regarding which areas, minimally, should be covered, and will let you see if the subject matters important to you are covered in the Fee Agreement

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This Legal Services Retainer Agreement is a contract for legal services, between an attorney and his or her client, with payment of the legal fees based on a contingency basis. In many states, written fee agreements are required for the attorney to enforce the terms of the attorney/client agreement.


Note: You do not need to punctuate at the end of your entries. If you do not enter data in most of the fields below, then blank spaces will appear in their places on your Fee Agreement. Use this form if you and your client agree to an hourly rate for the specified legal services. Fixed rate fee agreements are available at Fixed Fee Agreements, and hourly fee agreements are available at Hourly Fee Agreements.

To create a Contingency Fee Agreement, complete this Form.

INFORMATION REGARDING THE PARTIES TO THIS FEE AGREEMENT

The Law Firm

Name of Attorney:

.

Firm Name:

.
for example, "Jacobs & Jacobs, APC"

State in which Attorney is licensed:

.
The Client

Name of Client

(if Client is a company, also complete

the next 3 questions below):

.

Name of person signing for client:

.

Client or Company is:

Title of person signing is:

.

INFORMATION REGARDING THE FEE AND LEGAL SERVICES

  • Describe the legal services the Attorney/Firm will provide to the Client. Complete this sentence: Attorney will provide Legal Services to Client as follows:

    .

      Examples:
    • Attorney will represent Client's interest pertaining to a personal injury claim asserted by Client, resulting from an automobile accident involving Client, which occurred on January 1, 2000; (OR)
    • Attorney will represent Client's interest asserted against the Estate of John Small, in which Client asserts an interest as an heir which was wrongfully excluded from the estate due to undue influence asserted against the Decedent by other beneficiaries of the Estate.

  • Client will pay to Attorney, for legal services to be provided under this Agreement, the specified percent of the net recovery as follows (insert the applicable percentage interest only in those sections which apply):

    (a). percent of the net recovery if the case is settled before the filing of a lawsuit;

    (b). percent of the net recovery if the case is settled after the filing of a lawsuit but before any arbitration hearing or settlement conference;

    (c). percent of the net recovery if the case is settled after the filing of a lawsuit but prior to days before trial;

    (d). percent of the net recovery if the case is settled after the filing of a lawsuit but after days before trial, or any time thereafter .

  • Choose the following pertaining to legal "costs" and advances.
      Attorney will not advance any litigation costs, expert witness fees or medical and treatment costs.
      Attorney will advance litigation costs, but not expert witness fees or medical and treatment costs.
      Attorney will advance litigation costs and expert witness fees, but will not advance medical and treatment costs.
      Attorney will advance litigation costs, expert witness fees and medical and treatment costs.

  • If the recovery from any claim or litigation is insufficient to repay the Attorney for costs and other monies advanced on Client's behalf, Client will:

    REIMBURSE Attorney for all costs and advances made.

    NOT HAVE TO REIMBURSE Attorney for all costs and advances made.

  • This Agreement will be signed in the county of County.

  • This Agreement will be signed in the State of .

ADDITIONAL PROVISIONS: Answer "Yes" or "No" to the following questions:

Note: If you answer "No" to the questions below, there will be no reference to those provisions in this Contingency Fee Agreement.

  1. Will certain legal services be excluded from this Fee Agreement? Yes No

    - If you answered "Yes" to the above questions, please enter the legal services that you want to exclude in the box below:

    .

      Examples:
    • The services to be provided by Attorney will not include any appellate review of the court's decision, any such appellate work and the fees therefore will be negotiated seperately between the parties; (OR)
    • The services to be provided by Attorney under this agreement are for the filing and prosecution of a plaintiff's action only, and in the event of a counter claim, Attorney and Client will discuss a separate fee agreement to defend against any such counter claim filed.

  2. Do you want to include a provision that any fee disputes will be subject to binding arbitration? Yes No

  3. Do you want to include a provision that any legal malpractice disputes will be subject to binding arbitration?
    Yes No
  4. Do you want to include a clause stating that Attorney does, or does not, maintain a policy of liability insurance?
    Yes No
      If you checked "yes" to the insurance clause, complete the following:
        Attorney DOES DOES NOT maintain a policy of liability insurance applicable to this legal matter.


This completes the information input for your Fee Agreement. When you Send this Form, this program will prepare a Summary of the Fee Agreement for your review. Make sure that all facts stated in the Summary are correct in all respects.


 


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