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1. Letter Header and Date: Professional letterhead, date, and reference number if applicable
2. Client Details: Full name and address of the client
3. Salutation and Introduction: Formal greeting and brief introduction establishing the context of the professional relationship
4. Scope of Services: Clear and detailed description of the legal services to be provided under the retainer arrangement
5. Retainer Fee Structure: Detailed explanation of the monthly/periodic retainer fee, what it covers, and how it will be billed
6. Payment Terms: Specifics about payment timing, methods, and any late payment provisions
7. Service Delivery Timeline: Expected response times and availability of services under the retainer
8. Term and Renewal: Duration of the retainer agreement and provisions for renewal
9. Termination Provisions: Conditions and process for terminating the retainer arrangement
10. Confidentiality Statement: Commitment to maintaining client confidentiality as per Philippine legal requirements
11. Closing and Signature: Professional closing, signature block, and space for client acknowledgment
1. Conflict of Interest Disclosure: Include when there are potential conflicts that need to be disclosed and addressed
2. Additional Services Pricing: Include when certain services may fall outside the retainer scope and require additional fees
3. Team Description: Include when multiple lawyers or staff will be handling the client's matters
4. Regulatory Compliance: Include when the client's industry requires specific regulatory considerations
5. Document Retention Policy: Include when specific document retention requirements need to be addressed
6. Insurance Coverage: Include when professional liability insurance details need to be disclosed
1. Schedule A - Detailed Scope of Services: Comprehensive list of specific legal services covered under the retainer
2. Schedule B - Fee Schedule: Detailed breakdown of the retainer fee structure and additional service fees
3. Schedule C - Key Personnel: List of key lawyers and staff assigned to the client's matters with their contact information
4. Appendix 1 - Service Level Agreement: Specific response times and service standards for different types of legal matters
5. Appendix 2 - Communication Protocol: Procedures for routine communications and emergency situations
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