Responsible business growth - retainer agreements

Seminar ID
Date and time
Thursday, September 12, 2019 at 13:30 EDT   see it in calendar
Pantea Jafari
Pantea Jafari
presenter's bio
  • recording
  • in English
CPD hours
LSBC 3 CPD hours - Validity of the recording expired on: 03.06.2021
Barreau du Québec 3 CPD hours - Validity of the recording expired on: 08.07.2020

Responsible business growth - retainer agreements

Identifying a client(s)
• IDs or documents in lieu of
• Person before you the client, agent, dependent or beneficiary?
• Language/Technology barriers

Assessing conflicts
• Single or multiple retainers needed?
• Confidentiality issues
• Declining retainers
• Provisions to address potential conflict
• Withdrawing in the event of conflict

Scope of services
• What is included?
• What is not included?
• What is unclear/unknown?
• Meeting(s) to confirm scope?
• Limited Scope Retainers
• Timing of Termination of services

• Bulk vs. hourly vs. outcome based vs. phase based vs. Dependent
• Who is payee?
• Who do you want to hold accountable?
• Payment terms/structure
• Separate agreement?
• Meeting(s) to confirm fees?
• Disbursements included?
• Production costs included?

Delegation, Referrals and Subcontracts
• Standing authorization for delegation or as needed?
• Standing authorization to subcontract or as needed?
• Working in Association
• Referral fees

Pace Law Firm
300 The East Mall
M9B 6B7

Capacity: 18
3 hours
No CPD - Free
100% discount
  • These video recordings are offered free-of-charge for their educational value. They are not eligible for CPD hours by any regulatory body.


Please note that speakers and topics were confirmed at the time of publishing; however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. IMEDA reserves the right to alter or to modify the advertised speakers and /or topics, if necessary. Any schedule substitutions or alterations will be updated on the IMEDA website as soon as possible and all registrants will be notified by e-mail.