Date and time
Thursday, September 12, 2019 at 17:30 EST see it in calendar
- in English
LSBC 3 CPD hours
Expiry date: 31-12-2022
Pace Law Firm300 The East Mall
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
• 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
Costregular fee - $ 90.00
No CPD -
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.