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A Retainer Agreement Template helps you set clear terms when hiring a lawyer, consultant, freelancer, or agency for ongoing services. Use this free, ready-to-edit agreement to outline the scope of work, retainer fee, payment schedule, and responsibilities of both sides. Fill in the details, download, and get it signed in minutes.
What Is a Retainer Agreement and Why Do You Need One?
A retainer agreement is a written contract between a client and a service provider, such as a lawyer, consultant, freelancer, or marketing agency. The client pays a fixed fee in advance to keep the provider available for ongoing work. The agreement explains what services are included, how much the retainer fee is, when it is paid, and how long the arrangement will last. Without a written agreement, confusion about work scope, payments, or availability can quickly lead to disputes.
Why Use a Ready-Made Template Instead of Writing One Yourself
Writing a retainer agreement from scratch is hard, and it is easy to miss key points such as what happens to unused hours, how extra work is billed, or how either side can cancel. These gaps can cause payment issues and arguments. A ready-made Retainer Agreement Template already includes all the key sections in simple language, so you only add your details and fees.
Who Should Use This Retainer Agreement Template
This template is useful for lawyers, accountants, consultants, freelancers, designers, marketing agencies, and coaches who work with clients on a regular basis. It is also helpful for business owners and startups who want to hire an expert on a monthly basis without paying high legal fees. Both service providers and clients can use it to build a clear and professional working relationship.
How to Fill Out and Use This Retainer Agreement Correctly
Start by adding the date and the full names and contact details of both parties. Describe the services clearly, including what is covered and what is not. Add the retainer amount, how often it is paid, and the payment method. Explain how extra work or additional hours will be charged, and what happens to unused hours or balance. Include the agreement period, the notice needed to end it, and rules for keeping information private. Both parties should read it carefully, sign and date it, and keep a copy.
Open the Product Agreement Template in your Agreed workspace and begin with a ready-to-use agreement structure.
Add or edit product details, responsibilities, pricing, deliverables, timelines, and other terms to match your agreement needs.
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It should include the names of both parties, the services covered, the retainer fee, payment schedule, billing for extra work, contract period, confidentiality, and termination terms.
The client pays a fixed amount, usually every month, to keep the provider available. The provider then does the agreed work, and the fee is either used against hours worked or kept as a fixed monthly charge, depending on the agreement.
It depends on the type of retainer and what is written in the agreement. A general retainer for availability is often non-refundable, while an advance payment for work not yet done is usually refunded if the work is not completed. Always state the refund terms clearly.
Yes, if both parties agree to the terms, sign it willingly, and the terms are lawful. A signed agreement can be used as proof if a disagreement comes up, so keep a signed copy safe.

A Contract Management Plan Template helps you manage contracts from start to finish, including drafting, approval, signing, tracking, and renewal. Use this free, ready-to-edit template to define roles, processes, timelines, and risk controls. Fill in the details, download, and share it with your team in minutes.

A Contract Tracking Spreadsheet Template helps you keep all your contracts in one place and never miss a deadline. Use this free, ready-to-edit spreadsheet to track contract names, parties, start and end dates, values, and renewal reminders. Fill in the details, download, and share it with your team in minutes.

A Risk Management Plan Template helps you identify, assess, and control risks before they affect your project or business. Use this free, ready-to-edit template to list risks, rate their impact, assign owners, and plan your response. Fill in the details, download, and share it with your team in minutes.

An Event Marketing Plan Template helps you plan, promote, and run a successful event from start to finish. Use this free, ready-to-edit template to outline your goals, target audience, budget, promotion channels, and timeline. Fill in the details, download, and share it with your team in minutes.
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