Short answer: before signing confirm scope, total and staged fees, exclusions, refunds, termination rights, confidentiality and file ownership. Put oral promises in the contract.
Retainer Agreement Checklist
Written by Global Immigrate consultants · Reviewed by Oscar Yip, Founder & Managing Director
Summary
Scope, fees, termination and confidentiality in writing.
FAQ
English-only OK?
Use a language you understand — bilingual if needed.
Success-only fees?
Some jurisdictions restrict contingency fees — check local ethics rules.
End if unhappy?
Follow termination clauses and pay for work done.