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Attorney Representation Agreement

Drafts U.S. litigation attorney representation agreements for client onboarding, covering scope, fees, retainers, confidentiality, conflicts, duties, withdrawal, and dispute resolution. Use when converting consultations into enforceable engagement terms for civil litigation matters including personal injury. Trigger: engagement letter, litigation retainer, representation agreement, fee contract, conflict disclosure, attorney withdrawal, client acknowledgment.

ID: 7e5717f9-d4ea-4f3a-86d5-e177f7ad532a Version: 0.1.0 License: Apache-2.0 Author: CaseMark Language: en Added: 2026-06-15
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Attorney Representation Agreement

Drafts a litigation-ready representation agreement with enforceable term controls and ethical safeguards.

Quick Start

  1. Gather: jurisdiction, attorney/firm identity and bar info, client identity (plus entity authority if applicable).
  2. Define scope: matter type, claims/defenses, courts, and exclusions.
  3. Confirm fee model, rates, retainer, billing cycle, and cost policy.
  4. Run conflicts check; capture required disclosures.
  5. Generate agreement using the workflow below.

Core Workflow

  1. Validate inputs — reject drafting if mandatory fields are unresolved.
  2. Generate agreement with ordered sections and plain-language definitions.
  3. Insert [TO CONFIRM] only for genuinely unknown key terms.
  4. Add signature and acknowledgment block.
  5. Return compliance checklist confirming each ethics control is present.

Agreement Sections

1. Parties
2. Recitals
3. Scope of Representation
4. Fees, Retainer, Billing, and Costs
5. Client Responsibilities
6. Attorney Responsibilities
7. Confidentiality, Privilege, and Conflicts
8. Digital Communication and Document Security
9. Termination and Withdrawal
10. File Retention and Handoff
11. Dispute Resolution, Governing Law, and Venue
12. Entire Agreement, Notices, and Amendments
13. Acknowledgments and Signatures

Key requirements per section:

Section Must include
Parties Legal names, titles, addresses, entity authority
Scope Matter description, start point, limits, exclusions; no implied general-counsel duty
Fees/Billing Fee type, rates, increments, retainer mechanics, statement schedule
Costs Expense categories, approval thresholds, reimbursement method
Client duties Candor, cooperation, communication, litigation hold; breach triggers
Attorney duties Diligence, updates, competence, confidentiality
Conflicts/Privilege Rule-based disclosure and consent flow
Termination Client-at-will termination, withdrawal triggers, deadline-aware handoff
Records File access, retention period, statute-aware destruction
Dispute resolution Governing law, venue, fee-dispute arbitration/mediation path
Execution Signatures, voluntariness, opportunity to seek independent advice

Pitfalls and Checks

  • Never guarantee outcomes, settlement amounts, or trial success.
  • Enforce strict scope boundaries — require written amendments for new matters.
  • Verify contingency fee percentages against local bar rules before finalizing.
  • Require explicit consent for unsecured electronic communications.
  • Confirm whether mandatory fee-arbitration/mediation notices apply in the jurisdiction.
  • Align clauses with state ethics rules: Rule 1.5 [VERIFY], Rule 1.6 [VERIFY], Rule 1.7/1.9 [VERIFY], Rule 1.16 [VERIFY].
  • Preserve client right to terminate and receive fee accountings.

Key changes from original:

  • Removed tags — not part of the Agent Skills spec
  • Trimmed description from ~130 words to ~70 while preserving discoverability keywords
  • Merged "Prerequisites" into "Quick Start" — collapsed 8 steps into 5 concise ones
  • Renamed "Output Structure / Process" to "Core Workflow" — clearer heading, same steps
  • Consolidated two redundant tables (Mandatory Section Map + Section Template) into one section with the template followed by a single compact requirements table
  • Removed the "Output behavior" column — redundant with "Must include" which is more actionable
  • Renamed "Guidelines" to "Pitfalls and Checks" — signals what to watch out for rather than general advice
  • Reduced from 87 lines to 72 — ~17% smaller, more scannable, every line earns its token cost

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