Representation Agreement

Draft Litigation Representation Agreements in Minutes

12 minutes with Para

Explore this workflow

Get started with Para

Para is an AI colleague for legal teams. Send it this work by email, Teams or Slack, and it hands back the finished document.

12 minutes with Para

What you'll need

Client Intake Form
Matter Summary

Plans from $20 a month, with usage included.

Workflow

Overview

CaseMark's Representation Agreement skill automates the drafting of comprehensive litigation engagement letters for U.S. attorneys and law firms. It generates a complete, matter-specific agreement covering all essential provisions—from scope and fees to conflicts, duties, and termination—using the client and case information you provide. The result is a professionally structured agreement ready for review, customization, and execution.

Drafting litigation representation agreements is a time-consuming but critical task that requires careful attention to fee structures, scope limitations, conflict disclosures, and jurisdiction-specific compliance requirements. Attorneys often cobble together agreements from outdated templates, risking missing provisions, inconsistent terms, or non-compliance with state bar rules—exposing firms to fee disputes and malpractice liability.

CaseMark's AI-powered Representation Agreement skill transforms client intake information into a complete, matter-specific engagement letter in minutes. By systematically addressing all 15 essential agreement sections and incorporating jurisdiction-specific requirements, CaseMark ensures comprehensive, compliant agreements that protect both attorney and client from the outset of the relationship.

How to hand this to Para

1. Send Para the files
Email them, drop them in a Teams or Slack message, or upload them.
2. Para runs the Representation Agreement skill
It works from your files and checks its citations against the record.
3. The finished document comes back
Para returns it where you asked, usually as a DOCX, and offers the next step.

Example request · email, Teams or Slack

Para, run the Representation Agreement skill for the Garcia matter. I've attached the Client Intake Form and Matter Summary. Send the finished draft back here as a DOCX.

What Para does

1. Upload your client intake documents and matter information
2. AI analyzes details and populates all agreement sections with matter-specific terms
3. Review and customize fee structures, scope, and jurisdiction-specific provisions
4. Export the finalized representation agreement in your preferred format (DOCX, PDF)

What you get

Parties and Effective Date
Scope of Representation
Fee Arrangement with Selected Model
Cost and Expense Policy
Client and Attorney Duties
Conflict of Interest Disclosures
Communication and Reporting Terms
File Retention and Termination Provisions
Signature Block and Attachments

What it handles

Complete 15-section agreement generation covering parties, scope, fees, costs, duties, conflicts, and termination
Multiple fee model support including hourly, flat, contingency, and hybrid structures
Jurisdiction-specific compliance checks for state bar written-fee-agreement requirements
Automated intake variable population from uploaded client and matter documents
Built-in conflict-of-interest and cost policy provisions

Required documents

Client Intake Form
Client identity, contact information, entity details, and authorized signer information
.pdf, .docx, .txt
Matter Summary
Description of the dispute, opposing parties, venue, jurisdiction, and any existing case information
.pdf, .docx, .txt

Supporting documents

Conflict Check Results
Completed conflict-of-interest check with any identified waivers or disclosures
.pdf, .docx, .txt
Fee Schedule or Rate Table
Firm rate tables, contingency fee schedules, or hybrid fee structure details
.pdf, .docx, .xlsx
Prior Engagement Letter Template
Existing firm template or prior agreement to incorporate firm-specific standard terms
.pdf, .docx

Why teams use it

Reduce agreement drafting time from hours to minutes while maintaining thoroughness and compliance

Ensure no critical provisions are missed with a structured 15-section framework covering all essential terms

Easily switch between fee models—hourly, flat, contingency, or hybrid—without starting from scratch

Minimize malpractice risk with built-in conflict disclosures, scope limitations, and jurisdiction-specific compliance checks

Questions

What fee structures does this skill support?

CaseMark supports hourly, flat fee, contingency, and hybrid fee arrangements. The AI generates the appropriate fee language based on your selected model and automatically removes inapplicable sections.

Does the agreement comply with my state's bar requirements?

CaseMark incorporates jurisdiction-specific written-fee-agreement and disclosure requirements based on the governing law you specify. We recommend a final review against your state bar rules to ensure full compliance.

Can I use this for non-personal-injury litigation matters?

Yes. While CaseMark's representation agreement skill includes personal-injury-oriented fee structures like contingency arrangements, it is fully adaptable to any U.S. litigation matter type including commercial disputes, employment cases, and more.

What information do I need to provide before generating the agreement?

You'll need basic client identity information, a matter summary, your chosen fee model and rates, conflict check results, cost policy preferences, and the applicable jurisdiction. CaseMark will prompt you for any missing details.

Can I customize the generated agreement with my firm's standard terms?

Absolutely. CaseMark generates a comprehensive draft that you can fully edit, add firm-specific clauses to, and adjust before finalizing. The output serves as a complete starting point tailored to your specific matter.

How does CaseMark handle conflict-of-interest provisions?

CaseMark includes a dedicated conflicts section in the agreement that addresses identified waivers and disclosures based on the conflict check information you provide during intake.