Representation Agreement

Draft Litigation Representation Agreements in Minutes

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

Client Intake Form
Matter Summary
Fee Schedule

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Representation Agreement skill generates complete, matter-specific litigation engagement agreements between attorneys or firms and their clients. The AI drafts all essential sections — from scope and fees to conflicts, costs, termination, and file retention — tailored to your jurisdiction and preferred fee model.

Drafting representation agreements manually is time-consuming and error-prone. Attorneys must navigate jurisdiction-specific disclosure requirements, carefully define scope limitations, and ensure fee arrangements comply with bar rules — all while managing the pressure of client intake deadlines and imminent filing dates.

CaseMark automates the creation of litigation representation agreements by combining your client intake data, matter details, and fee preferences into a comprehensive, professionally structured engagement letter. The AI handles section assembly, fee model selection, and compliance considerations so attorneys can focus on reviewing and customizing rather than drafting from scratch.

How it works

1. Enter client details, matter information, and fee structure preferences
2. AI drafts a comprehensive representation agreement tailored to your jurisdiction and fee model
3. Review and customize each section — scope, fees, costs, conflicts, and termination
4. Export the finalized agreement in your preferred format (DOCX, PDF) for client signature

What you get

Parties and Effective Date
Scope of Representation
Fee Arrangement and Payment Terms
Retainer and Trust Account Provisions
Cost Allocation and Approval Thresholds
Attorney and Client Duties
Conflict of Interest Disclosures
Communication Preferences
Termination and Withdrawal Provisions
File Retention and Governing Law

What it handles

Complete representation agreement with all 15 standard sections
Flexible fee model selection — hourly, flat, contingency, or hybrid
Jurisdiction-specific compliance checks and disclosures
Conflict of interest and waiver documentation
Cost policy and trust account handling provisions
Termination, file retention, and dispute resolution clauses

Required documents

Client Intake Form
Client identity, contact information, entity type, and authorized signer details
.pdf, .docx, .txt
Matter Summary
Dispute description, opposing parties, venue, jurisdiction, and case caption if filed
.pdf, .docx, .txt
Fee Schedule
Attorney rates, fee model selection, retainer amount, and billing terms
.pdf, .docx, .xlsx

Supporting documents

Conflicts Check Results
Completed conflicts check documentation and any identified waivers
.pdf, .docx
Contingency Fee Addendum
Detailed contingency fee schedule with tiered percentages based on case stage
.pdf, .docx
Jurisdictional Compliance Checklist
State bar written fee agreement requirements and mandatory disclosure rules
.pdf, .docx

Why teams use it

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

Ensure consistent, comprehensive engagement letters across your firm with standardized sections

Minimize malpractice risk with built-in conflict disclosures, scope limitations, and termination provisions

Easily adapt between hourly, flat fee, contingency, and hybrid fee structures for any litigation matter

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 selection and removes inapplicable sections automatically.

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's current rules to ensure full compliance.

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

Yes. While the skill includes personal-injury-oriented fee structures like contingency arrangements, CaseMark generates representation agreements for any U.S. litigation matter. Simply select the appropriate fee model for your case type.

How does the skill handle conflict of interest disclosures?

CaseMark includes a dedicated conflicts section that documents your completed conflicts check, identifies any necessary waivers, and generates appropriate disclosure language for client acknowledgment.

Can I customize the scope of representation?

Absolutely. CaseMark drafts the scope section covering investigation, pleadings, discovery, motions, ADR, and trial, while clearly excluding appeals and unrelated claims. You can modify covered and excluded services to match your engagement.

Is the generated agreement ready for client signature?

CaseMark produces a comprehensive, professionally formatted agreement with signature blocks. However, as with any legal document, attorneys should review the final output for accuracy and jurisdiction-specific compliance before presenting it to clients.