Limited Representation Policy
(Any questions or comments regarding these terms or fees should be directed to admin@q-law.com)
What follows are my limited representation and retainer policies, as of May, 2025. I reserve the right to amend or supplement them with advance notice to existing clients.
Limited Representation Policy. No client has any commitment to me beyond the immediate project at hand, and likewise, I have no commitment to continuing representation following the conclusion of the project for which I was initially engaged. This is what I call “limited representation,” and it commences when legal representation officially begins as explained in my Engagement Letter, and ends with the conclusion of the project, or termination of the attorney-client relationship, if earlier. Upon completion of the project, the attorney-client relationship automatically concludes. I do not send out a “file-closing letter” saying this – this policy you are now reading speaks for itself. Following the conclusion of the matter or project, I will have no duty to provide continuing representation on any other matter, including the previous matter for which my duty of representation ended. If you are in doubt as to whether the project is completed, you should contact me to discuss the matter.
Retainer Policy. I require the payment of a retainer in advance for all new clients until they become continuing clients. And I reserve the right, in my sole judgment, to say when a client has become a “continuing client” such that I will not ask for a retainer paid in advance.[1] While we may preliminarily discuss the nature of your issue and the scope of work, unless I state otherwise in writing, no attorney-client relationship shall commence, and no work shall be performed, until payment of the agreed-upon retainer has been confirmed and an Engagement Letter signed by the client.
Accordingly, in the case of all new clients, and those with whom I have only occasional contact, I will ask for a retainer. I will determine the amount of the retainer, based upon my best estimate of what I believe the scope of work entails. Please understand that the calculation of any retainer is based not only upon the time to produce a product, e.g. a contract, but also the time I expect to consume in client-requested changes, questions, and explanations that invariably follow.
The retainer is an estimate only; it is not a fixed fee or bid. If the retainer is consumed and the project not yet complete, I reserve the right to request payment of an additional retainer. If you are not prepared to pay an advance retainer, I cannot represent you.
I encourage clients to use a credit card to make their retainer deposit via my online trust account; it is the quickest payment method, and allows me to commence work sooner. HOWEVER, AS CLIENTS KNOW, THEIR USE OF A CREDIT CARD FOR PAYMENT RESULTS IN A 3% (OR MORE) CHARGE TO THE VENDOR BEING PAID. IN THE CASE OF YOUR ADVANCE PAYMENT INTO THE QUERIN LAW TRUST ACCOUNT, WE ARE IMEDIATELY ASSESSED 3% IN ONE LUMP SUM. QUERIN LAW DOES NOT PASS THAT LUMP SUM CHARGE IMMEDIATELY ON TO THE CLIENT. RATHER, AS THE FUNDS ARE TAKEN FROM TRUST FOR BILLED FEES, THE CLIENT IS FIRST CHARGED 3% ON THAT AMOUNT, BEFORE THE TRUST FUNDS ARE APPLIED TO EARNED FEES. THIS MEANS THAT OVER TIME THE CLEINT’S TRUST RETAINER IS APPLIED NOT ONLY FOR BILLED FEES, BUT ALSO FOR REIMBURSEMENT OF THE 3% LUMP SUM CHARGED TO QUERIN LAW. THIS IS REFLECTED ON THE CLIENT’S BILLING STATEMENT. LASTLY, IF ANY PORTION OF THE TRUST ACCOUNT IS REFUNDED, IT WILL FIRST BE APPLIED TO REPAYMENT OF THE 3% CHARGE ORIGINALLY ASSESSED. THE 3% CHARGE IS NOT INCOME TO QUERIN LAW. IT IS ONLY REIMBURSEMENT TOWARD THE INITIAL CHARGE IT PAID WHEN THE TRUST DEPOSIT WAS MADE.
The retainer deposited into this account is not withdrawn until earned. In the event the project or matter is terminated early for any reason, or upon its completion, any unearned deposit is returned. You should expect to receive a monthly accounting of my time spent on your behalf, fees earned, costs advanced, and the balance remaining in trust, if any.
In the event a client fails or refuses to pay a retainer or outstanding bill for my legal services, subject only to Oregon State Bar rules, I reserve the right to immediately cease all work, and withdraw from representation.
Clients are entitled to terminate the attorney-client relationship at any time, for any reason or no reason – as am I. Subject to the above, any unearned retainer held on deposit will be refunded.
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[1] For continuing clients with large projects, litigation, arbitration, complex matters or expert opinions, I will also ask for the payment of an advance retainer.
[Rev. 2025]