Sample Pro Bono Retainer Agreement

Companies entrust the task of assigning business within the company to an individual. In companies with pro-bono coordinators, it will be the coordinator, although in at least one company, the submission to the competent lawyer is signed by the pro bono partner for this position. In some companies, pro-bono partners or others (for example. B team leader) can assign things. In defining the assignment of cases, a number of approaches are followed, including e-mails sent to all staff members or lawyers who have expressed an interest in the work (generally, determine the nature of the case, but not the client, the nature of the work required and possible delays); Personally contact lawyers in relevant practice groups or to contact a partner in the relevant area to see who in the group might be able to handle the case. The expertise, availability and interest of a lawyer in this case should be taken into account in the awarding of the questions. Appropriate written procedures will help ensure that the evaluation and approval of proposed pro-bono issues is conducted smoothly and in a timely manner. There are different models for approving pro bono work. Some companies assign this function to their pro-bono committee, other pro bono partners and other pro bono coordinators (see 1.8 Coordination of pro bono work in the company). In other companies, workers, team leaders or other specific committees may be responsible for approving pro-bono work.

The refusal and the reason for the refusal must be recorded. Such recordings will help the company evaluate its pro-bono program (see 1.13 Measurement, Registration and Evaluation). There are different procedures for formally assigning files, once some lawyers have agreed to work on them or monitor them. Good practices would require written notification of the award to the lawyer and supervisory partner. See below.B 3.8 Memorandum on New Topics and 3.6 Reference and Evaluation Form to which the Memorandum refers. Companies with structured bono programs generally have some sort of registry or database of all pro-bono business in the business, which are then used for purposes, including work tracking (see 2.2 Tracking), internal and external reports and evaluation (see 1.13 Measurement, Registration and Evaluation). A review of conflicts will be an essential procedure for deciding whether a pro-bono substance should be approved for inclusion, as with any other issue. The document on a company`s pro-bono procedures should relate to the need for such monitoring and could also set out procedures for dealing with issues of conflict. For example, some questions may be referred to an individual or committee for review and decision (see 2.4 Risk Management for a review of certain conflict of interest issues). In the interest of recording the time and costs spent on pro-bono business and assisting in the evaluation of their pro-bono programs, some companies include reports or evaluation forms as part of their pro Bono material management procedure (see 3.9 Model Evaluation Forms and 3.10 Pro-Bono Closing Report).