Once a contract or retainer agreement has been signed between both parties, there's no question that privilege applies. Nonetheless, it generally starts before a contract is officially signed, even if you ultimately do not hire the attorney you had a consultation with.
This is a legal contract between the law firm and the client setting forth the terms of the legal services to be provided and how the client will be charged for the services.
Here's my advice: Pitch only to existing clients or clients you know well. Never pitch a retainer agreement to someone you've never worked with before. Present the retainer as a way to get “front of the line” status. Highlight the benefit of predictable budgeting. Include a small discount (maybe)
What is a retainer agreement? A retainer agreement is a long-term work-for-hire contract between a company and a client that retains ongoing services from you (as a consulting business) and provides you with a stable amount of payments.
This is a legal contract between the law firm and the client setting forth the terms of the legal services to be provided and how the client will be charged for the services.
For removable retainers: Your provider takes a dental impression of your teeth using dental putty, a soft material similar to play dough. They put the putty in trays, then insert the trays over your teeth. A dental laboratory uses the mold to create a plastic (or acrylic) teeth retainer.
Tell them you've been thinking about how a long-term arrangement would help them better accomplish their business goals. Then, if they're open to the idea, offer to write up a monthly retainer proposal that lays out everything you'd provide—and the value of working with you on a long-term basis.
In a much-anticipated ruling, the California Supreme Court held on December 29, 2016 that legal invoices are protected by the attorney-client privilege, and therefore, with some exceptions, need not be disclosed under the Public Records Act.