Creating Agreement Templates

Agreement templates save time by pre-defining your standard fee sharing language. When you send a referral, the template auto-populates with the specific details.

Accessing Templates

1. Navigate to Agreements in the sidebar
2. Click the Templates tab
3. View your existing templates or create new ones

Creating a New Template

Step 1: Start a New Template

1. Click + New Template
2. Enter a template name (e.g., "Standard PI Referral Agreement")
3. Optionally add a description

Step 2: Write Your Agreement

Use the editor to write your fee sharing agreement. Include:

• Introduction - Parties to the agreement
• Recitals - Background and purpose
• Terms - Fee percentage, payment terms, obligations
• Conditions - When fees are payable
• Signatures - Signature blocks for both parties

Step 3: Add Variables

Insert dynamic variables that will be replaced with actual data:

This Fee Sharing Agreement is entered into between {{referring_firm_name}} 
("Referring Firm") and {{receiving_firm_name}} ("Receiving Firm").

RE: {{lead_first_name}} {{lead_last_name}} ("Client")
Case Type: {{case_type}}

Referring Firm shall receive {{fee_percentage}}% of any attorney fees...

See Using Variables for the complete list.

Step 4: Configure Signature Blocks

Add signature placeholders:

REFERRING FIRM:

______________________________
{{referring_firm_signatory_name}}
{{referring_firm_name}}
Date: {{referring_firm_signature_date}}


RECEIVING FIRM:

______________________________
{{receiving_firm_signatory_name}}
{{receiving_firm_name}}
Date: {{receiving_firm_signature_date}}

Step 5: Save Template

1. Click Save Template
2. Template is now available for referrals

Template Components

Header

Identify the document:

FEE SHARING AGREEMENT

Agreement Number: {{agreement_number}}
Date: {{agreement_date}}

Parties Section

Identify who's involved:

This Agreement is between:

REFERRING FIRM:
{{referring_firm_name}}
{{referring_firm_address}}
Contact: {{referring_firm_contact_name}}

RECEIVING FIRM:
{{receiving_firm_name}}
{{receiving_firm_address}}
Contact: {{receiving_firm_contact_name}}

Matter Description

Describe the referred case:

RE: {{lead_first_name}} {{lead_last_name}}
Case Type: {{case_type}}
Description: {{case_description}}
Incident Date: {{incident_date}}

Fee Terms

Specify the fee arrangement:

1. FEE PERCENTAGE
Referring Firm shall receive {{fee_percentage}}% of the Net Attorney Fees 
collected by Receiving Firm in connection with the above-referenced matter.

2. DEFINITION OF NET ATTORNEY FEES
"Net Attorney Fees" means the gross attorney fee collected, minus any 
costs advanced and third-party referral fees.

3. PAYMENT TERMS
Payment shall be due within thirty (30) days of Receiving Firm's 
receipt of attorney fees in the matter.

Obligations

Define responsibilities:

4. RECEIVING FIRM OBLIGATIONS
- Diligently pursue the matter
- Keep Referring Firm informed of significant developments
- Provide accountings upon request

5. REFERRING FIRM OBLIGATIONS  
- Provide all relevant case information
- Assist in client transition
- Not interfere with Receiving Firm's handling

Signature Block

For e-signatures:

IN WITNESS WHEREOF, the parties have executed this Agreement.

REFERRING FIRM:
Signature: {{referring_firm_signature}}
Name: {{referring_firm_signatory_name}}
Title: {{referring_firm_signatory_title}}
Date: {{referring_firm_signature_date}}

RECEIVING FIRM:
Signature: {{receiving_firm_signature}}
Name: {{receiving_firm_signatory_name}}
Title: {{receiving_firm_signatory_title}}
Date: {{receiving_firm_signature_date}}

Managing Templates

Editing a Template

1. Go to Agreements → Templates
2. Click on the template to edit
3. Make your changes
4. Click Save

Duplicating a Template

Create variations:

1. Open the template
2. Click Duplicate
3. Rename the copy
4. Modify as needed
5. Save

Deleting a Template

1. Open the template
2. Click Delete
3. Confirm deletion

Setting a Default Template

1. Open the template
2. Click Set as Default
3. This template will be used automatically for new referrals

Template Best Practices

Language

• Use clear, unambiguous terms
• Define key terms (Net Attorney Fees, etc.)
• Include governing law provision
• Specify dispute resolution method

Structure

• Use numbered sections for reference
• Keep paragraphs concise
• Highlight key terms in bold

Variables

• Use variables for all dynamic content
• Test variables with sample data
• Include fallback text for optional fields

Compliance

• Have your template reviewed by counsel
• Ensure compliance with bar rules in your jurisdiction
• Include required disclosures

Sample Template

Here's a basic template to get started:

FEE SHARING AGREEMENT

This Agreement is made as of {{agreement_date}} between:

{{referring_firm_name}} ("Referring Firm")
{{referring_firm_address}}

and

{{receiving_firm_name}} ("Receiving Firm")
{{receiving_firm_address}}

WHEREAS, Referring Firm has referred to Receiving Firm the matter of 
{{lead_first_name}} {{lead_last_name}} ("Client") involving {{case_type}};

NOW, THEREFORE, the parties agree:

1. Receiving Firm shall pay Referring Firm {{fee_percentage}}% of the 
   attorney fees collected in this matter.

2. Payment shall be due within 30 days of fee collection.

3. This Agreement shall be governed by the laws of [State].

{{referring_firm_signature_block}}

{{receiving_firm_signature_block}}

Next Steps

• Using Variables - Complete variable reference
• Sending for Signature - Use your template