Retainer Billing Policy Drafting

I need a seasoned billing strategist to turn my firm’s ideas into a clear, ready-to-implement client-facing policy built entirely around retainer-based billing.

Here is what I have in mind:

• A concise policy document that spells out how retainers are set, replenished (evergreen or otherwise), applied to invoices, and refunded at matter close.
• Standard language for engagement letters and fee agreements that mirrors the policy and satisfies professional-conduct rules in our jurisdiction.
• Practical workflow guidance—think Clio, LawPay, QuickBooks, or similar—showing how my team should record time, generate invoices, and track trust balances so the policy lives beyond paper.
• A short internal FAQ or checklist my staff can follow when onboarding new matters.

I will provide our current engagement letter and any jurisdictional ethics opinions we rely on; you return a polished, compliant set of documents that I can hand to attorneys and clients without further edits.

Please outline your process and the timeline you need to deliver the final drafts and any supporting materials.