Premier Practice Institute

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1: How do I create the right Medicaid Retainer Agreement for my firm?

You will need to decide in your law practice whether or not you will need a standalone Medicaid Retainer Agreement. While some firms prefer to have one retainer agreement that contains every legal service available, others prefer to have customized contracts for specific practice areas. Whichever way you prefer, the key is to choose your method and then add it to your overall workflow with your Medicaid Practice Area.

2: Let’s Get to Training!

In this section, you will find our recent webinar on this topic. We have a clean recording for you right here to watch in case you missed the live session, available to you 24 / 7 / 365.

3: Practice42 Sample 3 Phase Medicaid Retainer Agreement

It is important to select a retainer agreement that best meets your law practice needs. Here you will find a sample retainer agreement that illustrates the three potential phases of Medicaid practice work

4: Law Practice Management Software Considerations

If you choose to automate this area of your law practice, consider two things. First, within your law practice management software you can automate the e-signature option within the program.
If your program does not offer this natively, you can request to add an approved integration for this service.

Second, if you will be automating your intake process, you may wish to provide for an e-signature of a retainer agreement even when the potential client is with you in the first meeting. This means you may need to invest in a tablet or other form of portable technology to be able to add this resource to your practice.

If you would like to learn more about this process, take a look at the training resources in our Law Practice Software Library section.