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Templates / Contract

Free Immigration Retainer Agreement Template

An immigration retainer agreement covers scope, monthly case management terms, payment timing, privacy, responsibilities, and how the engagement ends.

Immigration Retainer Agreement template preview

Language:

en

Category:

Last updated:

October 2026

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Portal messages land, deadlines move, and one missing document can turn into weeks of delay. The Immigration Retainer Agreement gives the working terms for an employment pass retainer, so the file doesn’t sit while everyone assumes someone else is watching it. The pages run in deep indigo with a yellow-olive call to action under Raleway headings and Roboto body text, which keeps each clause easy to scan when the details matter.

The opening section explains how the retainer runs alongside any accepted proposal for the same matter, and what happens if the wording doesn’t match. The scope section covers what gets handled in the application and the ongoing case management, including checklist review, narrative alignment, online form completion, lodgement, tracking, and authority follow-ups tied to what was filed. Payment splits setup work from monthly case management, defines when work counts as complete, and says non‑urgent work can pause on overdue invoices, while the responsibility clauses draw a clear line between careful filing and decisions that sit with MOM or ICA... and the ending clause confirms the handover pack, what’s still outstanding, and the signature.

  • How I will work with you Explains how the retainer applies from acceptance and how it aligns with an accepted proposal if there is one.
  • What I will handle Defines the application work and ongoing case management, plus the client’s part in supplying documents and updates.
  • Payment Splits setup work from the monthly retainer, states invoice timing and due dates, and explains what happens if payment is late.
  • Privacy and file copies Covers how information gets used and shared, plus what file copies the client receives when fees due are paid.
  • Ending the engagement Says how either side can end or pause the retainer, what gets handed over, and includes the signature section.

In Plutio, the contract gets sent for online acceptance and signature, with your names, dates, rates, and any terms you handle differently swapped in before it goes out.

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What to include in an immigration retainer agreement

PartWhat it covers

This Immigration Retainer Agreement sets out

Explains when the retainer agreement starts, how it relates to an accepted proposal for the same matter, and how conflicts in writing get resolved before work continues.

What I will handle

Describes the employment pass retainer scope, including what gets drafted, filed, tracked, and followed up after lodgement, plus what the client must supply and keep updated.

Payment

Defines setup billing versus monthly case management, when each invoice is issued and due, and when non‑urgent work can pause on overdue payment.

Privacy and file copies

Covers confidentiality, limited third‑party sharing where needed to progress the matter, and what records and file packs are provided when the engagement ends.

How I’m engaged

States the independent professional relationship and authority limits, and notes any internal approval steps to confirm up front so drafting and filing stays aligned.

Monthly retainer rhythm

Explains the month‑to‑month renewal, how the stop date works if either side ends the retainer, and what open items get confirmed in writing.

What I’m responsible for

Defines the standard of care and tracking responsibility, while separating that from outcome or processing time, and explains what happens when facts change or documents arrive late.

Ending the engagement

Covers pause or termination on notice, payment up to the end date, what gets confirmed about status and deadlines, and includes the Signature block for acceptance.

Who it is for

Immigration lawyers and immigration consultants handling employment pass retainers where the employer and candidate need clear scope, payment terms, and handover wording.

The contract in full

This Immigration Retainer Agreement sets out how I will work with you on the employment pass retainer. It applies from the date you accept it and, if there is an accepted proposal for this matter, it should be read alongside that proposal so the scope, fees, and timeline line up in one place. If anything in writing conflicts, I will flag it early and I will not proceed on the conflicted point until we agree which version to follow.

What I will handle

The employment pass retainer covers the application work and the ongoing case management described below, for the candidate or pass holder named in the accepted proposal. It includes eligibility and checklist review, drafting and alignment of the employer narrative, online form completion, lodgement, tracking, and handling authority follow-ups that relate to what was filed.

The specific deliverables, milestones, and any fixed inclusions or exclusions are the items listed under this clause. You will give me the documents and answers I request by the dates we agree, and you will tell me as soon as anything material changes, such as job title, salary, employer details, travel plans, or family members to be included.

Payment

I split fees into setup work and ongoing monthly case management. Setup work is billed 50% to start, and the other 50% when the application work is complete. I treat “complete” as the point where the application has been drafted, filed, and I have delivered the filed bundle and next-step plan, even if the authority decision comes later.

Ongoing work is invoiced at the start of each month. Every invoice is payable within 7 days of its date. If an invoice goes unpaid, I will pause non-urgent work and I may miss authority deadlines if I cannot resume in time. I will tell you what is at risk before any pause affects a filing or reply.

Privacy and file copies

I keep your information private and I use it only to run the application, respond to MOM or ICA queries, and maintain your file record. This includes the documents you provide, drafts, portal messages, and details about the role and employer. If I need to share anything with a third party (for example, a translator you engage, or an external signatory), I will do it only to the extent needed to move the application forward.

When the engagement ends, you keep ownership of your source documents and the final filed forms and letters once fees due are paid. I will keep a copy of the matter record for my own compliance and reference, and I can provide you a copy of the final file pack on request.

How I’m engaged

I am engaged as an independent professional providing legal services. I am not your employee, and I do not have authority to hire staff on your behalf, sign contracts for you, or make representations that go beyond what you have approved for filing. You remain responsible for your business decisions, internal HR processes, and the factual accuracy of the information you give me.

I use my own tools, templates, and working methods to draft, review, and file. I am responsible for my own taxes, insurance, and professional obligations. If you have internal compliance steps you want me to follow (for example, who must approve the employer letter), tell me at onboarding so I can build it into the filing plan.

Monthly retainer rhythm

The employment pass retainer is bought as a retainer with a monthly rhythm for case management, follow-ups, and deadline tracking. The monthly retainer period runs month to month and renews automatically. I invoice the monthly fee at the start of each month, and that invoice is payable within 7 days.

Either of us can stop the monthly retainer by written notice. I will confirm the stop date in writing and what work is still open at that point, such as an outstanding authority query or a pending card-collection step. If you stop mid-month, I will not start new non-urgent work after the stop date, but I will hand over the current status clearly so nothing is left hanging.

What I’m responsible for

I am responsible for doing the work with reasonable care, keeping track of what is outstanding, and filing what we agree to file. I am not responsible for the outcome or processing time of any application, because decisions and timelines sit with MOM or ICA. I also cannot protect you from delays caused by missing documents, late replies, or changes in facts that happen after drafting.

My work relies on what you and your employer provide. If information is incomplete, inconsistent, or changes after review, I may need to revise the draft story and supporting bundle. I will tell you promptly when that happens, and if it changes the scope materially I will price it and get your written go-ahead before I do the extra work.

Ending the engagement

You can pause or end the employment pass retainer by written notice. I may also end the engagement by written notice if I cannot continue professionally, if you ask me to file something I believe is misleading, or if invoices remain unpaid. In all cases, I will confirm where the matter stands: what has been filed, what is still outstanding, and the next deadlines or portal steps.

You will pay for work completed up to the end date and any disbursements already incurred. If a monthly invoice has been issued, it remains payable within 7 days of its date. After payment of amounts due, I will provide the latest filed bundle and key correspondence in a sensible handover pack so you or a replacement adviser can pick up without guessing.

Signature

Legal Notice: Please consult legal advice and carefully review the content of this contract template before implementing this template in your business.

Questions about this contract template

What should an immigration retainer agreement include?

An immigration retainer agreement usually covers scope of work, fees and billing timing, privacy and file handling, responsibilities, and how the engagement ends. This one also describes the monthly retainer rhythm for case management and what happens if payment is late.

What documents do you need from me and my employer?

The agreement says the client provides documents and answers requested by agreed dates and flags material changes as soon as they happen. The scope section names the kinds of inputs that commonly change a file, like job title, salary, employer details, travel plans, or family information.

Who submits the application in the portal?

The scope language covers online form completion, lodgement, tracking, and authority follow‑ups tied to what was filed. The agreement also limits authority to what has been approved for filing, so the filing actions stay within what the client has signed off.

Is monthly case management included in an immigration retainer?

A monthly retainer can cover ongoing case management, follow‑ups, and deadline tracking, and this agreement describes that rhythm explicitly. The monthly period renews month to month, with invoices issued at the start of each month and due within 7 days.

Can an immigration lawyer guarantee approval or processing time?

No contract can promise the outcome or timeline of an immigration decision, because the decision and processing time sit with the authority. This agreement separates careful drafting and filing from outcomes controlled by MOM or ICA.

What happens if the client stops the retainer mid-month?

The agreement says either side can stop the monthly retainer by written notice, with a confirmed stop date and a clear status update on what’s still open. After the stop date, new non‑urgent work won’t start, and the handover confirms filed items, outstanding steps, and the next deadlines or portal actions.

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