Synergy Blog

Time to Revise Retainers for Lien Resolution Outsourcing?

By Daniel J. Alvarez, Esq.

Q.  Is it time to revise your retainer agreement?

A.  If it does not address the new Florida Bar Rule in regards to lien resolution, the answer is probably yes.  To see a copy of the rule adopted by the FL Bar click HERE.  The rule is pending final approval by the Florida Supreme Court.  The new Florida Bar rule allows an attorney to outsource lien resolution functions and pass the costs along to the client.

Inserting some variation of the language below to your retainer agreement could be helpful should you choose outsource this function in the future.

Example language:

We understand that current laws with regards to (Healthcare Providers) may require all parties involved in this matter to compromise, settle, or execute a release of Healthcare Providers’ separate claim for reimbursement / lien for past and future payments prior to distributing any verdict or settlement proceeds. We agree that the law firm may hire separate experts / case workers who assist with resolving any Healthcare Providers’ reimbursement claims or liens for past and/or future injury-related medical care. The expense of any such service shall be treated as a case expense and deducted from our net recovery and shall not be paid out of the law firm’s contingent fee in this matter.


If you would like more suggestions in terms of language to incorporate into your retainer agreement regarding outsourcing or sample letters to your client, contact us at

Please call one of our lien specialists today with any questions at (877) 907-LIEN (5436).


Thank you so much for the services your firm provided to our client. Should the need arise again, we will ALWAYS use Synergy. Your customer service was outstanding and the guidance and instructions your office gave us with our client's Medicare waiver application was instrumental in getting a FULL waiver of his Medicare lien. I know our clients were very grateful for your help, too. And, I just wanted to write and let you know how happy we were with your services. We will always recommend your company to any other plaintiff's attorneys that need help with lien reduction or waivers. Thank you again!

Peggy Rothenberger, Legal Assistant to Henry Moore
Law Offices of Henry Moore

"I was smart enough to hire Synergy Lien Resolution Services. Kudos to Synergy for tracking down ALL the medical bills, hounded Medicaid to pay them all, got all providers to state zero balances and then negotiated Medicaid down to accept $30K [down from 200k] to wipe out all of the medical bills."

Marianne Howanitz, Esq
Marianne Howanitz Law Offices

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