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).


"We have been using the lien resolution services Synergy offers for over a year, and it has been a load off of our back. As a trial attorney, I need my staff to spend time on litigation, not waste their time on hold with Medicare. The time and effort that we used to spend resolving issues with Medicare is now being used in much more productive ways. I haven’t called Medicare in over a year, and I hope I don’t have to call them again."

John D. Ayers, Esq.
Marks & Harrison, P.C.

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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