If you opt for an engagement letter or a preservation agreement, the language and meaning must be clear and you must explain the terms of the document so that the client understands the extent of the professional relationship. Communication that you do not want to keep is only part of the equation. It is important for the person to understand that a solicitor-client relationship has not been formed, and to know that while you are not advising them on the potential usefulness of their situation, there may be restrictions that affect their rights or duties, and suggest that they will seek the advice of another lawyer. As mentioned above, it is best to confirm your retention or non-commitment in writing. The Law Society has a non-committal letter model in its resources. Retainer agreements are essential in a well-organized practice. They are especially useful when the customer reads them! There are places where I ask for initials. It`s not sure it`s guaranteed to read it, but I hope it will help. (iii) If I have acted for one or more of you in one or more related cases and have an ongoing relationship with them, I recommend that each of you seek independent legal advice on whether we are acting for both of you in a common conservation, as our relationship continues.
Letters to retainer or agreements should contain a reference: Retainer letters are a useful tool for managing client expectations and documenting the lawyer`s and client`s intention regarding their contractual relationship. A good preservation letter defines, among other things, the volume of services, the amount of fees and payments, and the basic rules for communication and termination of the relationship. If you do not confirm the preservation in writing, you put unnecessary risks in your office. If circumstances change, so it is necessary to review conservation, you should first discuss the need to change with the client and then confirm your new understanding in writing.