Overview of Engagement Letter


What is this document?

This document is used by a lawyer to establish a lawyer-client relationship with his or her client. It outlines the relationship between the lawyer and client, the scope of the work and information about pricing. Once it is signed this letter formally ‘engages’ the lawyer and the work can commence.  


When would I use this document?

This document is be used by a lawyer to establish a lawyer-client relationship and to clarify the scope of the legal work covered by the engagement.


Who signs this document?

This document is signed by a lawyer and the potential client.


More details about this document

This document may include additional features required by law, including client identification forms required by the governing body of the legal profession or under anti-money laundering legislation. The document may also deal with the methods of communication to be used, conflicts of interest, confidentiality and protection of privacy.


What are the core elements of this document?

The core elements of an engagement letter are identification of the client, the scope of legal services to be provided, the fees applicable to the legal services, cost of disbursements, and payment methods.


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