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Developing clear lines of communication with your clients begins when you are retained. One of the best client communication tools, from a risk management perspective, is the retainer or engagement letter. You’ve read about engagement letters in CLIA Loss Prevention Bulletins here and here and about non-engagement letters here, but are you actually using them in your practice? That’s the question recently asked by Jett Hanna of Texas Lawyers’ Insurance Exchange in his article, Do You Really Write Engagement Letters? He emphasizes the importance of writing a strong engagement letter and outlines the essential contents. The same topic was also recently considered by Mark Bassingthwaighte in his post, Do you think engagement letters are optional? If your answer to the question is “No” you should really ask yourself, Why not? Bassingthwaighte says: “Set the excuses aside. A well drafted engagement letter creates a road map of the terms and conditions of the representation.” The Canadian Lawyers Insurance Association provides loss prevention information solely for the benefit of CLIA insured lawyers. The content and links provided in Loss Prevention eBytes are intended as resources to qualified lawyers who should exercise due care and their professional judgment in adapting or making use of any content.
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