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FINAL Client Engagement Letter

This document is a legal engagement letter confirming the representation of a client in a lawsuit by a law firm. It outlines the terms of engagement, including billing options, estimated costs, and the firm's commitment to providing legal services. The letter also addresses the handling of advance payments and the firm's procedures in case of unforeseen circumstances affecting the attorney's ability to continue representation.

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0% found this document useful (0 votes)
41 views2 pages

FINAL Client Engagement Letter

This document is a legal engagement letter confirming the representation of a client in a lawsuit by a law firm. It outlines the terms of engagement, including billing options, estimated costs, and the firm's commitment to providing legal services. The letter also addresses the handling of advance payments and the firm's procedures in case of unforeseen circumstances affecting the attorney's ability to continue representation.

Uploaded by

critshakun
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

[Date]

[Client First Name] [Client Last Name]


[Client Street Address]
[Client City], [Client State] [Client Zip]

RE: Employment of [Client First Name]

Dear [Client Last Name] :

Thank you for selecting (enter you Firm Name here) to represent you with respect to
[Client Matter]. This letter will confirm our recent discussion regarding the scope and terms of this
engagement.

Our firm has agreed to represent you in this lawsuit. I personally will supervise the case. However, it is
anticipated that other lawyers and legal assistants in the firm also will work on the case.

[Detail of services, limitations on the scope of the representation.]

Straight Hourly Option You have agreed to pay for our services based on the time we spend working on
the case. My current hourly rate is $ [Straight Hourly Rate] per hour. The rates of our associates currently
range between $ [Associates Min Straight Hourly Rate] and $ [Associates Max Straight Hourly Rate] per
hour. Legal assistants, who will be utilized where appropriate to avoid unnecessary attorney fees,
currently are charged at $ [Legal Assistants Straight Hourly Rate]. These rates are subject to change once
a year, usually in December. Generally you will be billed for all time spent on your matter, including
telephone calls.

Value Added Billing Option You have agreed to pay for our services based on the time we spend
working on the case, with allowance for reduction or increase in fees under certain circumstances. My
current hourly rate is $ [Value Added Hourly Rate] per hour. The rates of our associates currently range
between $ [Associates Value Added Min Hourly Rate] and $ [Associates Value Added Max Hourly Rate]
per hour. Legal assistants, who will be utilized where appropriate to avoid unnecessary attorney fees,
currently are charged at $ [Legal Assistants Value Added Hourly Rate]. These rates are subject to change
once a year, usually in December. On occasion, time may be written off before a statement is sent because
we feel there has been some degree of inefficiency in the work, or for other reasons. On the other hand,
fees may be raised above hourly rate levels, based on the complexity of the matter, superior results, or
other factors. If applied, we will discuss any such increases with you, and believe you will find them
appropriate.

We will forward billing statements monthly. They will contain a description of services, including the
date, the person rendering the service, the amount of time involved, and a description of the task
accomplished. Monthly statements also will itemize monies we have advanced on your behalf, such as
service and filing fees, expert witness fees, court reporter fees, and charges for investigation, travel and
accommodation, telephone long distance, photocopies and telecopies.

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Legal Client Engagement Letter
As discussed, our current estimate for this engagement is $ [Current Estimate for Work].
[Detail items the estimate covers and does not cover.]
This estimate is imprecise as my knowledge of the facts at this time
is limited. We will advise you if fees will be significantly higher than this estimate. At such time, you
may decide to restrict the scope of our efforts or we may make other adjustments. This estimate does not
include cost items.

You have paid us the sum of $ [Advanced Payment Amount] as an advance against fees and costs, which
we have deposited to our trust account. After your receipt of monthly statements, we will pay the amount
of the statement from the trust account. If any portion of the advance is unexpended at the conclusion of
the case, it will be refunded to you. If the advance is expended, you have agreed to pay subsequent
monthly statements on receipt. An interest charge of one and one-half percent per month is charged on
statement balances not paid within 30 days of billing.

You will appreciate we can make no guarantee of a successful conclusion in any case. However, the
attorneys of this firm will use their best efforts on your behalf.

[Special disclosures that may be appropriate, such as potential conflicts of interest, client confidentiality
issues, etc.]

My objectives are to provide you with excellent legal services and to protect your interests in the event of
my unexpected death, disability, impairment, or incapacity. To accomplish this, I have arranged with
another lawyer to assist with closing my practice in the event of my death, disability, impairment, or
incapacity. In such event, my office staff or the assisting lawyer will contact you and provide you with
information about how to proceed.

If this letter fairly states our agreement, will you please so indicate by signing and returning the enclosed
copy in the enclosed business reply envelope. If you have any questions or concerns, please call me to
discuss them. We greatly appreciate the opportunity to represent you on this case and look forward to
working with you.

Sincerely,

Attorney Name

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Legal Client Engagement Letter

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