Client care letters & TOB

Client care letters & TOB guidance:

This Practice Note contains a chronological list of substantive changes to our Client care letter—law firms 2011 [Archived] and Terms of business—law firms 2011...

Practice Note

[Letterhead] Dear [Insert client’s name] Re [describe matter] Thank you for your instructions to act on your behalf in connection with [describe matter]. This engagement...

Precedents

This Practice Note is intended for law firms. It sets out key information requirements in the SRA Standards and Regulations that are relevant to client care letters and...

Practice Note

A: General information Date of annual review Person conducting annual review B: Review and findings Does your client care letter and/or terms of business comply with...

Precedents

Letterhead Dear [insert client's name] Re [describe matter] Thank you for your instructions to act on your behalf in connection with [describe matter]. This letter and...

Precedents

A client care letter (CCL) that is clear, easy to understand and contains the right information can help improve your business by: • demonstrating the values and high...

Practice Note

There is very little information that the SRA specifically requires you to provide to the client in writing at the outset of their matter, ie in your client care letter...

Practice Note

There is very little information that the SRA specifically requires you to provide to the client in writing at the outset of their matter, ie in your client care letter...

Practice Note

Wording 1: Private client We have discussed various options for funding your costs, such as: • legal expense insurance—eg under your house or car insurance • a no win no...

Precedents

[Letterhead] Dear [insert client’s name] Re [insert summary of the scope of services covered by the general retainer] This general retainer letter and the attached Terms...

Precedents

Letterhead Dear [insert client's name] Re: [insert] This general retainer letter and the attached Terms of Business explain the basis on which we will be acting for you...

Precedents

Letterhead Dear [insert client's name] Re This general retainer letter and the attached Terms of Business explain the basis on which we will be acting for you in...

Precedents

Standard CFA (success fee and costs insurance premium not recoverable inter partes) We have discussed various options for funding your costs, such as: • legal expense...

Precedents

CFA in diffuse mesothelioma proceedings We have discussed various options for funding your costs, such as: • legal expense insurance, eg under your house or car insurance...

Precedents

CFA in privacy or insolvency proceedings We have discussed various options for funding your costs, such as: • legal expense insurance, eg under your house or car...

Precedents

Standard CFA (success fee and costs insurance premium not recoverable inter partes) We have discussed various options for funding your costs, such as: • legal expense...

Precedents

Standard CFA (success fee and costs insurance premium not recoverable inter partes) We have discussed various options for funding your costs, such as: • legal expense...

Precedents

Standard DBA (employment tribunal) We have discussed various options for funding your costs, such as: • legal expense insurance, eg under your house or car insurance •...

Precedents

Standard DBA (general litigation or advocacy) We have discussed various options for funding your costs, such as: • legal expense insurance, eg under your house or car...

Precedents

Standard DBA (personal injury and clinical negligence) We have discussed various options for funding your costs, such as: • legal expense insurance, eg under your house...

Precedents

Re: [Your matter] We are writing to inform you that[ subject to your agreement] [state name of new fee earner] will take over conduct of your matter [with immediate...

Precedents

In May 2018, the way in which we are required to treat your personal data [changed OR is changing], as a result of the EU General Data Protection Regulation (GDPR). We...

Precedents

Thank you for providing instructions on behalf of [insert corporate client’s name] in relation to [insert description of matter]. We are required to provide certain...

Precedents

Option 1: Payments made to independent claims management company Your matter was referred to us by [insert name of introducer], which is a claims management company. We...

Precedents

We take your privacy very seriously. Please read this privacy policy carefully as it contains important information on who we are and how and why we collect, store, use...

Precedents

Option 1: Fixed referral fee wording Your matter was referred to us by [insert name of introducer], to whom we have paid a referral fee of £[insert amount]. We will not...

Precedents

1 Our contract with you 1.1 These Terms of Business (as updated from time to time) apply to all work we do on your behalf. It is an important document—please read and...

Precedents

The purpose of this document is to confirm the arrangements between us. [Although your continuing instructions in this matter will amount to your acceptance of these...

Precedents
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