Client-care and engagement terms client

8.6 You give clients information in a way they can understand. You ensure they are in a position to make informed decisions about the services they need, how their matter will be handled and the options available to them. 8.11 You ensure that clients understand the regulatory protections available to them.

SRA Code of Conduct for Solicitors, RELs and RFLs · 2019 · archived copy · official source ↗

rC22 Where you first accept instructions to act in a matter: .1 you must, subject to Rule rC23, confirm in writing acceptance of the instructions and the terms and/or basis on which you will be acting, including the basis of charging;

BSB Handbook · current · archived copy · official source ↗

An attorney-at-law shall, when accepting instructions from a client, ensure that the client is advised in writing (in clear and unambiguous language) of the following — (a) the work to be undertaken, including any limitations as to scope; (b) the name and contact details of the member with overall responsibility for the client's matter... (c) the responsibilities of the attorney-at-law and of the client; and (d) details of how to make a complaint

Cayman Islands Legal Services Code of Professional Conduct · 2026 · archived copy

A barrister who proposes to accept instructions directly from a person who is not a solicitor must: (a) inform the prospective client in writing of: (i) the effect of Rules 15 and 17 ... and (b) obtain a written acknowledgement, signed by the prospective client, that he or she has been informed of the matters in (a) above.

Legal Profession Uniform Conduct (Barristers) Rules · 2015 (as amended 14 May 2025) · archived copy · official source ↗

It is recommended that when a solicitor takes instructions, the client is provided with the firm's terms and conditions of business, including its complaints procedure. Where practicable, it is preferable to confirm the instructions in writing and set out in general terms what the solicitor understands their instructions to be and how they intend to carry out the instructions.

Solicitor's Guide to Professional Conduct (Law Society of Ireland) · 4th ed. (2022) · archived copy · official source ↗

A member must, when accepting instructions from a client, ensure that the client is advised in writing (in clear and unambiguous language) of the following; a) the work to be undertaken, including any limitations as to scope; b) the name and contact details of the member with overall responsibility for the client's matter and of any other member or employee dealing with the matter; c) the responsibilities of the member and of the client; d) details of how to make a complaint and whom to contact; and e) the circumstances in which a retainer may be terminated.

Law Society of Jersey Code of Conduct · 1 January 2017 · archived copy · official source ↗

When providing legal services under a limited scope retainer, a lawyer shall confirm the services in writing and give the client a copy of the written document when practicable to do so. [Written confirmation of engagement terms is mandated only for limited scope retainers; for full retainers it is recommended (3.6-1 cmt 3) but not mandated.]

Law Society of Ontario — Rules of Professional Conduct · current · archived copy · official source ↗

Before undertaking a limited scope retainer the lawyer must advise the client about the nature, extent and scope of the services that the lawyer can provide and must confirm in writing to the client as soon as practicable what services will be provided.

Code of Professional Conduct for British Columbia (BC Code) · 2017 · archived copy · official source ↗

A lawyer ... must, in advance, provide in writing to a client information on the principal aspects of client service including ... (a) the basis on which the fees will be charged ... ; (d) the procedures ... for the handling of complaints by clients ... and ... must ... provide in writing to the client ... (b) the name and status of the person ... who will have ... overall responsibility for, the work;

Lawyers and Conveyancers Act (Lawyers: Conduct and Client Care) Rules 2008 · SR 2008/214 · archived copy · official source ↗

You must communicate effectively with your clients and others

Law Society of Scotland — Practice Rules 2011, Rule B1 (Standards of Conduct) · 2011 · archived copy · official source ↗

It is good practice for a solicitor to obtain confirmation of the scope of the retainer in writing from his client at the outset ... A client should be told the name and the status of the person responsible for the conduct of the matter on a day-to-day basis and the partner responsible for the overall supervision of the matter.

Hong Kong Solicitors' Guide to Professional Conduct (Volume 1) · current · archived copy · official source ↗

Unless and to the extent that they are excluded or varied by agreement, all briefs and instructions for Direct Access work are deemed to be accepted by a practising barrister on the terms and conditions of the Recommended Standard Terms of Engagement set out in Annex 6.

Code of Conduct of the Bar of the Hong Kong SAR · 2018 · archived copy · official source ↗