Getting the Matter Underway
The first folder in every By Lawyers matter plan is Getting the matter underway. It does what it says on the tin!
This folder provides all the precedents required to commence a matter in a particular area of law, along with practical commentary about managing client engagement, client identification, source of funds, and taking instructions.
Retainer instructions
One of the most important tasks when acting in any area of law is taking the client's initial instructions. It is critical to take accurate, comprehensive instructions covering every necessary aspect of the matter so the scope of the retainer can be agreed on, legal and factual issues can be identified and understood, and the client can be properly advised.
Every By Lawyers matter plan has Retainer Instructions precedents drafted and refined by experienced practitioners to make this critical process as efficient as possible. They assist practitioners in obtaining all relevant information up-front. The Retainer Instructions precedents are currently being reviewed for enhanced formatting and functionality.
The By Lawyers Practice Management guide now includes a folder containing all By Lawyers Retainer Instructions precedents, making it easier to reference and access these important practice and risk management tools.
Retainer agreements
The Getting the matter underway folder also includes Retainer Agreement precedents. These important documents comply with all regulatory requirements to ensure that mandatory information and details about costs are disclosed, clients are happy, and the firm gets paid.
