What are my obligations to a client after an initial interview?

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I’m a partner in a small litigation practice. We want to expand our client base and increase profitability. We’re considering offering initial fixed-fee interviews at a reduced hourly rate. What are our obligations to the client after the interview?

You should write to the client confirming the discussions held during the initial interview if you:

  • agreed to do so during the initial interview
  • want to record the advice you have given so that there can be no misunderstanding
  • agree to act further for the client

If you’re continuing with the retainer, you should make sure that specific items agreed during the interview are included in any written terms and conditions sent to the client.

For more information, see our practice note on client information requirements.

Disclaimer

While every effort has been made to ensure the accuracy of the information in this article, it does not constitute legal advice and cannot be relied upon as such. The Law Society does not accept any responsibility for liabilities arising as a result of reliance upon the information given.

Have you got a practice question?

Call the Practice Advice Service on 020 7320 5675 or email practiceadvice@lawsociety.org.uk.

The Practice Advice Service is staffed Monday to Friday from 9am to 5pm.