Call Us Now 888.512.8878

First off, a proper engagement letter documents the understanding between you and your client as to exactly what you are hired to do. This should strengthen the relationship and ultimately be good for future business from this client.

Secondly, a proper engagement letter is critical in helping to provide the lawyer with a strong defense should the association turn into a professional liability claim.

A proper engagement letter should include a minimum of the following:

  1. A clear description of the scope of the representation and legal services to be performed by the attorney or firm.
  2. The identity of all parties for whom the insured agreed to perform such legal work.
  3. The fee arrangement for such legal services; and 
  4. A description of the lawyer or firm’s file retention and destruction policy

The agreement should be signed by all parties mentioned in the engagement letter prior to the lawyer’s commencement of representation, but in no event more than thirty days after commencement of such representation.

The CNA Lawyer’s Professional Liability Program feels so strongly about the importance of these signed agreements that they will waive 50% of an insured’s deductible up to $25,000 if a signed, proper engagement letter was used for the matter/claim in controversy. Please contact me with any questions or comments.

By Dan McKenna, JD, RPLU
(800) 247-1403
dmckenna@mitchellandmitchell.com

Share |


No Comments


Post a Comment
Name
Required
E-Mail
Required (Not Displayed)
Comment
Required


All comments are moderated and stripped of HTML.
Submission Validation
Required
CAPTCHA
Change the CAPTCHA codeSpeak the CAPTCHA code
 
Enter the Validation Code from above.
NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive


View Mobile Version
CNA Logo
The Hartford Logo
Travelers Logo
Anthems Logo
Blue Shield of California Logo
Guardian Logo
Kaiser Permanente Logo
Golden Eagle Insurance Logo
Mercury Insurance Logo
Chartis Logo