Legal Engagement Letter Template for New Zealand

The Legal Engagement Letter is a crucial document required under New Zealand law to formalize the relationship between legal practitioners and their clients. It serves as both a regulatory compliance document and a practical guide to the engagement, incorporating requirements from the Lawyers and Conveyancers Act 2006 and associated rules. The letter should be issued before or at the commencement of any significant legal work and must include specific information about services, fees, client care, and professional obligations. A Legal Engagement Letter is particularly important as it sets clear expectations, helps prevent misunderstandings, and provides a framework for the ongoing professional relationship while ensuring compliance with New Zealand Law Society requirements.

1. Letter Header: Law firm letterhead, date, client details and reference numbers

2. Introduction: Opening salutation and confirmation of engagement request

3. Scope of Services: Clear outline of legal services to be provided and any specific limitations

4. Team and Responsibilities: Introduction of key team members and their roles

5. Fee Structure: Detailed explanation of fees, billing methods, and payment terms

6. Client Care Information: Standard information required by NZ Law Society including complaints procedure

7. Communication Protocols: How and when communications will occur

8. Document Management: How documents will be handled, stored, and returned

9. Confidentiality: Commitment to confidentiality and professional privilege

10. Conflicts of Interest: Statement regarding conflicts checking and handling

11. Termination Provisions: How either party can end the engagement

12. Acceptance: How to confirm acceptance of the engagement terms