Client care letter Flashcards
1
Q
What is the obligation about keeping the client informed of their matter?
A
The obligation is ongoing to keep the client informed about their matter
2
Q
What do firms give to established clients?
A
An annual client care letter to established clients and shorter letters once they receive instructions on new each matter
3
Q
What are the contents of a client care letter at a high level?
A
Confirmation of instruction
General information on each party’s responsibilities
Costs information
Explanation of who will be dealing with the matter - name, status and who is the supervisor
Complaints procedure
