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Client care information

Before the in-house lawyer provides regulated services to a non-employing entity, the lawyer must provide the non-employing entity with information required by rules 3.4 and 3.5 of the Lawyers and Conveyancers Act (Lawyers: Conduct and Client Care) Rules 2008. This information is required to be provided only once but if the information becomes inaccurate in any material respect it must be updated as soon as possible.

Some of the matters the in-house lawyer and their employer will need to consider include:

  • on what financial basis the services will be provided;
  • is there insurance covering the provision of the regulated services to the non-employing entity (professional indemnity arrangements);
  • the complaint procedure if the non-employing entity is not happy with the service.

See a template client care information/letter of engagement with sample clauses.

Last updated on the 30th June 2016