Engagement Agreement Checklist

ENGAGEMENT AGREEMENT CHECKLIST. This is a practical reference tool used by law firms when drafting or reviewing client engagement agreements. This checklist highlights key topics that should be clearly addressed at the outset of an attorney–client relationship, including fee structures, billing rates, and distinctions between professional fees and out-of-pocket expenses. It emphasizes defining the scope of legal services provided—and, when appropriate, services that are excluded—along with identifying the responsibilities of both the firm and the client. The checklist also prompts disclosure of who will work on the matter, communication expectations, confidentiality, payment policies, withdrawal procedures, and dispute-resolution channels. Often used internally, this checklist helps promote clarity, manage client expectations, and reduce misunderstandings by ensuring engagement letters are thorough and consistent. www.FormsWorkflow.com