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The engagement letter is an opportunity to ensure the law firm and client(s) are in agreement on the representation. From a risk management perspective, the most important goal of an Engagement Letter is to craft an accurate and unambiguous statement regarding the Scope of the Representation.

At a minimum, engagement letters needs to include the client, scope, subject matter and clearly defined goals of the representation. Specify what will not be done on behalf of the client, especially in situations where the same facts give rise to recoveries on multiple theories. Set forth weaknesses, difficulties, or complications which have already been identified, and any special agreements regarding the representation.

The information provided in this section was prepared by The Bar Plan as general information, and should not be construed as legal advice or legal opinion with regard to any specific circumstance or set of facts. This list is not inclusive of all the possible or required contents for such letters, and each attorney preparing such a letter must make an independent evaluation of the necessary and required contents, given the circumstances of the representation.

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