Disclaimer: This work was produced by one of our expert legal writers, as a learning aid to help law students with their studies.

Any opinions, findings, conclusions, or recommendations expressed in this material are those of the authors and do not reflect the views of LawTeacher.net. Any information contained in this help guide does not constitute legal advice and should be treated as educational content only.

Preliminary Steps | LPC Help

478 words (2 pages) LPC Help Guide

1st Jun 2020 LPC Help Guide Reference this In-house law team

Jurisdiction / Tag(s): UK Law

6.6 Preliminary Steps

Our experts have prepared these LPC notes on the preliminary steps to be taken when you acquire a new client. If you would like one of our LPC-qualified experts to prepare a fully custom essay or an LPC coursework assignment for you, click here to place your order. Our LPC-qualified team can also draft clauses and contracts for you.

Client Care Letter

Solicitors should send out a retainer or client care letter in order to discharge their obligations under Rule 2 of the Solicitors Code of Conduct Rules 2007. This letter is usually sent out prior to the first meeting with the client. It will include the solicitor’s terms and conditions and information about payment, file storage, dispute resolution and the like.

Monies on Account

Payment will usually be required to cover the costs of the initial client meeting until a method of funding is agreed.

Conflict Search

A search will need to be carried out to establish whether the firm is acting or has previously acted for any of the other parties involved in the case. Any conflict will then need to be discussed both with the fee earner that has acted for the opposing party and the client.

Obtaining Documentation

All relevant information pertaining to the case and possible funding options should be requested from the client at the initial meeting.


It is not uncommon for some firms to send out questionnaires to potential clients prior to the first meeting.

Also in this section:

Cite This Work

To export a reference to this article please select a referencing stye below:

Reference Copied to Clipboard.
Reference Copied to Clipboard.
Reference Copied to Clipboard.
Reference Copied to Clipboard.
Reference Copied to Clipboard.
Reference Copied to Clipboard.
Reference Copied to Clipboard.

Related Services

View all

Related Content

Jurisdictions / Tags

Content relating to: "UK Law"

UK law covers the laws and legislation of England, Wales, Northern Ireland and Scotland. Essays, case summaries, problem questions and dissertations here are relevant to law students from the United Kingdom and Great Britain, as well as students wishing to learn more about the UK legal system from overseas.

Related Articles