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Engagement management is about choosing the right client and the right matter at the right time, and then properly scoping and documenting the retainer. We see claims where firms fail to do these things or they fail to manage the client’s expectations to the retainer or recognise when the retainer has changed.

LPLC has created a very basic, generic File Note template as a MS word (.dotx) file for practitioners and firms to download, adapt and use to create electronic file notes. The template can also be printed to use as a hardcopy, handwritten file note.

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