Scoping the retainer

Scoping the retainer: does your client know what you are doing? Do you know what they expect?

The recent case of Spire Property Development LLP & Anor-v-Withers LLP has again emphasised that the basis of a fruitful lawyer/client relationship is a clear client care letter and retainer.

As part of our commitment to support the conveyancing industry, Stewart Title is pleased to offer another free CPD webinar featuring renowned property expert Ian Quayle who will be providing his analysis of best practices and looking at recent cases dealing with retainers.

Webinar details:

Scoping the retainer

The event will take place on Wednesday 14th September from 11am to 12pm.

In the webinar Ian will explore:

  • Onboarding clients – what should the engagement letter say?
  • The Report on Title – explaining the limitations of due diligence, title, searches, enquiries and client inspection and the limitations of the conveyancing process
  • Key areas and issues to look out for – be aware of client objective, survey/valuation and high-risk areas
  • Case Study 1 – first time buyer of a freehold property
  • Case Study 2 – existing client downsizing to a high rise flat

To reserve your place, click here.

A copy of the notes and a link to a recording will be sent to everyone who registers.

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This article was submitted to be published by Stewart Title as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

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