Example Document
Client Engagement / Instruction Letter
For every matter we accept, we issue a tailored engagement letter that sets out the scope of work, our fees, and the terms on which we act. Below is an example of the form that letter takes — provided for information only. It is not legal advice and is not a binding offer.
Please note: This is a generic example for illustration only. Your actual engagement letter will be specific to your matter, signed, and issued before any work begins.
Example engagement letter
OAKBRIDGE LEGAL SERVICES LIMITED
Greytown House, 140 High Street, Colchester, Essex, CO1 1QW
info@oakbridgelegalservices.co.uk · 01206 580138
Company No. 17401754
[Date]
[Client Name]
[Client Address]
Dear [Client Name],
RE: [Matter / Case Reference]
1. WHO WE ARE
Oakbridge Legal Services Limited ("we", "us" or "our") is an independent legal services provider. We are not a firm of solicitors and are not authorised or regulated by the Solicitors Regulation Authority (SRA). We provide non-reserved legal services and practical legal assistance. This means you do not receive the regulatory protections that apply to clients of an SRA-regulated solicitors' practice.
2. WHAT WE WILL DO FOR YOU
We have agreed to assist you with the following work:
• [Description of the non-reserved work to be undertaken]
• [Any documents to be prepared or reviewed]
• [Any advice or information to be provided]
3. WHAT WE WILL NOT DO
We do not undertake reserved legal activities. The following activities fall outside our scope and, if required, would need to be carried out by an appropriately authorised professional:
• Exercising rights of audience
• Conducting litigation
• Reserved instrument activities
• Reserved probate activities
• Notarial activities
• Administration of oaths
Where your matter requires any of these, we will explain this and, where appropriate, refer you to a regulated professional.
4. FEES
Our fee for the work described above is £[amount] [or: at our rate of £[rate] per hour]. Any disbursements or third-party costs will be notified to you in advance. We will not incur additional costs without your prior agreement. Payment is due within [days] of our invoice.
5. TIMETABLE
We expect to complete the work within [timeframe], subject to receiving the information and instructions we need from you in good time.
6. YOUR RESPONSIBILITIES
To help us, please:
• Provide accurate and complete information and documents promptly
• Let us know of any important deadlines or dates
• Tell us if your contact details change
7. CONFIDENTIALITY & DATA
We will treat your information as confidential and handle it in line with our Privacy Notice. We may need to verify your identity as part of our client identification checks.
8. COMPLAINTS
If you have a concern about our service, please contact us. We will acknowledge your complaint within five working days and aim to provide a full response within 28 days. Our full complaints procedure is available on request.
9. ENDING OUR INSTRUCTIONS
Either you or we may end our instructions in writing at any time. You remain liable for fees for work properly carried out up to that point.
10. ACCEPTANCE
If the terms set out in this letter are acceptable, please sign and return the copy below. Work will not begin until we have received your signed acceptance.
Yours sincerely,
[Staff Name]
Oakbridge Legal Services Limited
------------------------------------------------------------------------
CLIENT ACCEPTANCE
I confirm that I have read and accept the terms set out in this letter.
Name: __________________________
Signature: __________________________ Date: ______________
Oakbridge Legal Services is not authorised or regulated by the SRA. No solicitor–client relationship is created by this example document.