Document background
The Retainer Letter is a crucial document in Canadian legal practice that formalizes the lawyer-client relationship and sets clear expectations for both parties. It is required by provincial law societies and must be used when establishing new client relationships or modifying existing ones. The document serves multiple purposes: it confirms the scope of legal representation, establishes fee arrangements, outlines communication protocols, and addresses regulatory requirements including client identification and conflict checks. In the Canadian jurisdiction, retainer letters must comply with provincial law society rules, federal privacy laws, and anti-money laundering regulations. They are particularly important for risk management and professional liability purposes, providing clear documentation of the agreed-upon terms of service.
