Client Care, Costs and Scope in Property Matters

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Define retainer scope
At the start of a property purchase, what should a solicitor find out from the client in order to define what the retainer will and will not cover?
Start-of-matter cost disclosure
What realistic information about legal fees, searches, Land Registry fees and estimated tax should the client receive at the start of a property matter?
Purchase cost components
Which aspects of a purchase fall outside the conveyancing solicitor’s role, particularly survey, valuation, wider tax advice and commercial decisions?

Client Care, Costs and Scope in Property Matters

Guided prompts in this topic

Define retainer scope

Start-of-matter cost disclosure

Purchase cost components

Update costs and scope

Separate legal from survey advice

Record changed estimates