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Your Clients

Client files

Closed Files: Retention and Disposition
Closing a file: What documents to keep and for how long (Winter 2017 Benchers' Bulletin)
Ownership of Documents in a Client’s File
Reporting Letter to Client – Closing a File 
Non-Engagement Letters  - Revised 2020
Retainer agreements, limited scope retainers, joint retainer letters

Client ID and verification

Learn more

Capacity

Acting for a client with dementia (Practice Watch, Spring 2015 Benchers' Bulletin)
Report on Common-Law Tests of Capacity (BCLI)

 

Client service and communication

Lack of civility can lead to discipline (June 2011 Discipline Advisory)
Model Client Survey:  Word  pdf

Independent legal advice

Independent legal advice checklist (February 2022):  Word  pdf
Independent legal advice checklist, annotated with LIF's risk management tips (March 2014)

 

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