When should an engagement letter be sent to a client?

An engagement letter should be sent to a client after the initial client interview because it serves as a formal agreement outlining the scope of services, responsibilities, and conditions of the attorney-client relationship. At this stage, the essential details regarding the nature of the legal work, as well as other critical terms, can be effectively communicated.

Sending the engagement letter after the interview allows the lawyer to clarify the services to be provided and ensures that both parties have a mutual understanding of what to expect from each other. It also provides an opportunity to address any questions or concerns the client may have about the engagement before formalizing the relationship. This timing fosters transparency and helps establish trust between the attorney and the client, which is fundamental in legal practice.

In contrast, sending the engagement letter during the initial consultation or before discussing fees might not provide enough context for the client to fully understand the terms and services being proposed. Additionally, waiting until the conclusion of services would not provide the clarity and structure necessary to guide the client throughout the engagement.