In January 2001, the NYSBA Special Committee on Public Trust and Confidence in the Legal System recommended mandatory conservation agreements for all legal services and all clients (individuals and businesses), regardless of the expected fee. However, at this stage, we do not undertake to represent the company on appeal or to represent the company in the oversight or implementation of a business that can be obtained. If an agreement is reached or the court proceedings are closed in one way or another, our legal services and our relationship between the lawyer and the client will be terminated, unless we enter into a new separate agreement for the provision of additional services. Instead of sending a letter of formal notice to the client, a lawyer may comply with the provisions of the subdivision (a) by entering into a written conservation agreement signed with the client before or within a reasonable period of time after the start of the representation, provided that the agreement addresses the issues described in the subdivision (b). “Same general nature.” The exception of Part 1215.2 for services of the same general nature as those previously provided and paid to the same customer is more complex. The goal is to spare lawyers the need to provide a new engagement letter (or a brand new retention agreement) for any similar case for a client who is already familiar with legal fees and billing practices and who has indicated consent to these conditions by paying a previous bill. Therefore, if a client has already paid a business at least once for a certain “type” of legal services, the lawyer does not need to give that client a new engagement letter the next time the client retains the lawyer to provide “general” services. For example, if a law firm has previously settled a credit agreement for a particular lender (and the lender has paid the lawyer`s bill), the registry is not required to submit an engagement letter for similar credit closures for that lender. If a law firm has already handled commercial disputes for a client, the registry is not required to submit a letter of commitment for the next commercial trial. Finally, the letter should describe the lawyer`s “accounting practice” for both expenses and expenses. If the lawyer charges monthly, the letter should say so.

The letter should specify when late charges, if any, are incurred and at what cost. If the lawyer requests or has received a reserve obligation, the letter should specify the exact amount and whether that amount constitutes a minimum tax, “general conservation” or “special retention,” and the conditions under which counsel reimburses an undeserved portion. “Signed written conservation agreement.” As noted in paragraph 1215, paragraph .c), a letter of commitment is not necessary even if a lawyer enters into a “signed written conservation contract” with a client covering the same reason that an engagement letter should cover.