Terms of Engagement
When you instruct us to advise on a new matter we will normally send you a retainer letter confirming your instructions. The terms of that letter and these Terms of Engagement will together form the contract between us for that matter.
When you appoint us to act for you in relation to a particular piece of legal work, you will be authorising us to take all measures we believe appropriate to protect your interests unless you instruct us specifically to the contrary; and you will be authorising us to incur reasonable expenses on your behalf.
We will update you regularly with progress of your matter. If there is likely to be no action for a period of time we will try and let you know when matters are moving again. We will communicate with you via telephone, email, post and fax unless you inform us if a certain method is inappropriate.
Equality and Diversity
This Practice is committed to promoting equality and diversity; we operate an Equality & Diversity policy. The Practice intends to treat everyone equally and with the same attention, courtesy and respect regardless of their disability, gender, age, marriage or civil partner status, pregnancy and maternity, race, racial group, colour, ethnic or national origin, nationality, religion or belief or sexual orientation.
The Practice will treat seriously, and will take action where appropriate, all complaints of discrimination or harassment
Conflicts of Interest
Conflicts of interest are taken extremely seriously and must be considered at the earliest opportunity before accepting instructions and then throughout the matter as it progresses. If we feel that instructions should be declined you will be informed of this as soon as possible and offered such explanation and recommendation as in all the circumstances is professionally appropriate.
Receipt of Funds from You and for You
This firm cannot pay out money on your behalf until we are in possession of cleared funds. We must therefore receive any cheques at least ten clear days before the money is due to be paid out. If a longer clearance period is required, we shall advise you nearer the date. Bankers drafts have much shorter clearance times than personal cheques and CHAPS or BACS funds automated transfers from your bank to ours are preferable to cheques. Similarly, if we receive cheques for you, they have to be cleared through our bank before we pay you.
Money received on your behalf, such as debts, damages or costs recovered from your opponent, their solicitors or insurers will be paid into our client account. The signing of a copy of the contract will act as your authority for this firm to receive on your behalf all such monies, to pay to this firm any disbursements that have been paid on your behalf and any billed costs for work that we carried out for you.
Due to the constraints imposed upon us under Anti-Money Laundering Legislation, we are generally unable to accept cash at any time, except for payment of our fees in respect of work already carried out by us. If we do accept cash, it will be limited to £200 unless agreed by us for fees or disbursements. Please see the anti-money laundering section below. We regret the inconvenience this causes to some clients, but this is beyond our control.
If during this transaction you need advice on investments, we may have to refer you to someone who is authorised by the Financial Conduct Authority, as we are not. However, as we are regulated by the Solicitors Regulatory Authority, we may be able to provide certain limited investment services where these are closely linked to the legal work we are doing for you.
When we are asked to recommend the services of a third party (such as an advisor authorised by the Financial Conduct Authority, a surveyor, a trademark agent, accountant or a foreign lawyer) we shall always do so in good faith. However, no warranty is given in respect of the standing, ability or quality of the services of the third party. We do not accept liability for that third party’s services and you will have a contract with that third party, but not with us in respect of that third party’s goods or services. You will be responsible for the fees and expenses of that third party.
The Law Society of England and Wales is a designated professional body for the purposes of the Financial Services and Markets Act 2000. The Solicitors Regulation Authority is the independent regulatory arm of the Law Society. The Legal Ombudsman is the independent complaints handling body to the legal profession. If you are unhappy with any insurance advice you receive from us, you should raise your concerns with either the Solicitors Regulation Authority or the Legal Ombudsman.
Invoices and Charging Rates
- In our Client Care letter sent to all Clients, we will provide a written estimate of costs. All work done by Kidwells Law is charged for on an hourly basis unless a capped rate, fixed fee, insurance funding or Conditional Fee Agreement has been agreed. You will have been advised at the time of your original instructions or shortly thereafter of the identity of the fee-earner responsible for your matter together with details of the applicable hourly rate or written estimate. Charges will be made for letters written and received, all telephone calls and emails relating to your matter. Charges may also be applied for photocopying and facsimile charges together with other incidental expenses.
- Our hourly rates have to be reviewed periodically to reflect increases in overhead costs and inflation. Normally rates are reviewed with effect from 1 January each year. If a review is carried out before this matter has been concluded, we will inform you of any variation in the rate before it takes effect.
- In addition to the time spent, we may take into account a number of factors including any need to carry out work outside our normal office hours, the complexity of the issues, the speed at which action has to be taken, any particular specialist expertise which the case may demand. An increase in the rates may be applied to such factors and we will notify you prior to undertaking the work should this occur.
- For copying documents, you will be charged £0.25 per copy for black and white and £1 per copy for colour and time taken for copying by an assistant; assistant rates being £95.00 per hour.
- Charges are made for copying because documents and bundles may need to be copied so as to be relied on at court and may have an effect on your matter if incorrectly done.
- Our fee estimates do not include any expenses or payments to third parties which we may have to incur on your behalf. These are known as “disbursements”. Examples of disbursements are travel expenses, telephone call charges, experts’ fees, Counsel’s fees, stamp duty and search fees.
- To help you budget, it is our normal policy to send an interim invoice including itemised costing on a regular basis as and when appropriate and these are to be regarded as final bills for the work done to the date stated on the invoice and not as a request for payment on account.
- Payments to others will be invoiced as and when they are incurred, we reserve the right to require payment in advance (and will normally do so for any substantial payment to others).
- Our bills, whether interim or final, are payable within 14 days of receipt and we reserve the right to cease acting for you if we do not receive payment in accordance with these terms. Should any transaction or matter not proceed, we will make a charge for our time and any payments to others and fixed costs incurred.
- It is normal practice to ask clients to pay interim invoices and sums of money from time to time on account of the charges and expenses which are expected in the following weeks or months. We find that this helps clients in budgeting for costs as well as keeping them informed of the legal expenses which are being incurred. If such requests are not met with prompt payment, a delay in the progress of a case may result. In the unlikely event of any bill or request for payment not being met, this firm must reserve the right to stop acting for you further.
- Should Court Action become necessary to recover any unpaid and due invoices you agree to refund the costs of such action plus interest, as above. If you have any queries about your bill, you should contact the Fee Earner dealing with your matter straightaway.
- Should your file be complex to cost, you may incur charges for the costing. Our accounts rates are £95 plus VAT per hour. Should this type of file costing be necessary, we will advise you.
- We accept all methods of payment for our Charges, Expenses and Disbursements and are happy to discuss this with you. Monies due to you from us will be paid by cheque or bank transfer but not in cash and will not be made payable to a third party.
- Where it is necessary for us to carry out an electronic search on an individual we charge up to £10 plus VAT for each search. Electronic searches on a business incur a charge up to £20 plus VAT for each search.
- All charges (including our costs and payments to others) are subject to VAT at the appropriate rate.
- In the event our invoice remains outstanding after 14 days we reserve the right to charge interest upon the outstanding invoice at the rate of 8% per annum.
We are entitled to settle your outstanding invoice(s) from monies received or held on your behalf. If we are not paid in accordance with our agreed terms, we shall also be entitled to:
- Recovery of any costs, expenses or disbursements we incur in collecting the overdue amount
- Suspend the provision of our services pending payment
- Terminate our retainer and delete Kidwells from the record in any court or other proceedings
If you object to the amount of our invoice (other than disbursements) from money held on account you have the right to have the invoice assessed by the Court. Your objection needs to be in writing to us within one month of delivery of the invoice.
Can include, but are not limited to:
- Rail and air travel is charged out at cost and travel by car is charged at a flat rate of 45p per mile.
- Car Parking.
- The full cost of overnight accommodation if required.
Where any commission we receive that exceeds £20 we will retain such commission unless we have agreed otherwise with you in writing in advance. If you terminate a policy or investment where commission has been allowed or paid to you, we will possibly ask you to repay the commission.
When we hold money on your behalf, we will generally account to you for interest in accordance with rules laid down by the Law Society. Interest will not normally be paid to you whilst any invoice remains outstanding.
The SRA Accounts Rules 2011 require us in certain circumstances to pay to you money in lieu of interest on funds that we have held in our client account on your behalf. The interest will run from the date upon which any funds you send to us clear in our client bank account until the date we issue any cheque from our client account. This interest will be paid to you gross (i.e. without any deduction or tax.) It will be your responsibility to account to the Inland Revenue for any tax due on this interest. No such payment will be made if the amount of such interest would be less than £20 as the administrative costs chargeable to you of sending out small sums below £20 would outweigh the amount in question.
We operate a Financial Management Policy dealing with client interest. A hard copy of this policy is available on request.
Occasionally we are left with money in our client account that needs to be returned to a client. If this is less than £500 we endeavour to contact the client to return the sum due. We will use all sources of contact that we have but once every effort has been made, if we do not have instructions from the client regarding the amount outstanding it will be given to our chosen charity – in this instance The Law Society Charity.
File Retention, Termination and Right to Lien
1) You may terminate your instructions in writing at any time but we will be entitled to retain all your papers and documents while there is money owing for any charges and expenses.
2) We may terminate this agreement, at any time, by giving you reasonable notice. Reasonable notice will be determined with regard to all of the circumstances that exist at the time notice is given.
3) We will store our file of papers (except any of your papers which you ask to be returned to you) on the understanding that we have the right to destroy it 6 years after the date of the final invoice we send to you for the matter in question. We do not destroy documents that you ask us to deposit in safe custody.
Termination Consumer Contracts (Information, Cancellation & Additional Contracts) Regulations 2013
Subject to the previous point, you may terminate your instructions to us in writing at any time. In some circumstances, we may consider that we ought to stop acting for you, for example, if you cannot give clear or proper
instructions on how we are to proceed, or it is clear that you have lost confidence in how we are carrying out your work; or if you have not paid any interim or final invoice when requested to do so. We may decide to cease acting for you only with good reason. We must give you reasonable notice that we will cease acting for you. If you or we decide that we are no longer to act for you, you will be liable to pay our charges up to the date we cease acting (as set out earlier).
If you are a private individual, your instructions do not relate to your business, we did not meet you when we took your initial instructions or we met you away from our premises then the Consumer Contracts (Information, Cancellation & Additional Contracts) Regulations 2013 will apply. This gives you the right to cancel your instructions without giving any reason and without cost within 14 calendar days of the original instruction. You can cancel your instructions by informing us in writing by post, email or fax.
Be aware you may be charged if you cancel your instructions after the 14 calendar day period.
Anti-Corruption and Bribery Policy
It is our policy to conduct all of our business in an honest and ethical manner. We have a zero-tolerance approach to bribery and corruption.