L Squared Insurance Agency Blog: engagement letter
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Wednesday, September 20, 2023 SEPTEMBER 28 @ 1 PM REGISTER HERE SESSION 10: Tips on How to Manage Professional Liability Risk Beyond the Engagement Letter (1 CPE) Presenter: Joe Jones, Esq., AIA | Director of Risk Management Travelers Insurance and Neil Bermingham | Managing Director, Travelers Insurance READ MORE >>
Thursday, September 7, 2023 SEPTEMBER 19 @ 1 PM REGISTER HERE SESSION 9: Engagement letters A to Z (1 CPE) Presenter: John Raspante, CPA, CDFA, MST, McGowanPRO’s Director of Risk Management Delivery Method: Group Internet Based | Field of Study: Business Management & Organization READ MORE >>
Monday, December 5, 2022 Engagement Letters are critical to defending a claim against an accounting firm. Many times a well-written engagement letter stops a claim in its tracks. Plaintiff attorneys may not take action against an accounting firm because the clauses in the engagement letter are strong. READ MORE >>
Monday, May 10, 2021 The restaurant revitalization fund (RRF) is a great program to help businesses struggling by the impact of COVID-19. While it may very well help these businesses, CPAs need to be vigilant and study the many nuances of the new program. Client screening, documentation, and engagement letters are essential in avoiding professional liability claims. READ MORE >>
Monday, September 10, 2018Attorney Malpractice insurers find that the use of non-engagement /disengagement letters reduce legal malpractice insurance claims. Insurers have defended and paid on claims where the client alleges that the law firm was still representing them when the law firm thought they were no longer ... READ MORE >>
Friday, September 7, 2018Engagement letters confirm the representation’s scope setting forth the parties’ responsibilities, billing rates/contingency agreements and expense costs. Engagement letters discuss the scope and limits of the firm’s representation. The engagement letter memorializes the bounds of the firm’s actual representation. READ MORE >>
Tuesday, March 28, 2017You cannot understate the importance of an engagement letter. An engagement letter is a critical tool for setting client expectations and managing exposure. A well drafted engagement letter can deter malpractice claims and it can be the primary defense in getting meritless suits dismissed. READ MORE >>
Friday, July 8, 2016Attorney Malpractice carriers have found that the use of non-engagement letters/disengagement letters can reduce Lawyers professional liability insurance claims. Attorney Malpractice Insurance carriers have defended and paid on claims where the client alleges that the law firm was still rep... READ MORE >>
Thursday, July 7, 2016Overview of Engagement Letters Engagement letters confirm the representations scope setting forth the parties’ responsibilities, billing rates/contingency agreements and expense costs. Engagement letters should discuss the scope and limits of the firm’s representation. READ MORE >>
Thursday, March 17, 2016Thank you, Tracy. We use retainer agreements. Please define a non-engagement and disengagement letter and let me know how they are used. Thank you. I’ve pulled this information from http://www.nysba.org/ManagingYourPractice/ READ MORE >>
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