Joint Representation Engagement Letter

Joint Representation Engagement Letter Template for Canada

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Key Requirements PROMPT example:

"I need a Joint Representation Engagement Letter for representing two siblings in the sale of their jointly inherited property in Ontario, with specific provisions for equal fee sharing and a clause addressing potential disputes between the siblings."

Document background

A Joint Representation Engagement Letter is a crucial document used in Canadian legal practice when a law firm agrees to represent multiple clients in the same matter. This document becomes necessary in situations such as representing both spouses in estate planning, multiple shareholders in a business transaction, or family members in a real estate purchase. It addresses potential conflicts of interest, establishes information-sharing protocols, and sets clear expectations for all parties involved. The letter must comply with provincial law society requirements and professional conduct rules governing joint representation. It serves as both a risk management tool for law firms and a transparency mechanism for clients, ensuring all parties understand the implications and limitations of shared legal representation.

Suggested Sections

1. Letterhead and Date: Law firm's letterhead and current date

2. Client Information: Names and addresses of all clients being jointly represented

3. Scope of Representation: Clear description of the legal matter and services to be provided

4. Nature of Joint Representation: Explanation of what joint representation means and its implications

5. Conflicts of Interest: Disclosure of actual and potential conflicts between the clients

6. Information Sharing and Confidentiality: Explanation that information cannot be kept confidential between jointly represented clients

7. Fee Structure: Detailed explanation of fees, costs, and billing arrangements

8. Client Responsibilities: Outline of what is expected from the clients

9. Termination of Representation: Circumstances under which the representation may end

10. Acknowledgment and Signature: Confirmation of understanding and acceptance by all parties

Optional Sections

1. Alternative Dispute Resolution: Optional section describing dispute resolution procedures if conflicts arise between clients

2. File Retention Policy: Details about how long documents will be retained after matter conclusion

3. Electronic Communication Consent: Specific provisions for email and electronic communication preferences

4. Successor Counsel: Provisions for handling transition to separate counsel if joint representation fails

5. Insurance Coverage: Information about the firm's professional liability insurance

6. Client Portal Usage: Instructions for using the firm's client portal if applicable

Suggested Schedules

1. Schedule A - Fee Schedule: Detailed breakdown of hourly rates, flat fees, or other fee arrangements

2. Schedule B - Scope of Services: Detailed list of specific services included and excluded from the representation

3. Schedule C - Client Identification Forms: Required client identification and verification forms as per anti-money laundering regulations

4. Appendix 1 - Conflict Disclosure: Detailed disclosure of any identified potential conflicts

5. Appendix 2 - Information Sharing Protocol: Specific procedures for sharing information between jointly represented clients

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Legal Services

Real Estate

Corporate

Family Business

Estate Planning

Small Business

Construction

Investment

Professional Services

Non-Profit Organizations

Relevant Teams

Legal

Compliance

Risk Management

Client Relations

Professional Standards

Document Management

Practice Administration

Relevant Roles

Managing Partner

Senior Partner

Legal Counsel

Corporate Lawyer

Real Estate Lawyer

Estate Planning Attorney

Compliance Officer

Risk Manager

Legal Administrator

Practice Manager

Client Relations Manager

Professional Standards Officer

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