{"product_id":"scope-of-retainer-and-client-instructions-managing-professional-risk-s26236","title":"Scope of Retainer and Client Instructions: Managing Professional Risk","description":"\u003cp\u003eThe scope of a retainer does more than define the work to be undertaken, it shapes the solicitor's professional obligations, manages client expectations, and can be critical in defending negligence claims. This session examines the practical and legal issues that arise when the scope of a retainer is unclear, evolves over time, or extends beyond the client's express instructions. \u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003eThis session will discuss: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eScoping the retainer and defining the limits of your engagement. \u003c\/li\u003e\n\u003cli\u003eWhen does a solicitor's duty extend beyond the client's express instructions? \u003c\/li\u003e\n\u003cli\u003eManaging scope creep, evolving retainers, and changing client expectations.\u003c\/li\u003e\n\u003cli\u003eDistinguishing between documenting client transactions and advising on them. \u003c\/li\u003e\n\u003cli\u003eAppropriately recording advice and key decisions to support the file.\u003c\/li\u003e\n\u003cli\u003eLessons from professional negligence claims on the scope of the retainer. \u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"demo-leo","offers":[{"title":"Default Title","offer_id":46187917017274,"sku":"S26236","price":145.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0550\/7792\/9146\/files\/CPD_20Seminar_da9a0bf6-1453-410f-b739-995dfabb6e8e.png?v=1784766311","url":"https:\/\/checkout.leocussen.edu.au\/products\/scope-of-retainer-and-client-instructions-managing-professional-risk-s26236","provider":"Leo Cussen Centre for Law","version":"1.0","type":"link"}