Pennsylvania Engagement Agreement for Joint Client Representation

State:
Multi-State
Control #:
US-L03045B
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This is an engagement letter for joint client representation. It covers the nature and scope of the representation, any exclusions, potential conflicts of interest, retainer, fees, costs and expenses, arbitration, and other issues.

Pennsylvania Engagement Agreement for Joint Client Representation is a legal document that outlines the terms and conditions when multiple clients engage the services of an attorney to jointly represent their interests in a legal matter. This agreement serves as a comprehensive guideline to ensure clarity, transparency, and collaboration among all parties involved. The primary purpose of the Pennsylvania Engagement Agreement for Joint Client Representation is to establish a professional relationship between the attorney and the joint clients, clearly defining the scope of representation, responsibilities, fees, conflicts of interest, and other essential aspects. This agreement minimizes misunderstandings and promotes a unified front during legal proceedings, ensuring all clients' interests are adequately protected. Pennsylvania Engagement Agreement for Joint Client Representation can vary based on the specific legal context. Some common types of these agreements may include: 1. Civil Litigation Joint Representation Agreement: This agreement comes into play when multiple clients need joint representation in civil litigation cases. It lays out the roles and responsibilities of each client, the attorney, and the joint legal strategy to be pursued. 2. Business Formation and Partnership Agreement: In cases where multiple parties seek legal representation for partnership formation or incorporation of a business in Pennsylvania, this type of agreement clarifies the attorney's involvement, distribution of responsibilities, and the joint clients' rights and obligations throughout the process. 3. Real Estate Joint Representation Agreement: When multiple clients, such as buyers or sellers, require representation for real estate transactions, this agreement outlines the attorney's responsibilities, rules of engagement, and the division of costs between all parties involved. 4. Family Law Joint Representation Agreement: In sensitive family law matters like divorce, custody battles, or estate planning, this agreement establishes the attorney's role in jointly representing multiple clients, addressing conflicts of interest, and establishing a unified approach. The Pennsylvania Engagement Agreement for Joint Client Representation is designed to safeguard the rights and interests of all parties involved while maintaining attorney-client confidentiality, loyalty, and the highest standards of ethical conduct. It is critical for all joint clients and the attorney to review and understand this agreement thoroughly before signing, ensuring each party's expectations are aligned and protected.

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FAQ

Rule 1.7 - Conflict of Interest: Current Clients (a) Except as provided in paragraph (b), a lawyer shall not represent a client if the representation involves a concurrent conflict of interest.

(a) A lawyer who has formerly represented a client in a matter shall not thereafter represent another person in the same or a substantially related matter in which that person's interests are materially adverse to the interests of the former client unless the former client gives informed consent.

Rule 3.7 - Lawyer as Witness (a) A lawyer shall not act as advocate at a trial in which the lawyer is likely to be a necessary witness unless: (1) the testimony relates to an uncontested issue; (2) the testimony relates to the nature and value of legal services rendered in the case; or, (3) disqualification of the ...

Generally, engagement letters are not privileged; however, if legal advice or strategy is conveyed in the letter, those portions of the letter may be privileged.

Lawyers routinely represent more than one client in a matter of common interest. Most joint representations are uneventful. The joint clients achieve their goals and the lawyer's services are never at issue. Sometimes, however, the joint clients' interests diverge, and they eventually develop into adversaries.

What Is an Engagement Letter? An engagement letter is a written agreement that describes the business relationship to be entered into by a client and a company. The letter details the scope of the agreement, its terms, and costs. The purpose of an engagement letter is to set expectations on both sides of the agreement.

Code § 1.7. Rule 1.7 - Conflict of Interest: Current Clients (a) Except as provided in paragraph (b), a lawyer shall not represent a client if the representation involves a concurrent conflict of interest.

Rule 1.11 - Special Conflicts of Interest for Former and Current Govern ment Officers and Employees (a) Except as law may otherwise expressly permit, a lawyer who has formerly served as a public officer or employee of the government: (1) is subject to Rule 1.9(c); and (2) shall not otherwise represent a private client ...

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Joint representation agreements may be necessary where the attorney decides to represent more than one client in a single matter. Scope of the Representation. Apr 24, 2017 — Confirm in the engagement letter that the lawyer discussed the implications of joint versus separate representation with the clients.This form is an engagement letter that can be used to enter and formalize an attorney-client relationship. It includes practical guidance, drafting notes, ... A letter agreement between Pennsylvania counsel and a client for the provision of legal services charged on an hourly basis, outlining the parties' ... The engagement letter then serves as a written record documenting the scope of the representation and the expectations and responsibilities of both the attorney. Under the Rules, a lawyer or law firm may not represent multiple clients who have conflicting interests without their informed consent. As we discussed, the firm's clients will be Clients 1,2 and 3 [include the Specific and Correct Full Name of Clients]. The scope of our engagement will be ... Client agrees that in the event that it opts out of the new fee attorney shall have a retaining lien upon client's file which shall be released upon payment ... For example, a lawyer asked to represent several individuals seeking to form a joint ... agreement or provide representation on the basis of the client's consent. Sample Engagement Agreement – Joint Representation. Note: Attorneys should ... to sign a separate engagement agreement describing the scope of that representation ...

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Pennsylvania Engagement Agreement for Joint Client Representation