Professional Responsibility: Terms and Conditions of Engagement (On Demand webinar)

Recorded Webinar 1 CPD Hr
Your desk or on your portable device

We all know that client care information is required for each of our retainers with clients. 

We also know that sometimes practitioners forget to send out all of the required information in the form specified by the Rules, or clients deny seeing it or the documentation does not cover the issues that are likely to arise. 

What should you do in those circumstances? Do barristers need to send client care information even if they have an instructing solicitor? If so, what should it look like?

Learning outcomes

  • Understand the ambit of our professional obligations and what is expected.
  • Learn about the issues your client care information terms of engagement should cover, including the aspect of waiver.
  • Receive practical advice about how barristers should approach this issue and how to best deal with it.
  • Share ideas about approaches that work and those that don’t. 

Who should view?

This session is applicable to all legal practitioners, especially sole practitioners and barristers sole.

Order timeframe

Access details will be delivered via email within 15 minutes.


Kathryn Dalziel

Taylor Shaw

Kathryn leads Taylor Shaw’s Civil Litigation, Employment and Privacy Law practice and has over 25 years experience representing a wide variety of agencies and individuals including state sector and private sector organisations, international corporations, industry based companies such as health, technology and engineering, and Boards of Trustees

Gaeline Phipps

Gaeline was called to the bar in 2000 and practises in Lambton Chambers. Prior to that, she was a partner in Rainey Collins Solicitors.  She has over 25 years’ experience in advising and acting on matters relating to the practice of a range of professional groups including lawyers.

She has presented and written extensively on how professionals can practice to reduce the risk of complaint or other processes and litigation.  More recently Gaeline was a member of the first New Zealand Law Society Early Resolution Committee and then convenor of the second.

Her subsequent engagement by the Law Society in resolving complaints allowed insights into the consumer’s perspective on law services and ways terms of engagement can be more effectively used as a tool for reducing the risk of complaints and adverse outcome from complaints.