The importance of using comprehensive engagement letters or agreements with every client is well recognized by insurance carriers and state bars.  Both Arizona and New Mexico require them for virtually every engagement.

The following are links to the 2016 seminar PowerPoint slides on engagement letters, an explanation of what CNA is looking for in the five questions they ask about engagement letters, and the CNA “Toolkit 4.0” that includes sample engagement letters for several practice areas.

Seminar PowerPoint slides on engagement letters

Ahead of the Curve Seminar – Engagement Letter PowerPoint slides

CNA’s “Essential Elements” for engagement letters:

Engagement Letter Memo Health Agencies

CNA’s sample engagement letters:

CNA Lawyers Engagement Agreement Toolkit 4.0