Thank you, Tracy. We use retainer agreements. Please define a non-engagement and disengagement letter and let me know how they are used. Thank you.
I’ve pulled this information from http://www.nysba.org/ManagingYourPractice/
This is what the professional liability insurance carrier underwriter is expecting:
Non-engagement letters explicitly inform prospective clients that the law firm will not accept retention. These should be used when your firm decides not to accept a client.
Disengagement letters advise the client that the attorney-client relationship has terminated. These are used when a matter or transaction has concluded.
Please let me know if you have any other questions or would like more information.