Client care letter template for solicitors

Fill in the matter, the charges and who handles complaints, and the client care letter is written on the right with the SRA and Legal Ombudsman wording in place.

Your matter
Firm
Client and matter
Date
Client is a consumer instructing away from your office
Costs
Charging basis
Preview

Ashworth Reid LLP12 St Paul's SquareBirmingham B3 1RB

Authorised and regulated by the Solicitors Regulation Authority, SRA number 000000

[Date]

Mr Daniel Hughes7 Elm GroveSolihull B91 3QA

Your matter: Claim against your former employer for unfair dismissal

Dear Mr Daniel Hughes,

Thank you for instructing Ashworth Reid LLP. This letter confirms who we are acting for, what we will do, what it is likely to cost and what you can do if you are unhappy with our service. Together with our terms of business, it forms our agreement with you. Please read it carefully and contact me if anything is unclear.

Who we act for and what we will do

We are acting for Mr Daniel Hughes only. We will advise you on your claim for unfair dismissal against Brightline Retail Ltd, prepare and file your claim at the Employment Tribunal, and represent you up to and including the final hearing.

Our work does not include any appeal to the Employment Appeal Tribunal, or advice on your tax position. If you would like us to do further work, we will confirm the terms and the cost with you first.

Who will do the work

Priya Malhotra will be responsible for your matter, supervised by James Ashworth, Partner. Other members of the team may help where that keeps the cost down. If Priya Malhotra is unavailable, please ask for James Ashworth, Partner.

Our charges

We charge for the time spent on your matter. Priya Malhotra's hourly rate is £285 plus VAT. Other members of the team charge: trainee solicitors £150 an hour, paralegals £110 an hour. We record time in units of 6 minutes, and short letters, emails and telephone calls are charged as one unit. Our rates are reviewed each year and we will tell you in writing before a new rate applies.

We estimate that our total charges for this matter will be £12,000 plus VAT and disbursements. This is our best estimate on what we know now, not a fixed price. We will tell you straight away if it is likely to be exceeded, and we will update you on the costs at least every six months.

Disbursements are costs we pay to others on your behalf. In your matter we expect them to include counsel's fees for the final hearing and the cost of copying the hearing bundle. VAT is charged at the standard rate of 20% on our fees and on any disbursements that carry VAT.

Before we start, please pay £1,500 on account of our charges and disbursements. We will hold it in our client account and pay interest on money we hold for you in line with our interest policy.

We will send you a bill each month, or at the end of the matter if it is short. Payment is due within 30 days. You may also be entitled to ask the court to assess our bill under Part III of the Solicitors Act 1974.

If you are unhappy with our service

We want to give you a good service. If you are unhappy with it, or with our bill, please tell Priya Malhotra first. If that does not resolve it, please contact Helen Carter, Client Care Partner, who handles complaints at the firm, by letter or email at the address above. Our complaints procedure is free of charge, and we will send you a copy on request. We will acknowledge your complaint promptly and aim to send our final response within 8 weeks.

If we have not resolved your complaint within 8 weeks, or you are unhappy with our final response, you may be able to ask the Legal Ombudsman to look at it. You must do so within six months of our final response, and no more than one year from the date of the problem or from when you should reasonably have known about it. The Legal Ombudsman deals with complaints from individuals and from small businesses, charities and trusts. Contact: Legal Ombudsman, PO Box 6167, Slough, SL1 0EH; 0300 555 0333; enquiries@legalombudsman.org.uk; www.legalombudsman.org.uk.

If you are concerned about our conduct, for example about dishonesty or how we have handled your money, you can raise it with the Solicitors Regulation Authority at www.sra.org.uk.

Regulation and your protections

Ashworth Reid LLP is authorised and regulated by the Solicitors Regulation Authority (SRA number 000000), and the legal services we provide to you are regulated by the SRA. The SRA's Standards and Regulations, which you can read at www.sra.org.uk, apply to our work. We hold professional indemnity insurance as the SRA requires; details of our insurer and its territorial cover are available on request. If we hold your money and it is lost through dishonesty or a failure to account, you may be able to claim from the SRA Compensation Fund.

Your right to cancel

Because you have instructed us without meeting us at our office, you may cancel this agreement within 14 days of the date you accept these terms, without giving a reason, by telling us in writing. If you ask us to start work within those 14 days and then cancel, you will pay for the work done up to the date you cancel.

Next steps

Please sign and return a copy of this letter to confirm that you accept these terms, with the payment on account. If you give us further instructions before you sign, we will take them as your acceptance.

Yours sincerely,Priya MalhotraAshworth Reid LLP

I accept these termsMr Daniel HughesDate:

A template to check and adapt, not legal advice. It carries what SRA Code of Conduct paragraphs 8.1 to 8.11 ask you to tell a client at the start (who you act for, the likely cost, complaints and the Legal Ombudsman, regulation and protections) and the SRA number statement Transparency Rule 4.2 requires. Source: SRA Standards and Regulations, Legal Ombudsman and GOV.UK VAT rates (as of 9 November 2026).

What the SRA requires at the start of a matter

The SRA Code of Conduct for Solicitors (version in effect from 11 April 2025) does not prescribe a letter, but it does prescribe the information. Paragraph 8.1: identify who you act for. Paragraphs 8.6 and 8.7: give information the client can understand and the best possible information about how the matter will be priced and its likely overall cost, at the start and as it progresses.

Paragraph 8.3 requires, in writing at the time of engagement, the client's right to complain about your service and your charges, how and to whom, and any right to complain to the Legal Ombudsman and when. Paragraphs 8.10 and 8.11 require the client to understand how your services are regulated and the protections that come with that. Transparency Rule 4.2 puts your SRA number and the words "authorised and regulated by the Solicitors Regulation Authority" on your letterhead and emails.

Costs information

Give a figure, not just a rate. A matter expected to take 40 hours at £285 is £11,400, plus VAT at 20% of £2,280, so £13,680 before disbursements such as counsel's fees. Say that it is an estimate, what it covers and what would change it.

Then keep it current. Paragraph 8.7 applies as the matter progresses, so tell the client as soon as the estimate is likely to be exceeded. Poor costs information is one of the most common causes of complaints to the Legal Ombudsman, and a bill well above the estimate with no warning is hard to defend.

Complaints and the Legal Ombudsman

The firm has eight weeks to resolve a complaint. After that, or after the firm's final response, the client can go to the Legal Ombudsman: within six months of the final response, and no more than one year from the problem or from when the client should reasonably have known about it (Scheme Rules in force from 1 April 2023).

The six-month limit only applies if the final response explained that the Ombudsman was available, gave its contact details and warned of the six months. Leave that out and the client keeps the full year. The Ombudsman is at PO Box 6167, Slough, SL1 0EH, on 0300 555 0333 and at www.legalombudsman.org.uk.

Consumers instructing at a distance

When a consumer instructs you by phone, online or away from your office, the Consumer Contracts Regulations 2013 give a 14-day right to cancel, and the letter must say so. If the information is missing, the cancellation period can run for up to 12 months more, and work done in that time may not be paid for. If the client wants you to start straight away, record their express request.

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