Client Care, Costs and Scope in Property Matters

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Preview the first part of the topic. Unlock FLK2 Playbook to answer prompts, get marked against the answer key, repair gaps, and carry the topic into review.

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01
Define retainer scope
What facts about the client, property, lender, co-owners, costs or timetable define the retainer scope?
02
Start-of-matter cost disclosure
What client-care and costs information must the solicitor give at the start of a property matter?
03
Purchase cost components
Which legal fees, search costs, Land Registry fees, tax estimates and lender conditions would you check before advising?
04
Update costs and scope
When must the solicitor update costs and scope advice as title, searches, finance or timetable changes?
05
Separate legal from survey advice
What is unsafe about letting the client assume the solicitor is advising on survey, valuation or wider tax matters?
06
Record changed estimates
A client asks you to confirm that the property is structurally sound and that all costs are fixed. Explain how to respond without overstepping the retainer.

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Client Care, Costs and Scope in Property Matters

Guided prompts in this topic

Define retainer scope

Start-of-matter cost disclosure

Purchase cost components

Update costs and scope

Separate legal from survey advice

Record changed estimates