Agreements are the key step in formalizing the client-adviser relationship and setting out commitments and understandings regarding the case. These are listed on the Open A Case and Legal Services Documents pages.

Make sure you check at this stage that you have signed all relevant agreements with the client, and that they have received an adequate explanation of each, in a language they understand, and demonstrate full comprehension.

When children are involved, the parent or guardian may sign for them.

You should have a checklist of all agreements that need to be signed before proceeding to take action on a case. If your caseload is relatively homogenous, you may wish to consider joining all such considerations into one Legal Agreement to be signed by the client and the adviser before going ahead.