Identify four matters that should be included in a client care letter.

• A. The client's dietary preferences; The letter should confirm basic matters such as client instructions, compliance with client care obligations, who will deal with the matter and their supervisor, complaints procedure, and an estimate of fees and disbursements; Initial documents such as terms of business and a request for reviews; The client’s preferred moving date; Weather forecast for completion day.
• B. The letter should only include the client’s contact details and payment methods.
• C. The letter is optional and need not include fees.
• D. The letter should confirm only the property address and preferred completion date.

Answer: (A)

In conveyancing, a client care letter should establish the engagement and set clear expectations. It should confirm the client’s instructions, explain how the firm will meet client care obligations (such as keeping the client informed, timely updates, and conflicts checks), identify who will deal with the matter and who supervises, outline the complaints procedure, and provide an initial estimate of fees and disbursements. It should also include initial documents like terms of business and a request for reviews to formalize the engagement and invite feedback. Items such as dietary preferences or weather forecasts aren’t relevant to the engagement or fee information and wouldn’t be appropriate to include.