View our Client Charter

These Standard Terms of Engagement ("Terms") apply in respect of all work carried out by us for you, except to the extent that we otherwise agree with you in writing.

  1. Services
    • 1.1. The services which we are to provide for you are outlined in our engagement letter.

  2. Financial
    • 2.1. Fees
      1. The fees which we will charge or the manner in which they will be arrived at, are set out in our engagement letter.
      2. If the engagement letter specifies a fixed fee, we will charge this for the agreed scope of our services. Work which falls outside that scope will be charged on an appropriate basis. We will advise you as soon as reasonably practicable if it becomes necessary for us to provide services outside the agreed scope and if requested, give you an estimate of the likely amount of the further costs.
      3. Where our fees are calculated on an hourly basis, the hourly rates are set out in our engagement letter. The differences in those rates reflect the experience and specialisation of our professional staff. Time spent is recorded in 6 minute units, with time rounded up to the next unit of 6 minutes.

    • 2.2. Reasonable Fee Factors
    • In accordance with the Lawyers and Conveyancers Act (Lawyers Conduct and Client Care) Rules 2008, the factors taken into account when determining our fees, (Reasonable Fee Factors) include the following:
      1. The skill, specialised knowledge, and responsibility required to perform the services properly;
      2. The importance of the matter to the client and the results achieved;
      3. The urgency and circumstances in which the matter is undertaken and any time limitations imposed, including those imposed by the client;
      4. The degree of risk assumed by the lawyer in undertaking the services, including the amount or value of any property involved;
      5. The complexity of the matter and the difficulty or novelty of the questions involved;
      6. The experience, reputation and ability of the lawyer;
      7. The possibility that the acceptance of the particular retainer will preclude engagement of the lawyer by other clients;
      8. Whether the fee is fixed or conditional (whether in litigation or otherwise);
      9. Any quote or estimate of fees given by the lawyer;
      10. Any fee agreement (including a conditional fee agreement) entered into between the lawyer and client;
      11. The reasonable costs of running a practice;
      12. The fee customarily charged in the market and locality for similar legal services
      13. The time and labour expended;

    • 2.3 Disbursements and Expenses
    • In providing services we may incur disbursements or have to make payments to third parties on your behalf. These will be included in our invoice to you when the expense is incurred. We may require an advance payment for the disbursements or expenses which we will be incurring on your behalf.

    • 2.4 GST (if any)
    • Is payable by you on our fees and charges.

    • 2.5 Invoices:
    • We may send interim invoices to you, and will send an invoice to you on completion of the matter, or termination of our engagement. We may also send you an invoice when we incur a significant expense.

    • 2.6 Payment
    • Invoices are due for payment 14 days after the date of the invoice, unless alternative arrangements have been made with us. If any invoice is not paid by the due date for payment, interest may be charged on the outstanding balance at the rate of 2% per month from the date upon which payment was due, and you will be responsible for any reasonable debt collection costs that we incur in recovering outstanding amounts due to us.
      If an invoice remains unpaid after 30 days, we may choose to cease our services to you until appropriate arrangements are made to bring your account back into good standing.

    • 2.7 Security
    • We may ask you to prepay amounts to us, or to provide security for our fees and expenses. You authorise us:
      1. To debit against amounts prepaid by you; and
      2. To deduct from any funds held on your behalf (or on behalf of any entity associated with you) in our trust account any expenses or disbursements and any fees for which we have provided an invoice.

  3. Confidentiality
    • 3.1. We will hold in confidence all information concerning you or your affairs that we acquire during the course of acting for you. We will not disclose any of this information to any other person except:
      1. To the extent necessary or desirable to enable us to carry out your instructions; or
      2. To the extent required by law or by the Law Society's Rules of Conduct and Client Care for Lawyers.
    • 3.2 Confidential information concerning you will as far as practicable be made available only to those within our firm who are providing legal services for you.
    • 3.3 We will not disclose to you, confidential information which we have in relation to any other client.

  4. Termination
    • 4.1 You may terminate our services at any time.
    • 4.2 We may terminate our services in any of the circumstances set out in the Law Society's Rules of Conduct and Client Care for Lawyers.
    • 4.3 If our services are terminated you must pay us all fees due up to the date of termination and all expenses incurred up to that date.

  5. Retention of Files and Documents
    • 5.1 You authorise us (without further reference to you) to destroy all files and documents for this matter (other than any documents that we hold in safe custody for you) seven years after our engagement ends, or earlier if we have converted those files and documents to an electronic format.

  6. Conflicts of Interest
    • 6.1 We have procedures in place to identify and respond to conflicts of interest. If a conflict of interest arises we will advise you of this and follow the requirements and procedures set out in the Law Society's Rules of Conduct and Client Care for Lawyers.

  7. Trust Account
    • 7.1 We maintain a trust account for all funds which we receive from clients (except monies received for payment of our invoices). If we are holding significant funds on your behalf we will normally lodge those funds on interest bearing deposit with a bank. We will charge an administration fee of 10% of the interest derived from all call deposits or term deposits.

  8. Communications
    • 8.1 If you have a preferred method of our firm communicating with you, please let us know.
    • 8.2 We do not accept any liability for loss arising from non-receipt of any communication, including computer email communications.

  9. General
    • 9.1 These Terms apply to any current engagement and also to any future engagement, whether or not we send you another copy of them.
    • 9.2 We are entitled to change these Terms from time to time, in which case we will send you amended Terms.
    • 9.3 Our relationship with you is governed by New Zealand Law and New Zealand Courts have exclusive jurisdiction.

© RSM Law 2021