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Written Fee Agreements will be Required in Most Cases, Starting January 1

Tuesday, December 11, 2012

By Jared Correia

On October 24, 2012, the Massachusetts Supreme Judicial Court issued an order respecting amendments to Court Rule 3:07.  The order amends those Rules of Professional Conduct at Rule 1.5 and at Rule 6.5.  This is the second recent amendment of Rule 1.5; here’s the first.

The revised rules have an effective date of January 1, 2013, and require that fee agreements, with narrow exceptions, be reduced to writing; or, as the text of the new Rule 1.5 reads: ‘the scope of the representation and the basis or rate of the fee and expenses for which the client will be responsible shall be communicated to the client in writing’.  This is a significant change from the prior version of the rule, which required that contingent fee agreements be in writing, while only evincing a preference that other fee agreements be committed to writing, also.

There are some further, relevant matters to be aware of:

-The revised Rule 1.5 requires that the fee agreement be ‘communicated in writing to the client before or in a reasonable time after commencing the representation’.  Though, the new Comment 2 to the rule adds that: ‘Ordinarily, the lawyer should send the written fee statement to the client before any substantial services are rendered’.

-The exceptions to the new Rule 1.5 are as follows, for: (1) a ‘single-session’ legal consultation; (2) ‘when the lawyer reasonably expects the total fee to be charged to the client to be less than $500’; (3) services provided ‘under the auspices of a program sponsored by a non-profit organization or court’ (nonprofit and court-annexed limited legal services programs) -- the related revision to Rule 6.5, adding a new section (1)(a); and, (4) ‘when the lawyer will charge a regularly represented client at the same basis or rate’ -- though, any changes to the basis or rate must be communicated to the client (even an existing client) in writing, such that modification of pricing terms triggers the creation of a new/revised written fee agreement.

-Comment 2 to the revised Rule 1.5 indicates that ‘Furnishing the client with a simple memorandum or a copy of the lawyer’s customary fee schedule is sufficient if the scope of the representation and the basis or rate of the fee is set forth’.  Best practice, however, would suggest, instead of a bare memorandum of terms, that the attorney acquire a fully executed fee agreement, signed by the attorney/attorneys and client/clients.  Each party should initial and date all pages of the fee agreement that do not contain signature lines.
          -Fees and expenses must be outlined in the written fee agreement.

-Although there is an exception in place for single session consultations and for engagements in which the fee will not meet or exceed $500, even in those constructs, ‘the scope of the representation and the basis or rate of the fee and expenses for which the client will be responsible shall be communicated to the client’, per the new Comment 2 to Rule 1.5.

For more on the rules changes, you can read the Board of Bar Overseers’ announcement, here.  Bar Counsel Constance Vecchione has elaborated on the revised rules at this article, accessible via the BBO/Office of Bar Counsel’s ethics articles repository.  Among other things, Vecchione addresses the history of the rule’s reformation, waxes on the importance of acquiring a fully executed fee agreement and offers some tips for drafting scope provisions and about how to effectively relay charges and expenses.

New Lawyers Committees

  • New Lawyers Membership Committee
    This Committee seeks to engage new lawyers (those admitted to practice for 10 years or fewer) and law student members with the local legal community by encouraging participation and diversity at the BBA. This Committee also oversees the alumni ambassadors to Boston law schools and supports the BBA's sponsor law school student liaisons.

    Contact Information

    Tali Shulman

    Towers Watson

    (617) 633-5033

    Paul D. Momnie

    DLA Piper LLP

    (617) 406-6047

    Azure Aronsson

    Collora LLP

    (617) 371-1008

  • New Lawyers Practical Skills Committee
    This Committee creates programming geared towards the needs of new lawyers to help them develop basic and advanced skills, both generally and within their substantive areas of practice, and to practice more effectively. Programming consists of presentations and panels covering a broad range of topics—from how to file an appeal, how to work with partners, to the basics of a purchase agreement. Committee members, who are responsible for managing these events from concept through to completion, have the opportunity to work closely with senior lawyers in numerous practice areas when facilitating these programs.

    Contact Information

    Deborah A. Durant

    Medical Legal Partnership - Boston

    (617) 414-7430

    Elizabeth J. McEvoy

    Donoghue, Barrett & Singal, P.C.

    (617) 720-5090

    Michael C. Birch

    Lurie, Lent & Friedman, LLP

    (617) 367 1970

  • New Lawyers Public Service Committee
    This Committee serves as a resource for new attorneys interested in starting or expanding their pro bono and community service work. The committee runs the Volunteer Income Tax Assistance Program which offers free tax help to low-to-moderate income persons in Massachusetts.

    Contact Information

    Michael Sugar

    Kate Swartz

    Torres, Scammon & Day LLP

    (617) 307-4428

  • New Lawyers Section Liaisons
    List of NLS Liaisons
  • New Lawyers Social Events Committee
    This Committee organizes monthly gatherings for the New Lawyer's Section, including wine tastings, a casino night, happy hours, and more.

    Contact Information

    Michael J. Licker

    Foley Hoag LLP

    (617) 832-1197

    Adam M. Veness

    Acceleron Pharma Inc.

    (617) 649-9348

    Laura A Hadley

    (774) 644-5661

  • Steering Committee
    The leadership committee of the Section organizes programs and discusses policy. To inquire about opportunities, please contact the Section Co-Chairs.