When does the engagement begin for a paralegal-client relationship?

The engagement for a paralegal-client relationship is formally established when a retainer agreement is signed and payment is received. This step signifies that both parties have agreed to the terms of the relationship and the specific services to be provided. The retainer agreement serves as a crucial document that outlines the scope of work, fees, and other critical elements that govern the professional relationship. Until this agreement is finalized and payment is made, there are no binding obligations between the paralegal and the client, even if initial discussions or consultations have taken place.

While initial consultations may occur prior to this point, they do not create a formal relationship or obligate the paralegal to provide services. The same applies to any contact that occurs before signing the retainer; it does not establish the professional relationship without the formalities of an agreement and payment fulfillment. Therefore, it is the signing of the retainer agreement and the receipt of payment that solidify the start of the professional commitment between the paralegal and the client.