Terms Of Business for Personal Injury Plus Solicitors Limited.
- PI+ Solicitors Ltd
These Terms apply to the services which PI+ Solicitors Ltd supplies to its clients. In these Terms references to “PI+”, “we”, “us” or “our” are references to Personal Injury Plus Solicitors Ltd and any successor or assignee. Any reference to “Director” or Partner” or “Partners” means a director in PI+ Solicitors Ltd. PI+ Solicitors Ltd is a limited company incorporated in England and Wales with registered number 06376327 and the registered office is at 14 Ludlow Road, Church Stretton, Shropshire, SY6 6AA.
PI+ Ltd is a recognised body law practice and registered with the law society and the SRA under ID number 469497. https://solicitors.lawsociety.org.uk/office/464440/personal-injury-plus-solicitors-limited and specialise in dental negligence claims against dentists which is an area of clinical negligence work.
When you instruct us in relation to a new matter or case, we will normally send you a letter confirming your instructions (an “engagement letter”). The terms of an engagement letter and these Terms will together form the contract between us in relation to that matter or case. If you are arranging for any other person to pay our fees and expenses on a matter you must ensure that they are aware of our Terms of Business and the arrangements agreed in your engagement letter. These Terms of Business supersede any earlier Terms of Business we may have provided to you.
If we enter into a Conditional Fee Agreement with you (either before or after your receipt of these Terms), the terms of the Conditional Fee Agreement also form part of our contract with you. In the event that there is any inconsistency between the terms of the Conditional Fee Agreement and these Terms and/or any engagement letter, the terms of the Conditional Fee Agreement shall prevail
We would ask you to sign and return a copy of these Terms to indicate your agreement to them. If we do not receive a signed copy, your continuing instructions will amount to acceptance of these Terms.
Your contract is a contract with PI+ Solicitors Ltd. A limited company is a body corporate which has “members”. However, it is more usual for senior professionals to be referred to as “partners”. We have decided to retain the traditional title of “partner” to describe members of the company.
There is no contract between you and any member, employee or consultant of the company. Any advice given to (or other work done for) you by a member, employee or consultant of the company is given (or done) by that person on behalf of the company and not in his or her individual capacity and no such person assumes any personal responsibility to you for the advice or other work.
You agree that, to the extent permitted under any applicable law, if, as a matter of law, a duty of care, or any other duty, liability or obligation would otherwise be owed to you by any member, employee or consultant of the company, such duty is hereby excluded and you agree that you will not bring any claim – whether on the basis of breach of contract, tort (including, without limitation, negligence), breach of statutory duty or otherwise howsoever – against any member, employee or consultant of the company in respect of any loss or damage that you or any person or company associated with you suffer or incur, directly or indirectly, in connection in any way with any advice given to or other work done for you.
Accordingly, any claim that you wish to make can only be made against the company and not against a Director, member, employee or consultant of the company.
Each director, member, employee and consultant of the company shall be entitled to the benefit of these provisions under the Contracts (Rights of Third Parties) Act 1999, but companies contract with you may be varied from time to time or terminated without the consent of any such persons.
- Your right to cancel this agreement
If we have not yet met you and you are an individual acting for purposes which are outside your business, the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 apply to our agreement with you. That means that you have the right to cancel our engagement without charge at any time within fourteen working days of your acceptance of our engagement terms. If you wish to do so, you must inform us of your decision to cancel in writing. A form is provided with these Terms that you can simply sign and return to us. Your right to cancel our engagement will not apply if you agree to us beginning work in relation to your instructions during the relevant cancellation period. If you wish us to start work on your matter within this period, please sign the relevant part of the form supplied with these Terms, instructing us to do so.
- Responsibility for matters
The engagement letter will tell you who will carry out most of the work in your matter. It will tell you the name of the partner who is ultimately responsible and the name of any other person who will also work on the matter on your behalf. If a change of personnel who work on your matter is necessary, we will inform you promptly of who will be now handling the matter and why the change was necessary.
We aim to offer you a friendly and efficient service. We will exercise reasonable skill, care and diligence in carrying out your instructions. Our responsibilities include advising you on the law, following your instructions, reviewing your matter regularly, and discussing with you whether the potential outcomes justify the expense and risks involved with your matter.
You agree that you will give us clear and prompt instructions, keep us informed of developments in your matter and provide the information and documents required for us to do our work. You also agree not to mislead or otherwise exaggerate any potential claim.
- Fees and disbursements
The level of our fees is calculated by monitoring the time spent dealing with your case, the complexity, importance and value involved and the level of urgency and skill required. The current hourly rate for Alex Bodza (grade A fee Solicitor) is currently £325.00
We generally calculate our fees on the basis of the time spent on the matter by individuals at specific hourly rates. If we agree a different arrangement, this will be documented in our Engagement Letter. VAT is added at the standard rate prevailing on the invoice date. We review our hourly rates annually and we will write to notify you of any changes in hourly rates.
We may sometimes ask you to pay certain other expenses (sometimes referred to as disbursements) incurred on your behalf. This would include items of expenditure paid by us on your behalf such as barrister’s fees, court fees, expert fees and similar expenditure. In appropriate cases we may also ask you to pay other expenses such as travelling expenses, photocopying (20 pence per page), fax and courier fees. If these sums are likely to be significant, we will either ask you to provide money on account before they are incurred or ask you to pay them as soon as they arise.
- Payments on account
We may also ask you for money on account of fees expenses and/or disbursements, either incurred or anticipated. If a request for money on account is not met upon demand, we may cease to act in any matter and may apply, where necessary, to be taken off the record as the solicitor acting in the matter.
We will seek your authority before paying from monies that are held on client account for you any such fees and/or disbursements.
You may set a limit on the charges and expenses to be incurred without further authority from you. We will inform you as soon as it appears that the limit may be exceeded and will not exceed the limit without first obtaining your consent.
We will normally credit you with interest on any funds we hold in our client account on your behalf. Our policy on the payment of interest is as follows:
– Interest will accrue at the rate payable by our bank on instant access deposits. This may be less than the rate at which you could have invested the money yourself.
– We will credit you with interest if the amount of interest involved is more than £20.
– If we hold sums of money for you in relation to different matters we will normally treat the money relating to each of the different matters separately.
– We will not account for interest on money held for the payment of a professional disbursement, once the intended recipient has requested a delay in settlement. Nor will we account for interest on money held for the Legal Aid Agency.
We cannot accept cash payments in excess of £500.00 except by special arrangement.
In many cases we should be able to give you an indication of the likely cost of a matter at the outset. An estimate should not be regarded as a firm quotation, unless we specifically say it is. If a case proves substantially more complex or time consuming than expected we reserve the right to increase an estimate previously given, and we will notify you promptly of the revised figure.
Our bills are usually delivered at the end of the claim (unless otherwise agreed) and are payable in full upon receipt. If a bill is not paid within 30 days of issue, we may charge you interest on the outstanding amount. Interest will be calculated at a rate equivalent to that payable from time to time on judgment debts on any outstanding amount of the bill. In the case of commercial debts, we reserve the right to claim interest and recovery costs pursuant to the Late Payment of Commercial Debts (Interest) Act 1998.
If a bill is unpaid after 30 days, we have a right to suspend work on the matter to which the bill relates. We also have the right to cease to act on any other matter for you and may apply, where necessary, to be taken off the record as solicitor acting in the matter. We would, however, inform you before taking such a step. We also have a right to pay an unpaid bill from any monies held on client account for you. We also have the right to exercise a lien over your file whilst there is money owing to us. This means that we can hold on to your file until you have discharged your debt to us.
If arrangements are made for a third party to pay any of our fees or disbursements, or a court orders a third party to pay any part of our fees or disbursements, you remain liable to pay them to the extent that the third party does not pay them when due.
You can apply for the bill to be assessed by the court under Part III of the Solicitors Act 1974.
- Costs and opposing parties
If the work that we undertake for you involves court proceedings including work undertaken before and after proceedings have been issued, you should be aware that:
- a) If you succeed in the litigation you may obtain an order that your opponents pay your costs. We shall use our best endeavours to maximise the recovery of your fees and disbursements under any such order. However, you should be aware that any such order is at the discretion of the Court and, in any event, will only generally cover a proportion of the fees and disbursements actually incurred by you. It is also always possible that you may be unable to enforce a costs order against your opponents;
(b) you will remain responsible for full payment of our bills when you receive them, both during and at the end of the litigation whether or not you have any costs orders against your opponents; and
(c) if you lose the litigation, you are at risk of paying the fees and disbursements (together with VAT where applicable) of your opponents in addition to this firm’s bills.
If you believe that you would be eligible for public funding, or that your costs may be paid by another person (e.g. an employer) or if you have legal costs indemnity insurance, please let us know.
If we act under a CFA, you will pay 25% (or the maximum allowable at the time) of any damages or compensation to the company as costs to reflect the success fee element of the claim.
- Complaints and the client relationship
If you have any query or problem with the service, including any complaints relating to invoices, that have been provided to you, please contact the partner or fee – earner responsible for your case (who will be named in the Engagement Letter) or, if you prefer, the partner with overall responsibility for client complaints, our senior partner, Alex Bodza.
We will try to address any problem quickly and operate an internal complaint handling procedure to help us resolve the matter between ourselves. If for any reason we are unable to resolve the problem between us, there is a complaints and redress scheme provided through the Legal Ombudsman who will consider your complaint independently. You can contact the Legal Ombudsman by post at P.O. Box 6806, Wolverhampton WV1 9WJ, by telephone +44 (0)300 555 0333, website: www.legalombudsman.org.uk, or Email: email@example.com.
Normally, you will need to bring a complaint to the Legal Ombudsman within 6 months of receiving a final written response from us about your complaint and 6 years of the act or omission about which you are complaining occurring (or within 3 years of when you should reasonably have known there were grounds for complaint). Further details can be provided to you upon request.
The Legal Ombudsman will only accept complaints from individuals, a business that was a micro enterprise at the time of the complaint, Charities, Clubs, Associations and Organisations with an annual net income of less than £1 million at the time of the complaint, trustees of a Trust that had an asset value of less than £1 million at the time of the complaint, a personal representative or the residuary beneficiary of a complainant who died before referring the complaint to the Legal Ombudsman.
Any concerns about our behaviour, for example, if you believe we have treated you unfairly because of your age, disability or other characteristic, can be raised with the Solicitors Regulation Authority.
You may end your instructions to us at any time by letting us know in writing.
We may decide to stop acting for you only with good reason, for example, if you do not provide us with funds on account or there is a conflict of interest or you fail to follow reasonable legal advice. We will give you reasonable notice if we decide to stop acting for you. If we do have to stop acting for you we will explain your options for pursuing the matter and will work with you to minimise disruption to your matter.
However, if we stop acting for any reason you will be required to pay for the expenses we have incurred and for the work we have done, even if the original agreement or understanding had been that we would only bill you on completion of the matter. We are entitled to keep your file (otherwise known as exercising a lien) whilst there is money owing to us.
You agreed to us communicating with you, including sending bills and other confidential information, by normal, unencrypted email, using the email address(es) you have given us from time to time. You should be aware that there is a risk that emails (in particular when unencrypted) may be intercepted, delayed or corrupted or may fail to be delivered.
We make reasonable attempts to exclude from our emails any virus or other defect that might harm a computer or IT system. You undertake to act likewise with any electronic communications you send to us. Neither you nor we shall have any liability to each other in respect of any claim or loss arising in connection with such a virus or defect in an electronic communication other than where such claim or loss arises from bad faith or wilful default.
We may not allow certain types of documents into our environment, although we would seek to resolve any difficulties that may arise. Under the Telecommunications (Lawful Business Practice) (Interception of Communications) Regulations 2000 we reserve the right to monitor email correspondence.
- Joint clients
If we are instructed by joint clients then all clients are jointly and severally liable for our fees, notwithstanding any agreement between you as to how you will share the costs. This means that we will be able to look to one client only or to each of our clients to pay the whole of or any balance of any unpaid fees.
Instructions are understood to be for the purposes of all of those instructing us. We will act on instructions from any one of those clients unless you instruct us otherwise. Liability to pay our costs is joint (all the clients together) and several (each may be liable for the whole amount).
If instructions are given on behalf of a client, we are entitled to assume that the person giving the instructions has lawful authority to instruct us. If not, then that person will be liable to us as if they were our client.
- Storage of documents
Any papers that we hold relating to a matter will be destroyed after a reasonable time unless otherwise agreed with you. This will include any papers that legally belong to you. Following Law Society guidelines, papers will not normally be destroyed until at least seven years after we complete a matter. We will not destroy documents you ask us to deposit in safe custody.
Copyright in any documents prepared on your behalf will not pass to you unless we have specifically agreed otherwise.
We can provide arrangements for storage of your own personal documents and can advise you on the terms on which we can do this. We cannot accept responsibility for the loss or damage of any documents so held.
- Limitation of liability
Our total aggregate liability (including liability for interest) whether in contract, tort (including negligence), under statute or otherwise arising from or in connection with the services we agree to provide to you pursuant to the Engagement Letter (including any addition or variation to that document) shall be limited to the amount specified in the Engagement Letter and if no amount is specified there, to the sum of £5 million (five million pounds sterling). This limitation is subject to the following:
(a) It does not affect our liability for fraud or reckless disregard of professional obligations which cannot be excluded;
(b) You acknowledge that we have drawn this limitation clause specifically to your attention and explained the clause to you so that you have appreciated the limitation of liability and you acknowledge that you have been advised to seek (if you wish) separate and independent legal advice concerning the limitation generally. Notwithstanding the above you have decided to retain us to act for you subject to such limitations and exclusions.
You shall not bring any claim personally against any individual partner or employee of PI+ Solicitors Ltd in respect of any loss or damage suffered by you arising out of or in connection with the services that we provide to you pursuant to the Engagement Letter. This restriction shall not operate to limit or exclude the liability of PI+ Solicitors Ltd as a firm for the acts or omissions of its partners or employees.
Where our dealings with you pursuant to the Engagement Letter may involve us dealing with third parties on your behalf who are not our clients or for whom we are not acting in connection with the relevant matter or any aspect of it, we exclude any liabilities to such third parties and you agree to this.
In addition to the other limitations in this document, where we and/or third parties are responsible for any loss suffered by you, our liability for that loss will be limited to a fair proportion of your total loss calculated by reference to the extent of our responsibility. If you have engaged others to represent or advise you on a matter in which we are involved and you agree with any of them that their liability to you will be limited, in order that our position is not adversely affected by any such limitation of their liability, you agree that our liability to you will not exceed the amount which would have applied in the absence of that limitation.
If you start proceedings against us for loss or damage and there is another person (for example, another adviser) who is liable (or potentially liable) to you in respect of the same loss or damage, then you will (if we so request) join them into the proceedings. This is subject to any legal prohibition against your joining them in that way.
The limitations and terms of these Terms of Business generally apply not only to you personally but also to those on whose behalf we may accept instructions including any partners that you may have or companies, businesses or other organisations for which you may work.
The above exclusions and limitations will not operate to exclude or limit any liability which cannot lawfully be limited or excluded. In particular they do not limit liability for fraud, nor for causing death or personal injury by negligence, nor for negligence in contentious business, insofar as the Solicitors Act 1974 s 60(5) precludes the exclusion of such liability.
- Professional and legal obligations
We are regulated by the Solicitors Regulation Authority (“SRA”) and have certain professional obligations under the SRA’s Code of Conduct. We also must comply with the Proceeds of Crime Act 2002 (“POCA”).
Under POCA we may also have a legal obligation in certain circumstances to disclose information to the National Crime Agency (“NCA”) without reference to you. If so we may not be permitted to inform you or anyone else that we have made such a report and may be ordered by NCA to stop working on the matter on which you have instructed us. In these circumstances, we will not be able to inform you or anybody else why we have stopped work.
Subject to POCA and to any professional duties to provide certain information to the SRA, or any other obligations of law, we will keep all information of the personal and business affairs of our clients confidential and will complete your instructions with due diligence and speed. We cannot, however, accept any liability or responsibility whatsoever for any losses, expenses, liabilities or other detriment that you may suffer or incur as a result of or in connection with our compliance with POCA or other legal or professional obligations.
- Equality and Diversity
PI+ Solicitors view diversity as critical to our business and have created a working environment where people from different backgrounds can thrive. We are committed to treating all prospective and existing employees, partners, clients and third parties equally and without regard to gender, gender reassignment, marital or civil partnership status, race, nationality or ethnic origin, age, disability, sexual orientation, religion or belief.
- Financial Services
We are not authorised by the Financial Conduct Authority. However, we are included on the register maintained by the Financial Conduct Authority so that we can carry out insurance distribution activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business is regulated by the Solicitors Regulation Authority and arrangements for complaints or redress if something goes wrong are subject to the jurisdiction of the Legal Ombudsman. The register can be accessed via the Financial Conduct Authority website at www.fca.org.uk/firms/financial-services-register.
- Third Party rights, no provision of investment advice, Data Protection, and jurisdiction
Unless expressly stated, nothing in these Terms of Business confers any rights on any person pursuant to the Contracts (Rights of Third Parties) Act 1999.
Our role in any transaction is that of legal adviser and it is not part of our function to give advice on the merits of any transaction in investments. No communication from us is intended or should be construed as investment advice or an invitation or inducement to you or to anyone else to engage in investment activity.
Under the terms of the General Data Protection Regulation (EU) 2016/679 of the European Parliament and of the Council, and the Data Protection Act 2018, you are entitled to know how personal information which we hold about you may be used, and to exercise certain options over that use. We will only use the information for the purposes of providing legal services, to improve our marketing and internal management and administration. As part of our instructions from you it may be necessary to release certain information on a strictly confidential basis to other advisers such as accountants and counsel. Further information about your rights with regard to your personal information can be found on our website or you may ask us to send you further information. Our data controller for the purposes of the General Data Protection Regulation (EU) 2016/679 of the European Parliament and of the Council and the person in this firm who is responsible for Data Protection is Alex Bodza and you are asked to contact him if you do not wish to receive any invitations or if you do not wish us to release your personal details to other advisers.
These Terms of Business and the services we provide to you, are governed by, and interpreted and construed in accordance with English Law and you agree to submit irrevocably to the jurisdiction of the English Courts in the event of any dispute arising from the services we provide to you.