You can undertake pro bono work for friends, family and good causes as you see fit. Before starting you should let the Director of Operations and Compliance know:
1. The name of your client 2. A short description of the matter 3. Why you wish to undertake the work on a pro bono basis 4. Who will be doing the work 5. What possible liability you can foresee 6. How you will define the scope of the work in your Engagement Letter 7. Whether it would be acceptable to reduce the cap on our liability to the minimum, £3 million (if so, you should do this)
While it might seem counter intuitive, pro bono work is high risk and the Engagement Letter will need to be drafted with great care and the scope of works, assumptions and exclusions will need particular focus. There is often a disconnect; you think you are doing the client a favour and only helping out in a very limited respect. The client thinks your charity knows no bounds. Without that careful drafting of the Engagement Letter the default situation applies, i.e. you need to do a Rolls Royce job on every conceivable part of the matter.
Costs considerations
The Engagement Letter will often serve as a costs agreement. If the matter is litigious and costs are to be recovered on a successful outcome, costs and disbursements will need to be addressed in any costs disclosure or agreement in the Engagement Letter. Matters to include:
Further information on costs in pro bono matters can be found in Chapter 13 of the Pro Bono Manual. Chapter 17 also has advice in relation to pro bono engagement letters and Chapter 21 provides some sample pro bono wording which you may wish to incorporate into our standard engagement letter. The key to any engagement is effective communication and expectation setting; making sure that each party has a very clear understanding of what is being agreed to, what is not being agreed to and when the work or services will be provided.
Please also consider the Law Society guidance note for more information on practical and regulatory requirements relating to pro bono work (including expertise, insurance and supervision).