Clear Advice. Straightforward Process. Trusted Support.

Engaging a lawyer doesn’t need to be overwhelming. At Smith and Partners, our friendly and experienced team is here to make the process simple, clear, and reassuring – grounded in manaakitanga (care and respect). That way, you can focus on what matters most.

1) Requesting a Fee Estimate

If you’d like an estimate for legal advice, call us on 09 836 0939 or email partners@smithpartners.co.nz. We’ll identify the area of law relevant to your situation and connect you with the right person to provide an estimate or hourly rate. Prefer to reach out online? Send us an enquiry and we’ll be in touch.

2) Becoming a Client

To get started, you’ll need to complete a Client Information Form and provide proof of identity and address. In some cases, we may ask for a retainer before beginning work.


We’re also required to meet obligations under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT). This may involve collecting additional information and verifying your identity before we can proceed.

3) Verifying Your Identity

We prefer to verify your identity electronically using a secure third-party app. This option works well if you have a New Zealand or Australian passport or driver’s licence, and access to a mobile phone with a camera.



If electronic verification isn’t suitable, you can bring your documents to your first appointment or visit our offices. Alternatively, you can have your ID verified by a Trusted Referee. Full instructions are included here (link)


If you’re unsure about any of the requirements, please talk to us. We’re here to help.

*Please note: Under the Lawyers and Conveyancers Act 2006, we’re unable to provide legal advice until you’ve formally become a client and received our Terms & Conditions of Engagement and Information for Clients. Where possible, we’ll provide a clear estimate. For more complex matters, especially disputes, we’ll outline our hourly rate and expected scope.

Why We Ask for This Information

Legislation requires lawyers to carry out formal due diligence on client identity. This is similar to what banks now require. It helps protect you from identity theft and ensures we meet our legal obligations. We appreciate your cooperation.

What Happens Next

Once you’ve completed the necessary steps and confirmed you’d like to proceed, we will:


  • Discuss how the law applies to your situation
  • Outline how we can help
  • Send you a Letter of Engagement detailing the work, the team involved, and the estimated costs


If anything unexpected arises, we’ll check in with you before continuing. Additional work will be charged at a pre-agreed hourly rate.

What You Can Expect

When you work with Smith and Partners, you’ll receive professional legal advice that’s easy to understand, tailored to your needs, and focused on achieving practical results.