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The lawyer should send a disengagement letter to establish that the relationship is no longer continuing, and to refer the client to another lawyer. In the disengagement letter, the lawyer should warn the client of applicable time limitations, deadlines, and uncompleted investigation or casework.
While your case-closing letter should be tailored to your firm and your client, consider including the elements below. Specifics about the case and its status. ... The date. ... The reason for the end of representation. ... The status of any client documents. ... Next steps. ... A feedback request. ... A note of appreciation.
Dear [Client's Name]: This letter will confirm our understanding that effective [DATE] this firm will no longer represent you in connection with [LEGAL MATTER]. I urge you to promptly retain other counsel to represent you in this matter.
Example of a Closing Letter Dear {{client}}, Thank you for the opportunity to represent you in {{brief description of case/matter}}. As of {{date}}, your case {{case #}} has closed and your legal representation has ended. You can expect your final bill from us by {{date}}.
Date the letter and specify when the case has concluded. The reason for the end of representation. Briefly note the reason why you will no longer be representing the client on the matter at hand?whether it's because the case has concluded or there's another reason (for example, if your practice is closing).