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Checklist for Closing a Law Office 1. Clients A. Prepare a notice to active clients that announces the termination of the representation and the time frame for obtaining their file; B. For any client.

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What to include in a closing letter to clients Specify the case and its status. ... The date. ... The reason for the end of representation. ... The status of any client documents. ... Next steps. ... Request feedback. ... A note of appreciation.

[Date] [Client Address] Re: [Matter] Dear [Client]: On [date], I am leaving the practice of law and will no longer be able to represent you in your pending matter. This letter is to notify you that your file will need to be transferred to a new lawyer.

Simply, state the fact that you are closing the business, the exact date the doors will close and perhaps suggest another business where they can have their needs met. If you have outstanding orders which you are able to fill, reassure customers that they will receive their merchandise.

Dear Client Name: As of X date , I will be closing my law practice. I will be unable to continue representing you on your pending legal matters or take on any new legal matters. I recommend that you immediately retain another lawyer to handle your legal matters.

RPC 209 requires a lawyer to retain a client's file for six years after the file becomes inactive. During the six years, the file may only be destroyed with the consent of the client or, after notice to the client, the client fails to retrieve the file.

“Yours sincerely”, “Sincerely yours” and “Sincerely” are all possible. “Yours sincerely” is the most common. “Sincerely” is one often used by lawyers.

Include a short and formal statement informing the attorney that you would no longer be needing their services. You do not have to include a reason. Request that the attorney stop work on all pending matters. Request that your files be returned to you immediately.

Closing a client file is pretty simple. You just have to gather everything into one place, notify your client of the end of the representation, and archive the file. There is a bit more to it, of course, but a checklist can help you follow the same procedure every time and get valuable feedback from your client.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232