Letter To Clients About Changing Firms
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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
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FAQ
The opening paragraph states the legal issue the letter is addressing followed by the facts, a discussion of the law as it applies to the facts and a conclusion which is essentially the advice to the client. Often attorneys include headings to lead the client through this process to arrive at the same conclusion.
When drafting notice to current clients, the best practice is to send a joint letter on firm stationery prior to your departure from the firm. If that is not possible, the attorney who is responsible for the case should still send the notice.
Be clear and succinct. The contents of your closure letter must be easily understood by the recipient/client. Avoid using verbose legal jargon that may confuse or mislead. Clearly state a brief description of the case, that their legal representation has ended, and thank the client for their business.
Salutation. In a business letter, the standard salutation is ?Dear.? Begin your letter with ?Dear [recipient's name]? and add a comma after the name. You may choose to address the recipient by an honorific paired with their last name or simply by their first and last name.
When writing letters for clients, you will most likely need to sum up what you are offering them or the agreed-upon terms you've discussed. This should be done in one paragraph. You should also include a section of the letter where you discuss your past experience and how you will be beneficial to the client.
