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What to include in your document request email or letter Introduce yourself. State who you are using full name, position and company name. ... Purpose for written request. Then, explain why you are writing. ... Call to action. ... Benefit to the client. ... Closing. ... Contact Information.
Lead with the main purpose of your letter and then explain the reasons for your question or request. Be specific when referencing relevant information including names, dates and places. The more information you include, the better your attorney will be able to assist you.
Getting files from your attorney This is only true when you are seeking copies of the file while you are still being represented by the attorney. You should make a formal request to the attorney in writing. If the attorney fails to respond, this letter can be used as evidence for future State Bar purposes.
From: [Your Name, & Address here] To: [Recipient Name & address here] [Date here] Dear [name], Sub ? [write Case no.] I would like to request copies of [document name] for my records. Thank you for your assistance regarding this matter.