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One of the best ways to approach this is to send an email to the inquiring client without delay. Thank them for the consideration and let them know the reasons for not being able to work with them. Be polite but direct.
Every time you want to decline to represent a prospective client, you should use a non-engagement letter. Otherwise, you risk the possibility that the prospective client could mistakenly think you're their attorney on a matter.
The first paragraph of the letter should clearly indicate that the client relationship is being terminated, note the effective date of termination and provide the status of services agreed upon in previously issued engagement letters.
To Whom It May Concern: This letter serves as notice that I am no longer able to serve as representative for the above referenced individual's SSI/SSDI application. Please remove my name from your records regarding such representation. At this point, I do not know if another representative will be replacing me.
A disengagement letter is sent by an attorney or law firm to a client when they're withdrawing from representing them. The purpose of a disengagement letter is to provide notice and document the withdrawal in ance with Rule of Professional Conduct (RPC) 1.16 Declining or Terminating Representation.
Even if the matter is not pending before a tribunal, the ethics rules of most states provide that a lawyer cannot withdraw until he or she has taken reasonable steps to avoid foreseeable prejudice to the rights of his client, such as giving notice to the client, allowing time for employment of other counsel, delivering ...
At a minimum, the disengagement letter should always contain the following: A clear statement that you are disengaging and the effective date of the disengagement (e.g., We must formally end our relationship with you as your accounting firm <effective immediately, or as of [date]>.);
The decision to decline a representation is best to communicate that declination in writing. "Non-engagement letters" should clearly inform the prospective client that the law firm will not represent the prospective client in that matter and that he or she should not rely on the lawyer for any advice or legal action.
A disengagement letter serves to make clear that a client has ceased to be a current client for conflict of interest analysis.