Pennsylvania Sample Letter to Proposed Client - Non-Representation Sample Letter
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FAQ
[Date] [Name and Address of Client] Dear [Client's Name]: This letter will confirm our understanding that effective [DATE] this firm will no longer represent you in connection with [LEGAL MATTER].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.
Instead of ?No, we don't have that,? try phrases like, ?I can see how that would be useful, but I'm afraid we don't have plans to add that functionality,? or ?While there's currently no way to do that, we appreciate you taking the time to let us know what you're looking for?most of the improvements we make come from ...
Stay calm, rational and polite. Give reasons for terminating the relationship, but keep emotion and name-calling out of the conversation. Follow-up with a phone call. You can start the process with an email, but you should follow-up with a phone call to talk your client through the process and answer any questions.
9 Ways to Turn Down a Client (the Polite Way) RESPOND PROMPTLY. The concept of ignoring inquiries from clients that you do not wish to work with doesn't sit well with me. ... DON'T OVER EXPLAIN. ... PROVIDE A REFERRAL. ... BE HONEST, BUT POLITE. ... INCREASE YOUR PRICE. ... BE CAUTIOUS. ... SAY YOU ARE TOO BOOKED. ... OFFER A FREE TIP.
Tips for Politely Declining a Business Offer Send it from the right address. ... Check the recipient's address. ... Include your company letterhead. ... Use an appropriate salutation. ... Communicate clearly and effectively. ... State That You Are Declining the Offer. ... Offer a Reason for Declining the Offer. ... Thank Them for Their Interest.
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 Non-Engagement Letter is used when an attorney or law firm opts not to represent a prospective client following initial consultations. In essence, it preempts the formation of an attorney-client relationship, thereby mitigating potential legal ambiguities or liabilities.
After you left our offices yesterday, we performed a formal conflict-of-interest check and found that our firm does indeed have a conflict of interest involving your intended adversary in this case, [Name]. Unfortunately, this conflict cannot be resolved in a manner that would allow us to represent you in this matter.
