Letter to Proposed Client - Before Initial Appointment
What is this form?
The Letter to Proposed Client - Before Initial Appointment is a formal communication to confirm an appointment with a potential client. This letter serves to outline that no representation has been agreed upon until the firm reviews the case information. This distinction is important as it ensures clarity for the client regarding their legal situation and what to expect in the initial meeting.
Form components explained
- Proposed clientâs address and contact information
- Date and time of the scheduled appointment
- Instructions for rescheduling the meeting if necessary
- A reminder to bring a completed client interview form
- A statement clarifying that representation has not yet been agreed to
- Contact information for obtaining directions to the office
When to use this form
This form is used by law firms when confirming an appointment with potential clients. It is particularly helpful when the firm has not yet committed to representation, ensuring that the client understands the initial nature of the meeting. This letter is ideal for first-time consultations where legal representation is being discussed but not finalized.
Intended users of this form
- Law firms looking to confirm initial appointments with potential clients
- Attorneys who want to ensure clear communication before discussing representation
- Any legal professional aiming to streamline client onboarding processes
Instructions for completing this form
- Fill out the proposed clientâs address at the top of the letter.
- Specify the date and time of the appointment in the designated fields.
- Personalize the greeting by inserting the clientâs name.
- Include the attorney's name and title in the closing section.
- Attach the client interview form for completion before the appointment.
Notarization requirements for this form
This form does not typically require notarization to be legally valid. However, some jurisdictions or document types may still require it. US Legal Forms provides secure online notarization powered by Notarize, available 24/7 for added convenience.
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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
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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.
We protect your documents and personal data by following strict security and privacy standards.
Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
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.
We protect your documents and personal data by following strict security and privacy standards.
Avoid these common issues
- Failing to include the appointment date and time, leading to confusion.
- Neglecting to remind the client to complete the interview form.
- Overlooking contact details for rescheduling or directions, which can frustrate clients.
Advantages of online completion
- Convenient access: Download and customize your form instantly.
- Editability: Easily fill in specific client and appointment details.
- Reliability: Forms are drafted by licensed attorneys to meet legal standards.
Key takeaways
- The letter confirms an appointment with a potential client before representation is agreed upon.
- It contains essential instructions regarding rescheduling and required documents.
- This form is applicable across various jurisdictions within the U.S., ensuring wide usability.
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FAQ
Write a clear subject line. Use a salutation. Introduce yourself (if necessary) Explain why you want to meet. Be flexible about time and place. Request a reply or confirmation. Send a reminder.
Introduce yourself. As a general rule, it's always a good idea to begin your email by introducing yourself. Explain the purpose of the meeting. Next, include a polite but direct statement about why you want to meet. Do your research. Describe your skills and experience. Be flexible. Ask for a reply.
Write a clear subject line. A subject line should be concise, clear and include an interesting or personal detail to engage the recipient. Use a salutation. Introduce yourself (if necessary) Explain why you want to meet. Be flexible about time and place. Request a reply or confirmation. Send a reminder.
Asking for an appointment I would like to arrange an appointment to discuss2026. Please would you indicate a suitable time and place to meet? Would it be possible to meet on (date) at your / our offices to discuss2026? Can we meet (up) to talk about2026?
Offer value to the invitee. Explain the context of the meeting clearly or even include a brief agenda. Ask for a particular amount of time (like 15-20 minutes)
Make time for discovery. Always show confidence. Lead with a conversation. Ask for the appointment. Use appointment scheduling technology. Follow up to prevent no-shows.
Dear name of client, I'm your name, and I work in your position at your company. We're specialists in detail activities. Given that you're a leading role of prospect's company within our niche, I believe a collaboration would be in both our interests.
Dear (insert boss name here), I am writing to request a meeting appointment with you at your earliest convenience. I would like to discuss (insert issues here). I know you are very busy, but I would very much appreciate you taking the time to meet with me.
