Letter to Proposed Client - Non-Representation Letter

State:
Multi-State
Control #:
US-ATTY-2
Format:
Word; 
Rich Text
Instant download

About this form

The Letter to Proposed Client - Non-Representation Letter is a formal correspondence from a law firm stating that they are unable to represent an individual in a specific legal matter. Unlike engagement letters, this letter clarifies the non-engagement status without implying that the client's case is unworthy. It encourages the potential client to seek other legal counsel for assistance.

Form components explained

  • Proposed Client Information: Includes the client's name and address.
  • Subject Line: Clearly states the letter's purpose as a Non-Representation Notice.
  • Date and Time: A section to indicate when the letter is dated.
  • Thank You Message: Acknowledges the meeting regarding the legal matter.
  • Regret Statement: Communicates the firm's inability to represent the client.
  • Encouragement to Seek Other Counsel: Advises the client to consult with another attorney without implying negativity about their case.
  • Fee Information: Confirms that no fees are due for the initial consultation.
  • Return of Documents: Indicates that any documents provided by the client will be returned.

When to use this form

This form is useful when a law firm has met with a prospective client but has decided not to take on their legal matter. It serves to clarify the law firm's position and ensures transparency by advising the client to seek other legal representation. This may occur due to conflicts of interest, lack of resources, or the firm feeling unqualified to handle the specific case.

Intended users of this form

  • Law firms that have consulted with a potential client.
  • Attorneys needing to formally communicate their inability to represent an individual.
  • Individuals who have received a Non-Representation Letter and need to understand its implications.

How to complete this form

  • Enter the proposed client's full name and address at the top.
  • Fill in the date in the designated section to indicate when the letter is issued.
  • Include a brief summary of the legal matter discussed.
  • Clearly state the firm's decision regarding representation.
  • Provide encouragement for the client to seek alternative legal advice.
  • Sign the letter and ensure that any client documents are returned.

Is notarization required?

Notarization is not commonly needed for this form. However, certain documents or local rules may make it necessary. Our notarization service, powered by Notarize, allows you to finalize it securely online anytime, day or night.

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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

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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.

Form selector

Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

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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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We protect your documents and personal data by following strict security and privacy standards.

Avoid these common issues

  • Failing to include the client's information accurately.
  • Using unclear language that may confuse the recipient about their options.
  • Neglecting to specify the date of the letter.
  • Not clearly communicating that the client should seek other counsel.

Why complete this form online

  • Convenient downloadable format allows for immediate access and use.
  • Editability ensures that specific details can be easily tailored to individual circumstances.
  • Reliability from templates drafted by licensed attorneys, ensuring legal compliance.

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FAQ

A letter of declination is sent in order to politely reject a job offer, business proposal, application, idea or any other scenario that requires a formal way of declining something.

An engagement letter is a written agreement that describes the business relationship to be entered into by a client and a company. The letter details the scope of the agreement, its terms, and costs. The purpose of an engagement letter is to set expectations on both sides of the agreement.

Quote a high retainer. Some lawyers suggest that you require a very high retainer or high hourly rate, which will probably scare the client away. Tell them you have a conflict. This might discourage their interest in your services, but it also might raise suspicion and lead to more questions. Don't worry about offense.

Using engagement letters can help reduce professional liability insurance (or E&O insurance) premiums and many insurers require it. If insurers require them, then engagement letters must reduce liability and risk of doing business.

Your disengagement letter should include a succinct list of reasons for why your firm needs to disengage. Your disengagement letter should explain that the client issue(s) requires immediate handling.

Identify the Subject Matter. For your letter to be effective, it needs to be direct to the point. Give Final Reminders. Summarize the Fees. Reaffirm the Termination. Suggest to Save Copies. Describe Any Measures.

Letters of engagement An engagement letter is a contract that defines the legal relationship between a professional firm and its client. It spells out the scope (and limits), as well as the terms and conditions of the engagement. Importantly, it sets out the agreement on billing rates and policies.

A non-engagement letter informs prospective clients that the attorney will not be representing them.This is done after consulting with a potential clientformally or informallyand deciding that they will not or cannot represent them.

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Letter to Proposed Client - Non-Representation Letter