The key to closing letters is to first write a solid template and then customize it to include all the relevant details for each case and customer relationship. In addition to documenting important details and making sure you and the client are on the same page, you can also use the closing letter as an opportunity to thank the client and ask for valuable feedback. Thank you for choosing me to represent you in your assault case. I am writing this letter to inform you that this matter is closed at the time of writing. To streamline the task, you can create a general template for your letter and then customize it according to each specific situation. If you are prepared with a template, you can save a lot of administration time (and reduce the risk of errors) in the future. Need an example? The following letter shows a way to approach a closing letter to a client. Note: This sample closing letter is provided for reference only. You need to tailor your letter to your specific business and customers. Keep in mind that a closing letter is only a formal way to note the conclusion of a particular case. This does not mean that you will not be able to represent the client in other matters in the future. Sending closure letters to clients is an easy and effective way to resolve issues and avoid unintentional misunderstandings. By offering a letter as a clear means of communication and excellent customer service, you can also promote future business.
We`ve written about why you should send a non-binding letter if you don`t continue with a client at the beginning of a legal issue. Similarly, you should always close files with a formal declaration ending to document the termination of a particular attorney-client relationship. I would like to take this opportunity to thank you for choosing me to represent you. I sincerely hope that your experience with my firm has been satisfactory and that you will be able to consider Example Law Firm for future legal work. In that sense, I would be very happy if you could fill out the attached feedback questionnaire. Learning how to write a letter at the end of the performance is not difficult if you focus on the purpose of the letter. Your goal is to document your client that the file is closed. A final letter to clients also closes all outstanding points and closes the file with a positive and professional note. While this concludes my representation of you in this legal matter, please feel free to contact us in the future if you have any other legal needs and would like to discuss my retention again. Note: The information in this article applies only to U.S. practices.
This article is provided for informational purposes only. It does not constitute legal, commercial or accounting advice. While your closing letter should be tailored to your business and client, you should consider the following. Did you know that 36% of claims for legal errors are due to misunderstandings and delays with clients? Learn to have clearer conversations. Case closed? When a legal case is closed, you need to close the loop, which means sending a closing letter to clients. Without an official closing letter, you risk ambiguity. When it comes to attorney-client relationships, ambiguities can confuse your clients. It can also put you at risk of unintentional misconduct. If you don`t send a letter at the end of a case, you`re missing an opportunity to solidify a positive business relationship with clients who may need legal representation in the future. Sending a final letter to clients can also help you avoid unintentional misunderstandings about representation – which is a common source of medical malpractice for lawyers. Indeed, sending a closing letter to clients will help you avoid situations where a client thinks you are still their lawyer when you closed the file. If you put your end of representation for a particular case in writing, make sure they are aware of the situation.
It also helps protect you from claims that you didn`t perform any tasks you weren`t responsible for. Please find enclosed all original documents relating to your matter in my office`s possession, including written submissions from Mr. X and Ms. Y. Please let me know by May 9, 2021 if there is anything you believe still belongs to our company that should be returned. If not, I assume you have checked the documents and have everything you need. While we close the file, we will retain a copy for a period of at least seven years. If you`re not regularly sending closing letters to customers, now is the time to start.
In the following guide, we`ll show you why you should send closing letters to customers – and how to write them. To simplify the process, we have also included a sample closing letter to clients. To make a final letter more effective, follow these best practices: Sharon Miki writes for Clio about legal technology and commerce. As an experienced freelance writer, she is passionate about creating fascinating, useful and well-researched articles. Taking the time to create a closing letter is also a subtle way to provide customers with a customer-centric experience. Remember: While you struggle with legal issues every day, it`s likely to be a stressful and uncertain time for your clients. By taking the time to communicate clearly about the status of their business – even at the end – you reduce uncertainty and help reassure customers. Working at a law firm can be different for everyone. Learn what this can look like from a lawyer who has experienced (almost) everything.
We published this blog post in April 2021. Last updated: July 20, 2021. Save this blog post as a PDF. Download this blog post immediately as PDF Guide to Sending Closing Letters to Clients From individual lawyers to large law firms and everyone in between, the benefits of accepting credit cards are undeniable. Now you can accept loans. These resources are designed to help you navigate law firm assets.