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1. Letterhead and Date: Law firm's official letterhead and current date
2. Client Information: Full name and address of the client
3. Matter Reference: Reference to specific case or matter number and brief description
4. Termination Statement: Clear statement confirming the termination of the attorney-client relationship
5. Reason for Disengagement: Professional explanation of the reasons for termination
6. Immediate Actions Required: List of urgent steps the client needs to take to protect their interests
7. File Handling: Information about the transfer or retention of client files and documents
8. Final Billing Status: Statement of any outstanding fees or final billing arrangements
9. Deadlines and Important Dates: Notification of any upcoming deadlines or statutes of limitations
10. Closing Statement: Professional closure including any referral offers and acknowledgment of cooperation
1. Alternative Counsel Recommendations: Include when appropriate to provide referrals to other attorneys
2. Pending Court Dates: Include when there are upcoming court appearances or filing deadlines
3. Conflict Statement: Include when disengagement is due to a conflict of interest
4. Retention Period Notice: Include when specific file retention policies need to be communicated
5. Consent Request: Include when seeking client's written acknowledgment of the disengagement
6. Insurance Matters: Include when professional liability insurance requires specific notifications
1. Outstanding Invoices List: Detailed list of any unpaid fees or expenses
2. File Inventory: Comprehensive list of client files and documents being returned or retained
3. Pending Matters Summary: List of ongoing matters and their current status
4. Document Return Form: Form for client to acknowledge receipt of returned documents
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Insurance
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Compliance
Risk Management
Administration
Client Relations
Document Management
Billing
Practice Management
Professional Standards
Records Management
Attorney
Legal Counsel
Managing Partner
Senior Partner
Associate Attorney
Practice Group Leader
Legal Administrator
Compliance Officer
Risk Manager
Office Manager
Legal Secretary
Paralegal
Client Relations Manager
Billing Coordinator
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