Guide to Closing Your Practice for Paralegals - Appendix 11

Reporting Letter to Client: Matter Not Complete

 

Dear [client]:

Re:      [client file, file number]

As you have been previously advised by my office, I will be closing my practice effective [date] due to [provide reason, if possible]. I thank you for retaining me to provide legal services and would like to take this opportunity to report to you regarding your matter, below.

You retained my office on [insert date] with respect to the following: [list all items, include original retainer letter to client or retainer agreement signed by client]

In accordance with your instructions, we took the following steps on your behalf: [outline steps taken and summarize history of matter to present]

The following obligations were completed pursuant to your matter: [summarize undertakings and other obligations completed regarding the matter]

The following obligations are still outstanding and must be completed: [summarize undertakings and other obligations that must be completed, by whom and when]

Please note the following important information and dates regarding your matter: [summarize limitation periods, scheduled appearances and other dates]

Additional relevant information about your matter includes: [summarize any other information that may be relevant or of assistance]

As per your direction, we have transferred your file [and funds or other property, if applicable] to [you ornew paralegal/lawyer] as of [date] and I have enclosed my final statement of account [if applicable]. You may reach me at the address and phone number listed on this letter until [date]. After that time, I may be reached at [insert address] and phone number [insert phone number] or you may contact [name of paralegal/lawyer purchasing or taking over practice, if applicable] regarding my practice.

Sincerely,

[paralegal, legal services firm]