End Of Representation Letter Template for Canada

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Key Requirements PROMPT example:

End Of Representation Letter

"I need an End of Representation Letter for a successfully completed corporate restructuring matter, including final billing details and confirmation that all deliverables have been provided to the client."

Document background

The End of Representation Letter is a crucial document in Canadian legal practice that formally concludes the attorney-client relationship. It is typically used when legal representation ends due to matter completion, client request, conflict of interest, or other professional circumstances. The document serves multiple purposes: it confirms the termination date, outlines any remaining obligations, addresses file handling and transfer procedures, and notifies clients of important deadlines or limitation periods. This letter must comply with provincial Law Society requirements, professional conduct rules, and relevant federal and provincial legislation. It's essential for risk management and professional liability protection, while ensuring clients are properly informed of their rights and responsibilities following the conclusion of representation.

Suggested Sections

1. Date and Contact Information: Current date and complete contact information for both the law firm and the client

2. Confirmation of Termination: Clear statement confirming the termination of the legal representation and its effective date

3. Reason for Termination: Brief, professional explanation of why the representation is ending (e.g., completion of matter, mutual agreement, etc.)

4. Status of Legal Matter: Current status of the client's legal matter and any immediate actions required

5. Outstanding Fees: Statement of any outstanding fees, disbursements, or final billing information

6. Return of Client Documents: Information about how and when client documents will be returned or transferred

7. Important Deadlines: Notice of any upcoming deadlines, limitation periods, or critical dates

8. Next Steps: Clear instructions on what the client needs to do next, including obtaining new counsel if necessary

Optional Sections

1. Court Withdrawal Notice: Required when withdrawing from ongoing litigation, including information about filing a Notice of Withdrawal of Lawyer of Record

2. File Transfer Instructions: Used when the client has already retained new counsel, including details about how files will be transferred

3. Conflict Notice: Required when termination is due to a conflict of interest, explaining the nature of the conflict in general terms

4. Outstanding Tasks: List of pending tasks or work in progress that needs to be addressed, used when matter is not fully concluded

5. Refund Information: Used when there are trust funds or retainer amounts to be returned to the client

Suggested Schedules

1. Final Account Statement: Detailed breakdown of final billing and trust account status

2. Document Inventory: List of all documents being returned or transferred to the client or new counsel

3. Critical Dates Summary: Schedule of important upcoming dates, deadlines, and limitation periods

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Termination Notice
Professional Obligations
File Transfer
Document Retention
Confidentiality
Outstanding Fees
Trust Account
Limitation Periods
Court Proceedings
Future Communications
Client Property
Data Protection
Professional Liability
Next Steps
Acknowledgment

Relevant Industries

Legal Services

Professional Services

Financial Services

Healthcare

Real Estate

Technology

Manufacturing

Retail

Construction

Education

Non-Profit

Insurance

Relevant Teams

Legal

Compliance

Risk Management

Records Management

Administration

Operations

Document Control

Client Services

Professional Standards

Quality Assurance

Relevant Roles

Lawyer

Legal Assistant

Paralegal

Law Firm Partner

Legal Operations Manager

Risk Management Officer

Compliance Officer

Practice Manager

File Clerk

Records Manager

Office Administrator

Managing Partner

General Counsel

Corporate Secretary

Find the exact document you need

Letter Of Reconsideration For Job Termination

A formal Canadian employment document requesting reconsideration of a termination decision, adhering to federal and provincial employment standards.

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Let's create your End Of Representation Letter

Authors

Alex Denne

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