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Disengagement Letter To Client
"Need a Disengagement Letter To Client for terminating services with a corporate client due to a conflict of interest that has arisen, with emphasis on confidentiality obligations and the transfer of ongoing litigation files before March 2025."
1. Letter Header: Firm letterhead, date, reference number, and client details
2. Clear Statement of Termination: Explicit statement that the firm is terminating the representation
3. Reason for Disengagement: Professional explanation of why the relationship is being terminated
4. Current Status of Matter: Summary of where things stand in the client's matter
5. Outstanding Fees: Statement of any pending fees and payment arrangements
6. Next Steps: Clear instructions on what the client needs to do
1. Referral Information: Alternative legal representation options, used when appropriate to assist client transition
2. Deadline Notifications: Include when there are immediate or critical deadlines the client needs to be aware of
3. Court Withdrawal Information: Required when matter is in litigation and counsel must withdraw appearance
1. Final Invoice: Detailed billing statement of outstanding amounts
2. File Transfer Form: Document for client to specify how they want their files handled
3. Case Summary: Brief overview of matter status and pending actions, if complex matter
Authors
Reasons for Disengagement
Current Status of Matter
Outstanding Fees
File Handling and Transfer
Confidentiality
Continuing Obligations
Next Steps
Important Deadlines
Court Withdrawal
Alternative Representation
Document Retention
Final Billing
Professional Undertakings
Acknowledgment
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