The Disengagement Letter to Client is a crucial document used when a professional service provider needs to formally end their relationship with a client. Common scenarios include completion of matter, conflict of interest, non-payment of fees, or breakdown in the professional relationship. The letter must comply with England and Wales jurisdiction requirements and professional conduct obligations. It should clearly communicate the termination, outline any immediate actions required, address document handling, and protect both parties' interests. This document is particularly important for risk management and maintaining professional standards.
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1. Firm Details and Date: Letterhead information and current date
2. Client Details: Full name and address of the client
3. Matter Reference: Reference numbers and matter description
4. Termination Statement: Clear statement confirming the termination of the professional relationship
5. Final Billing: Details of final invoices, payment arrangements and outstanding fees
6. Document Management: Information about document retention policies and file transfer procedures
7. Next Steps: Clear instructions on what the client needs to do next
8. Closing: Professional closing, signature block and firm details
1. Reason for Disengagement: Used when it's appropriate to explain the specific reasons for terminating the relationship
2. Ongoing Matters: Used when there are active matters that need attention or transfer
3. Critical Deadlines: Used when there are immediate or upcoming deadlines the client needs to be aware of
4. Alternative Representatives: Used when providing referrals to other legal service providers
5. Conflicts Notice: Used when the disengagement is due to a conflict of interest
1. Final Invoice: Detailed statement of outstanding fees and expenses
2. Document Index: Comprehensive list of all documents being retained or transferred
3. File Transfer Authorization Form: Form for client to authorize transfer of files to another representative
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