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1. Letter Header: Formal business letter header including date, recipient's name and address, and reference number if applicable
2. Subject Line: Clear indication that this is an End of Representation Letter with relevant matter reference
3. Opening Statement: Professional greeting and clear statement of the purpose of the letter
4. Confirmation of Termination: Explicit statement of the termination of the attorney-client relationship and effective date
5. Status of Current Matters: Summary of the current status of all pending matters and work completed
6. Outstanding Fees: Statement of any outstanding fees or expenses and payment arrangements
7. Return of Client Materials: Details about the return or transfer of client files, documents, and property
8. Continuing Obligations: Statement regarding ongoing confidentiality obligations and maintenance of attorney-client privilege
9. Next Steps: Instructions for the client regarding important deadlines and transition to new counsel if applicable
10. Closing: Professional closing statement with signature block and contact information
1. Reason for Termination: Include when appropriate and professional to state the reason for ending representation
2. Referral Information: Include when providing recommendations for alternative legal representation
3. Conflict Statement: Include when termination is due to conflicts of interest
4. Acknowledgment Request: Include when formal confirmation of receipt is required
5. Electronic Data Handling: Include when specific arrangements are needed for electronic document transfer or deletion
1. Matter Summary Schedule: Detailed list of all matters handled and their current status
2. Document Inventory: List of all client documents and materials being returned or transferred
3. Final Invoice: Detailed breakdown of any outstanding fees and expenses
4. Important Deadlines Schedule: List of upcoming deadlines, court dates, or statutory limitations that the client needs to be aware of
Representation Period
Effective Date of Termination
Client Files
Client Materials
Outstanding Fees
Professional Services
Confidential Information
Attorney-Client Privilege
Work Product
Pending Matters
Completed Matters
Transfer Date
Client Records
Billing Period
Professional Relationship
Statutory Deadlines
Alternative Counsel
Original Documents
Electronic Records
Confidentiality
Document Transfer
Outstanding Fees
Retention of Records
Client Property
Continuing Obligations
Professional Privilege
Deadlines and Limitations
Next Steps
File Handling
Data Protection
Professional Ethics
Payment Terms
Acknowledgment
Future Conflicts
Transition Assistance
Communication Protocol
Liability
Final Instructions
Legal Services
Financial Services
Technology
Manufacturing
Healthcare
Real Estate
Retail
Energy
Transportation
Construction
Education
Telecommunications
Professional Services
Media and Entertainment
Mining and Resources
Agriculture
Hospitality
Legal
Compliance
Risk Management
Corporate Secretariat
Operations
Administration
Records Management
Finance
Executive Leadership
General Counsel
Legal Director
Corporate Lawyer
Legal Manager
Compliance Officer
Risk Manager
Company Secretary
Legal Operations Manager
Partner (Law Firm)
Associate Attorney
Legal Administrator
Paralegal
Chief Legal Officer
Head of Legal
Legal Consultant
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