The value of prompt and complete communication with your clients is immeasurable! While meeting the requirements of Prof. Cond. R.1.4 Communication, client-focused communication builds strong relationships with your clients.   

Use this checklist for client communication:  

• Client inquiry form – to obtain basic information for conflicts of interest check  

• Client intake form – for information to facilitate discussion of scope and objectives of representation  

• Engagement letter – to define what you will or will not undertake 
  • Non-engagement letter
  • Disengagement letter  
• Fee contract – to set terms and conditions of representation, fees and payment  

• Subsequent appointment letter – to inform client of what happens next, when and where  

• Monthly status letter – to update client on representation  

• Client invoice letter – to send with billing statement  

• File closing letter – to conclude representation on that matter and give file and original documents to client  

• Post representation survey – to receive feedback from client on representation

Click here for sample forms and letters and visit the OBLIC website for additional resources. As always, if you have comments or questions, please do not hesitate to contact us at OBLIC. We’re here to help! 

This information is made available solely for loss prevention purposes, which may include claim prevention techniques designed to minimize the likelihood of incurring a claim for legal malpractice. This information does not establish, report, or create the standard of care for attorneys. The material is not a complete analysis of the topic and should not be construed as providing legal advice. Please conduct your own appropriate legal research in this area. If you have questions about this email’s content and are an OBLIC policyholder, please contact us using the information above.