Colorado Sample Letter to Client regarding Refund of Balance of Retainer

• Category: Letters - Legal - Refund
• State: Multi-State
• Control #: US-0492LTR
• Format: Word; Rich Text

Description

Sample Letter to Client regarding Refund of Balance of Retainer Colorado Sample Letter to Client regarding Refund of Balance of Retainer: [Your Name] [Your Address] [City, State, Zip] [Date] [Client's Name] [Client's Address] [City, State, Zip] Subject: Refund of Balance of Retainer Dear [Client's Name], I hope this letter finds you in good health. I am writing to inform you of the current status of your retainer account and to discuss the process for refunding the remaining balance. After careful review of our records, it has come to my attention that there is a significant balance remaining in your retainer account. As outlined in our initial retainer agreement, the purpose of a retainer is to secure legal services and provide an upfront payment to cover anticipated fees and expenses. However, upon review of the work completed on your behalf, it has been determined that a portion of the retainer remains unused. The purpose of this letter is to discuss the options available to you regarding the refund of the balance in your retainer account. As your attorney, it is my duty to ensure that you receive fair and appropriate resolution, including a refund for any unused portion of your retainer. Option 1: Full Refund The first option available to you is a full refund of the remaining balance in your retainer account. We understand that circumstances may have changed, or the scope of legal work required may not have been as extensive as initially anticipated. In this case, the refund will be processed promptly and will be returned to you via check or transferred electronically, depending on your preferred method. Option 2: Partial Refund If you have utilized a majority of the retainer, but there is still a balance remaining due to specific circumstances, we can explore the option of a partial refund. This option would allow us to evaluate the work that has been completed and determine a fair refund amount based on the unused portion of the retainer. We will discuss this option further to ensure your satisfaction and address any concerns you may have. Option 3: Retainer Credit In some cases, clients prefer to keep the remaining balance as a credit on their account for future legal services. This option allows you to retain the funds for any potential legal needs that may arise in the future. If you choose this option, the credit will remain in your retainer account and can be utilized accordingly. Please indicate your preferred option by [deadline for response]. If we do not receive a response by this date, we will process a full refund to the address we have on file. Should you have any questions or require any further clarification, please do not hesitate to contact me directly at [your phone number] or [your email address]. Thank you for your attention to this matter. We value your relationship as a client and look forward to providing you with exceptional legal services in the future. Sincerely, [Your Name] [Your Title] [Your Law Firm's Name]

Colorado Sample Letter to Client regarding Refund of Balance of Retainer: [Your Name] [Your Address] [City, State, Zip] [Date] [Client's Name] [Client's Address] [City, State, Zip] Subject: Refund of Balance of Retainer Dear [Client's Name], I hope this letter finds you in good health. I am writing to inform you of the current status of your retainer account and to discuss the process for refunding the remaining balance. After careful review of our records, it has come to my attention that there is a significant balance remaining in your retainer account. As outlined in our initial retainer agreement, the purpose of a retainer is to secure legal services and provide an upfront payment to cover anticipated fees and expenses. However, upon review of the work completed on your behalf, it has been determined that a portion of the retainer remains unused. The purpose of this letter is to discuss the options available to you regarding the refund of the balance in your retainer account. As your attorney, it is my duty to ensure that you receive fair and appropriate resolution, including a refund for any unused portion of your retainer. Option 1: Full Refund The first option available to you is a full refund of the remaining balance in your retainer account. We understand that circumstances may have changed, or the scope of legal work required may not have been as extensive as initially anticipated. In this case, the refund will be processed promptly and will be returned to you via check or transferred electronically, depending on your preferred method. Option 2: Partial Refund If you have utilized a majority of the retainer, but there is still a balance remaining due to specific circumstances, we can explore the option of a partial refund. This option would allow us to evaluate the work that has been completed and determine a fair refund amount based on the unused portion of the retainer. We will discuss this option further to ensure your satisfaction and address any concerns you may have. Option 3: Retainer Credit In some cases, clients prefer to keep the remaining balance as a credit on their account for future legal services. This option allows you to retain the funds for any potential legal needs that may arise in the future. If you choose this option, the credit will remain in your retainer account and can be utilized accordingly. Please indicate your preferred option by [deadline for response]. If we do not receive a response by this date, we will process a full refund to the address we have on file. Should you have any questions or require any further clarification, please do not hesitate to contact me directly at [your phone number] or [your email address]. Thank you for your attention to this matter. We value your relationship as a client and look forward to providing you with exceptional legal services in the future. Sincerely, [Your Name] [Your Title] [Your Law Firm's Name]