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Identify the matter that is the subject of the letter. ... Affirm the current status of the case and remind the client of any pending deadlines. ... Summarize the status of any fees and costs collected and outstanding. ... Reconfirm that your representation has concluded and outline what that means.
A disengagement letter professionally and formally terminates the CPA-client relationship and provides CPAs with a valuable tool to reduce potential legal liability. When written effectively, the disengagement letter can leave clients feeling that you considered their business needs and acted in their best interests.
After careful consideration, I have decided that these offers would present me with an option to return to an area closer to my desired geographic area, therefore, I must decline your offer at this time. I thank you for the thoughtful consideration and the offer I received.
engagement letter informs prospective clients that the attorney will not be representing them. Lawyers prepare this type of correspondence to clarify and document the status of the relationship.
The letter should include the date of termination, the reason for termination (if applicable), any remaining obligations that either party may have, and an acknowledgement of contributions made by the employee during their time with the company.
Thank you for consulting ________(Firm Name)__________ in conjunction with your _________________________. The confidence you have placed in this office by consulting us is appreciated. Regrettably, we cannot assist you in this matter due to a conflict of interest.
Disengagement letters advise the client that the attorney-client relationship has terminated. These are used when a matter or transaction has concluded.
A disengagement letter is especially critical when a lawyer decides not to continue past a specific stage in a case. The lawyer should send a disengagement letter to establish that the relationship is no longer continuing, and to refer the client to another lawyer.