Oregon 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 Subject: Request for Refund of Balance of Retainer — [Client Name] Dear [Client Name], We hope this letter finds you in good health. We wanted to inform you that there is a balance remaining in your retainer account with our firm, and we are writing to request your instructions on how you would like us to proceed with this amount. First and foremost, we want to express our gratitude for choosing our firm as your legal representation in your case [describe the case briefly]. We have diligently worked on your matter, ensuring that your legal interests were protected and pursuing the best possible outcome for you. Upon reviewing your account, we have determined that an amount remains in your retainer balance. The balance consists of unused funds from the initial retainer you provided to us at the start of our engagement. As per our service agreement, any unused funds are promptly refundable to our clients. The current balance on your account is [dollar amount]. We understand the importance of these funds to you and thus want to expedite the process of refunding the remaining balance. To proceed with the refund, we need your guidance regarding the following options: 1. Option A: Full Refund — Please confirm if you would like us to return the entire balance to you at your earliest convenience. Upon receiving your confirmation, we will promptly initiate the refund process, ensuring the funds are transferred to your preferred account securely. 2. Option B: Retainer Credit — If you anticipate future legal services from our firm, you have the option to retain the balance as a credit against any future legal fees or expenses. This credit can be applied to any legal matter; it will be held in your account until instructed otherwise by you. If you choose this option, please let us know, and we will make a note of it in our records. Please indicate your preference by [due date, usually within 10 business days] to enable us to accurately proceed with your choice. Kindly note that if we do not receive a response within the given timeframe, we will assume that a full refund is your preference and initiate the necessary steps accordingly. Should you have any questions or need clarification on any aspect of our engagement or the refund process, please do not hesitate to contact our office. We are here to ensure complete satisfaction and address any concerns you may have. We appreciate your cooperation, and thank you for entrusting us with your legal representation. Furthermore, we wish you the very best, and as always, should you require our services in the future, we would be delighted to assist you. Warm regards, [Your Name] [Your Title] [Law Firm Name] [Contact Information]

Subject: Request for Refund of Balance of Retainer — [Client Name] Dear [Client Name], We hope this letter finds you in good health. We wanted to inform you that there is a balance remaining in your retainer account with our firm, and we are writing to request your instructions on how you would like us to proceed with this amount. First and foremost, we want to express our gratitude for choosing our firm as your legal representation in your case [describe the case briefly]. We have diligently worked on your matter, ensuring that your legal interests were protected and pursuing the best possible outcome for you. Upon reviewing your account, we have determined that an amount remains in your retainer balance. The balance consists of unused funds from the initial retainer you provided to us at the start of our engagement. As per our service agreement, any unused funds are promptly refundable to our clients. The current balance on your account is [dollar amount]. We understand the importance of these funds to you and thus want to expedite the process of refunding the remaining balance. To proceed with the refund, we need your guidance regarding the following options: 1. Option A: Full Refund — Please confirm if you would like us to return the entire balance to you at your earliest convenience. Upon receiving your confirmation, we will promptly initiate the refund process, ensuring the funds are transferred to your preferred account securely. 2. Option B: Retainer Credit — If you anticipate future legal services from our firm, you have the option to retain the balance as a credit against any future legal fees or expenses. This credit can be applied to any legal matter; it will be held in your account until instructed otherwise by you. If you choose this option, please let us know, and we will make a note of it in our records. Please indicate your preference by [due date, usually within 10 business days] to enable us to accurately proceed with your choice. Kindly note that if we do not receive a response within the given timeframe, we will assume that a full refund is your preference and initiate the necessary steps accordingly. Should you have any questions or need clarification on any aspect of our engagement or the refund process, please do not hesitate to contact our office. We are here to ensure complete satisfaction and address any concerns you may have. We appreciate your cooperation, and thank you for entrusting us with your legal representation. Furthermore, we wish you the very best, and as always, should you require our services in the future, we would be delighted to assist you. Warm regards, [Your Name] [Your Title] [Law Firm Name] [Contact Information]