Risk Management
Sample Letter to Clients Regarding File Retention
Dear Client,
Attorney Adams has withdrawn from the law partnership of Smith &
Jones S.C. Attorney Adams will continue his practice of law at 101 S.
Main St., Four Lakes, Wis. This letter is being written jointly by
Attorney Adams and Smith & Jones S.C. for the purpose of
ascertaining your wishes with respect to choice of counsel and the
disposition of files in the custody of Attorney Adams that relate to our
representation of you and your legal matters.
As you are aware, it is your right to retain counsel of your choice.
Accordingly, we will handle your files as you direct.
In the event you retain Smith & Jones S.C. as your counsel, your
files and the responsibility therefor will remain with Smith & Jones
S.C. In the event that you choose Attorney Adams as your counsel,
responsibility relating to your legal matters will be transferred to
him. Please indicate your preference by signing and dating the
appropriate space at the bottom of this original letter and sending it
via the enclosed, stamped, self-addressed envelope. You may retain the
enclosed photocopy of this letter for your files. Your immediate
attention to this matter will be most appreciated.
Both Attorney Adams and Smith & Jones S.C. have appreciated the
opportunity to represent you and will welcome the opportunity to serve
you in the future.
Smith & Jones S.C.
By: Attorney Jones
1. Please have my files remain with the law firm of Smith & Jones
S.C.
Name:______________________________ Date:
___________________________
2. Please forward my files to Attorney Adams.
Name: ______________________________ Date:
___________________________
Wisconsin
Lawyer
