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Attorney Adams has withdrawn from the law partnership of Smith & Jones S.C. Attorney Adams will continue his practice of law at 101 S. Main St., Four Lakes, Wis.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: ___________________________