California Client Communications Manual
California Client Communications Manual
Published in April 2025
"I looked up my complex issue...and was able to find the forms I needed right away. This is a very useful desk resource for the new as well as the experienced litigator."
Teresa Renaker, Renaker Hasselman LLP, San Francisco
Establish and maintain effective communications with your client—from initial contact and retention to the conclusion of a case. This manual provides you with more than 65 sample letters and essential forms, as well as practice tips and succinct discussion of ethical and other issues you must consider in evaluating and representing clients. Start using these pre-drafted sample letters to:
- Initiate contact with your client
- Represent clients and avoid conflicts of interest
- Provide clients with case reports and notices
- Terminate representation
- Collect fees
- Give notice of arbitration
- Avoid malpractice
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Table of Contents
Table of Contents
1. Initial Contact With Prospective Client
2. Nonengagement: Letters Declining Representation
3. General Attorney-Client Fee Agreements
4. Consent to Representation After Disclosing Conflict of Interest
5. Status Reports and Notices About Case to Client
6. Requests for Documents From Client
7. Termination Notices to Client
8. Retention and Disposition of Client Files
9. Fee Collection Letters and Related Lien Matters
10. Fee Arbitration Notices
Authors
Authors
- Hon. Holly J. Fujie
- R. Camille King
- Lawrence E. Leone
- Micha Star Liberty
- Shanon K. Quinley
- Maria Schopp
- Shanon K. Quinley
Original Authors
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Filing Instructions
Filing Instructions
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