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California Client Communications Manual: Sample Letters and Forms

California Client Communications Manual: Sample Letters and Forms

"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


    Original Authors

  • Hon. Holly J. Fujie
  • R. Camille King
  • Lawrence E. Leone
  • Micha Star Liberty
  • Shanon K. Quinley
  • Maria Schopp

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