representation letter lawyer

Attorney Letter of Representation - Examples & Legal Advice

Attorney Letter of Representation (Examples & What Should Include?)

What should an attorney letter of representation include, attorney letter of representation example, what happens after a letter of representation, what is an attorney letter of non-representation, what is a drop letter, get a free lawsuit evaluation with our lawyers.

Schmidt & Clark, LLP is not currently accepting these types of cases and has posted this content for information purposes only. We encourage you to seek a qualified attorney, if you feel you might have a case.

A good attorney letter of representation should contain the following information:

Your attorney’s name and contact information
The reason for legal representation
A summary of the facts of your case
An explanation of your injuries (in an accident case), and
An inquiry into insurance policy limits (if an accident or personal injury case).

Date Name of party Business/entity title Business address

Re: Our Client: Your Insured: Date of Accident:

Dear ______:

Please be advised that this office represents the above-named individual for the injuries sustained as a result of an automobile accident with your insured. Your client ran a red light with multiple witnesses. I do not suspect you will dispute responsibility.

I will forward you the medical bills and reports for my client as soon as they become available. We will keep you posted on significant treatment developments.

Also, please inform me of the policy limit on your insured's vehicle and let me know of any other applicable insurance coverages that might pertain to this claim. I have a concern that this is a policy limits case.

If you have any questions or concerns about this claim, please contact me at your convenience.

Name of attorney

Once your attorney sends the letter, you will not need to correspond with the claims adjuster. Your attorney will handle all aspects of your claim on your behalf. If an adjuster does contact you after the letter is sent, tell them that they will need to speak with your attorney.

An Attorney letter of non-representation is used to advise an attorney's client and other parties to a transaction or litigation that the attorney represents only the attorney's client and does not represent, and will not provide legal services for, other parties.

A drop letter is intended to announce that the relationship is no longer continuing and to refer the client to another attorney. In the disengagement letter, the attorney should warn the client of applicable time limitations, deadlines, and uncompleted investigation or casework.

Do You Want to File a Civil Lawsui t?
How Do Personal Injury Lawyers Negotiate Settlements ?
What Is Legal Standing ?

The Liability Litigation Group at Schmidt & Clark, LLP law firm is an experienced team of trial lawyers that focus on the representation of plaintiffs in lawsuits. We are handling individual litigation nationwide and are currently accepting new legal challenges in all 50 states.

About The Author

[email protected]

Free Consultation: (800) 553-8082 Tap To Call Tap To Text

Sample Attorney Representation Letter | Miller & Zois

This is a very basic letter of representation to the insurance company or company that you are representing the personal injury victim in a motor vehicle accident case. You could send this same representation letter to opposing counsel.

This website has everything you need to put together a personal injury case. You can find more sample letters and sample forms to put your claim together. You might also find of interest our breakdown of the insurance company you are dealing with in your case. It is all free, we just want to help!

You may also need to send out a spoliation letter if you believe that the defendant or the insurance company has evidence that must be preserved. You can also combine your attorney representation letter with your spoliation notice.

Sample attorney representation letter

February 12, 2024

Ms. Leslie Jones GEICO DIRECT One GEICO Boulevard Fredericksburg, VA 22412-0002

Re: Our Client: Your Insured: Date of Accident:

Dear Ms. Jones:

Please be advised that this office represents the above-named individual for the broken leg, fractured wrist, occipital, and other injuries sustained as a result of an automobile accident with your insured. Your client ran a red light with multiple witnesses, including a Baltimore City police officer who arrested your client on suspicion of drunk driving. I do not suspect you will dispute responsibility.

I will forward to you medical bills and reports for my client as soon as they become available. We will keep you posted on significant treatment developments.

Also, please inform me of the policy limit on your insured’s vehicle and let me know of any other applicable insurance coverages that might pertain to this claim. I have a concern that this is a policy limits case.

If you have any questions or concerns, please contact me or Justin Zuber, another Miller & Zois attorney who will be working on this claim.

Very truly yours,

Ronald V. Miller, Jr.

Letter of Representation from Attorney to the Insurance Company

Use the attorney representation letter to set the tone for settlement negotiation.

Virginia Personal Injury Attorney
Attorney Representation Letter

Attorney Letter of Representation

How to draft a representation letter that puts the accident victim in the best position possible during personal injury litigation.

Personal injury claims involve a lot of paperwork.

And the letter of representation is one of the first papers you will see after hiring a law firm to recover money for damages suffered in a motor vehicle accident .

This website aims to give information about the legal system to accident victims, injured workers , and disabled adults . And to offer resources to fellow attorneys who stand for injured persons.

That is why this article offers a sample representation letter and explains how to draft this document to strengthen a personal injury victim’s claim before making a settlement demand or suing the defendant driver.

Often, we send other letters – including our retainer agreement (also called an engagement letter), a limited power of attorney, and a spoliation letter – to the insurance company when we let it know that you have counsel.

Keep reading to learn more about the personal injury process.

If you have questions about your claim and want a free consultation with a top-rated car accident lawyer or work injury attorney, call now: (804) 251-1620 or (757) 810-5614. Or complete the contact form on this page

What is an Attorney Letter of Representation?

An attorney representation letter is the first correspondence sent from your lawyer to the insurance company that supplies liability coverage to the person (or company) that caused you harm.

This letter notifies the defendant’s insurance company that you have legal counsel.

For example, your attorney will send a letter of representation to the defendant driver’s auto insurance carrier if you were hurt in a car crash. Or to your physician’s medical malpractice insurer if you allege that a failure to diagnose cancer made your condition worse.

What is the Representation Letter’s Purpose in Personal Injury Litigation?

Your attorney’s letter of representation to the defendant’s insurance carrier serves several purposes.

First, it informs the adverse party that you are serious about receiving fair compensation for your damages.

Second, the representation letter makes it easier for your lawyer to get documents and information from the other party to prosecute your claim efficiently.

Third, it gives an early outline of the theory of your case. You do this by describing the accident, and which of the defendant’s acts or omissions caused your injuries. A strong story about why the plaintiff deserves compensation will increase the likelihood that you obtain a fair recovery through settlement or verdict.

Fourth, it introduces your attorney to the claim adjuster handling your case and sets up a line of communication so that the parties can begin the settlement negotiation process when your recovery plateaus (often called reaching maximum medical improvement, or MMI) .

Fifth, it asks for the insurance policy limits so that you can start to decide how to collect any potential judgment.

Though it is not a formal pleading or legal document that the trial judge or jury will review, the attorney representation letter may persuade the insurer to set higher reserves for your claim. This will make it easier for you to obtain a fair recovery.

What Information Should the Letter of Representation Include?

There is no “one size fits all” approach to writing a letter of representation in litigation.

But there are several things the letter should include at a minimum:

The attorney’s name and contact information, including the names and contact information of associate attorneys and paralegals helping with the case;
A description of the accident resulting in injuries;
A description of the nature and extent of the injuries, including medical care, received to date;
Which of the defendant’s acts or omissions that you find actionable under law;
A request for policy limits and insurance coverage information; and,
Whether direct contact with the injury victim is allowed (the answer should always be no)

Example of an Attorney Representation Letter for a Personal Injury Claim

Here is an example of a letter of representation that we send to the insurance company when handling a client’s automobile accident claim. I recommend using certified mail (with a return receipt) so that the claim adjuster cannot dispute that she received the letter of representation.

November 29, 2021

Emily Adams

GEICO Insurance Agency, LLC

One GEICO Blvd.

Fredericksburg, VA 22412

Re: Claim for Injuries and Damages – Attorney Representation Letter

Our Client: Bill Smith

Your Insured: John Williams

Your Insured’s Policy #: 1357913

Date of Accident: November 1, 2021

Accident Location: Intersection of Jefferson Ave. and Oyster Point Rd. in Newport News

Your Claim #: 246824

Dear Ms. Adams:

My law firm represents Bill Smith for the concussion (and post-concussive syndrome ), lumbar strain , foot fracture , and other injuries suffered in an automobile crash caused by your insured, John Williams.

I expect you will accept liability because the facts show that Mr. Williams’s negligence resulted in Mr. Smith’s injuries and property damage to his vehicle.

Mr. Williams’s Ford F-150 truck ran into Mr. Smith’s Toyota Camry when Mr. Smith was stopped at a red light. Multiple witnesses report that your insured was texting when he struck my client. And the Newport News police officer that investigated the crash arrested your insured for driving while under the influence of alcohol (DUI) . I have attached a copy of the Police Crash Report .

So far Mr. Smith has received medical treatment from Riverside Regional Medical Center, Hampton Roads Orthopaedics Spine & Sports Medicine, the Concussion Care Centre of Virginia, and Pivot Physical Therapy. I will send you copies of medical bills and reports as I receive them. And inform you of significant developments as Mr. Smith continues to heal.

I ask that you provide me with some information:

The policy limits for your insured’s liability coverage;
Other insurance coverages that might apply to this claim such as excess or umbrella coverage;
Any recorded statements you have obtained from my client or witnesses;
Written estimates on the damage to Mr. Smith’s vehicle; and,
Photographs of the damage to Mr. Smith’s vehicle

Further, all future contact with Mr. Smith should go through me. This includes telephone calls, letters, and emails from insurance company staff or third-party vendors (including TPAs such as Sedgwick or Gallagher Bassett ) hired by your company to adjust the claim.

In addition, if Mr. Smith signed a medical records release form before he hired my firm, that authorization is now revoked, null and void.

Thank you for your time and attention to this claim.

Please do not hesitate to contact me with any questions or concerns. I look forward to working with you to resolve this matter.

Respectfully yours,

Corey R. Pollard

cc: Client File

When Should My Attorney Notify the Insurance Company that Counsel Represents me?

There are competing views on when to send a letter of representation to the defendant’s insurance company.

The first position, which I agree with, is that a law firm should send its representation letter to the insurance company as soon as it receives a signed retainer agreement.

The rationale for this view is that your lawyer does not want the insurance company speaking with you directly, primarily through a recorded statement . As a result, you may inadvertently supply information that harms your case.

The second position is that an attorney should never send a representation letter to the defendant or insurer. Instead, the lawyer should file a lawsuit in federal or state court .

The rationale for this competing view is that a plaintiff puts maximum pressure on the defendant by starting formal legal proceedings.

I understand this rationale and the potential benefit of not sending a letter of representation in business tort or breach of contract claims, where the defendant may be surprised by the lawsuit and put on the defensive, which you can use to your advantage.

However, there are two reasons that I do not see the benefit of withholding sending of a letter of representation in personal injury cases involving workplace accidents , construction site accidents, or motor vehicle crashes.

First, litigation is costly and time-consuming. Filing a lawsuit will force the insurer to hire counsel to answer the complaint. Then the defense attorney will probably want to initiate formal discovery, including depositions of you, lay witnesses, and expert witnesses, interrogatories, and requests for production. All this takes time and delays how soon you receive compensation for your injuries, though it is necessary if the insurer acts unreasonably during negotiations.

Second, bringing a lawsuit and going to trial is stressful. As an injured person unfamiliar with civil litigation, you may prefer an informal resolution through direct negotiation with the claim adjuster, mediation , or arbitration.

Can an Attorney Send a Letter of Representation to the Defendant if the Insurance Company is Unknown?

Yes, your attorney may send a representation letter to the defendant directly if that person or company does not have insurance coverage or if you do not have that information yet.

For example, your attorney might send a letter of representation to the manufacturer of a product if you allege that a product defect caused injury .

Contact Us Today for Legal Representation in Your Auto Accident Claim

A car crash can change your life and the lives of family members.

Call or email our firm today if you have been hurt by someone else’s negligence and do not want the claim adjuster to use their experience and knowledge to minimize your injuries and damage and how much money you receive.

We have helped hundreds of accident victims like you recover fair compensation. And we want to help you on the road to physical, financial, and emotional recovery.

Recent Posts

Will the Dollar Tree Store Closures Affect My Workers’ Compensation? - March 14, 2024
Workplace Injuries in 2022: BLS Releases Statistics - December 15, 2023
SSA Proposes a Rule Change to Work History Evaluation - November 1, 2023

LegaStuffExplained

Your Compass in the Legal Labyrinth

What Is a Letter of Representation from Lawyer

A letter of representation from a lawyer is a formal document that serves as a written communication between an attorney and another party involved in a legal matter. It is an essential tool used in the legal field to convey important information, assert legal rights and positions, and initiate or respond to legal actions.

Understanding the Purpose of a Letter of Representation

A letter of representation has several purposes, depending on the specific circumstances of the legal matter. The primary purpose is to establish formal representation and notify the opposing party or parties that an attorney has been retained or appointed to handle the case. This letter serves as an introduction and confirmation of the attorney-client relationship, outlining the lawyer’s authority to act on behalf of the client and communicate with the opposing party.

Another purpose of a letter of representation is to outline the legal issues involved in the case and assert the client’s rights and positions. It may provide a detailed summary of the facts, relevant laws, and legal arguments supporting the client’s position. The letter may also include a demand for specific actions or remedies, such as settlement negotiations, litigation, or alternative dispute resolution methods.

How Lawyers Use Letters of Representation in Legal Matters

Lawyers use letters of representation in various legal matters, including but not limited to litigation, negotiations, settlements, and administrative proceedings. In litigation, the letter provides essential documentation of the attorney’s representation, ensuring proper notification to the court and opposing parties.

When engaging in negotiations or settlement discussions, lawyers often send letters of representation to the opposing party to demonstrate their authority to negotiate and settle on behalf of their clients. These letters may outline the client’s goals and objectives for the negotiation, propose settlement terms, or request additional information to evaluate the case further.

In administrative proceedings, such as filing claims with government agencies or responding to regulatory inquiries, letters of representation establish an attorney’s authority to act on behalf of the client. These letters play a crucial role in presenting the client’s position, responding to allegations, and asserting legal rights throughout the process.

The Key Elements of a Letter of Representation Explained

A letter of representation typically includes several key elements that help define its purpose and scope. These elements ensure clarity and transparency between the parties involved. The specific elements may vary depending on the jurisdiction and legal requirements, but some common components include:

Date: The date of the letter serves as a reference point and indicates when the representation began.
Attorney’s Information: The letter usually includes the attorney’s name, contact information, and law firm details to provide identification and facilitate communication.
Client’s Information: It is essential to include the client’s name, contact details, and any relevant identification or case numbers to accurately identify the client.
Purpose of the Letter: The letter should clearly state its purpose, whether it is confirming representation, asserting legal rights, or initiating legal action.
Case Summary: In many instances, the attorney provides a concise summary of the facts, issues, and key legal arguments relevant to the case.
Legal Authority: The letter may cite relevant laws, regulations, or court decisions to support the client’s position or to provide legal context.
Demands or Proposals: If applicable, the attorney may include specific demands, proposals, or requests for action or information from the opposing party.
Signature: The letter is typically signed by the attorney, signifying their agreement and commitment to represent the client’s interests.

When and Why Do You Need a Letter of Representation from a Lawyer?

The need for a letter of representation arises in various legal situations. If you find yourself involved in a legal matter where legal rights, responsibilities, or disputes are at stake, it is advisable to consult with an attorney. Once you decide to retain their services, a letter of representation becomes necessary to officially commence and document the attorney-client relationship.

A letter of representation is essential for several reasons. Firstly, it informs the opposing party that they are no longer permitted to communicate directly with you but must address all legal matters through your attorney. This protects you from potential harassment, pressure, or strategic disadvantages that may arise from uncontrolled communication.

Secondly, the letter formalizes the scope of the attorney’s representation, clarifying which legal matters the attorney will handle on your behalf. This ensures that the attorney is authorized to act, negotiate, and make decisions concerning your case without requiring your presence or explicit consent at every stage.

Finally, a letter of representation provides a clear record of when the attorney-client relationship began, helping to establish the timeline of events and potentially affect procedural deadlines and limitations periods. By having a written document outlining the attorney’s representation, you can avoid disputes over when the attorney was retained and ensure compliance with any applicable legal requirements.

Exploring the Importance of a Letter of Representation in Legal Proceedings

The importance of a letter of representation cannot be overstated in legal proceedings. It serves as a critical piece of evidence that demonstrates the attorney’s authority to act on behalf of the client and promotes efficient and effective communication.

In litigation, a letter of representation is necessary to comply with court rules and procedures. The court needs to know which attorneys are representing the parties involved in a case to ensure proper service of documents, scheduling of hearings, and adherence to procedural requirements. Failure to submit a letter of representation may result in delays or other negative consequences for both the attorney and the client.

Moreover, a letter of representation helps establish a clear boundary between the attorney and the opposing party, preventing the unauthorized practice of law or inappropriate contact. It allows the attorney to assert legal rights, negotiate settlement terms, and engage in other legal actions without the risk of invalidation due to lack of representation.

Additionally, a letter of representation is essential in maintaining confidentiality and attorney-client privilege. By officially designating the attorney as your representative, the letter helps protect communications and information exchanged between you and your lawyer from being disclosed to third parties without your consent.

A Comprehensive Guide to Drafting an Effective Letter of Representation

Drafting an effective letter of representation requires careful attention to detail and consideration of the specific circumstances and legal issues involved. By following some key steps and guidelines, you can ensure that your letter accurately captures the purpose and scope of representation while effectively conveying your client’s position and objectives.

1. Identify the Purpose: Clearly define the purpose of the letter, whether it is confirming representation, asserting legal rights, or initiating legal action.

2. Provide Accurate Information: Include the correct names, contact information, and any applicable identification or case numbers for the attorney and client.

3. Summarize the Case: Provide a concise summary of the relevant facts, issues, and legal arguments to provide context and promote a more thorough understanding of the case.

4. Cite Legal Authority: Support your client’s position by referencing relevant laws, regulations, or court decisions to strengthen your arguments and provide a legal framework.

5. Articulate Demands or Proposals: Clearly state any specific demands, proposals, or requests for action or information from the opposing party to set expectations and promote a constructive dialogue.

6. Maintain a Professional Tone: Use clear and professional language throughout the letter, avoiding any unnecessary aggression, sarcasm, or personal attacks.

7. Proofread and Edit: Take the time to review and edit the letter for clarity, coherence, and accuracy before sending it to ensure it effectively communicates your intended message.

8. Obtain Signature and Delivery: Sign the letter on behalf of the attorney and promptly deliver it to the appropriate recipients through a reliable and trackable method to ensure proper receipt and documentation.

By following these guidelines, you can draft a comprehensive and well-crafted letter of representation that conveys your client’s position, initiates necessary actions, and facilitates effective communication in legal proceedings.

What Should be Included in a Letter of Representation from a Lawyer?

A letter of representation should include certain essential components to fulfill its purpose and convey the necessary information. While the specific contents may vary depending on the circumstances, here are some key elements commonly found in letters of representation:

Date and Reference: The letter should clearly state the date of issuance and may include a reference number or case identifier, if applicable.
Attorney’s Information: Provide complete contact details for the attorney or law firm, including their name, address, phone number, email, and any relevant bar association or licensing information.
Client’s Information: Include the client’s name, contact information, and any identifiers or case numbers necessary to properly identify and categorize the client’s case.
Explicit Statement of Representation: Clearly state the attorney’s representation of the client, indicating that the lawyer is retained or appointed to handle the legal matter.
Scope of Representation: Specify the specific legal matters or issues the attorney will handle on behalf of the client to establish the boundaries of the attorney’s authority.
Facts of the Case: Provide a summary of the relevant facts surrounding the case, ensuring accuracy and completeness to facilitate understanding and analysis.
Legal Issues and Positions: Outline the key legal issues involved in the case and the client’s positions or arguments concerning these issues.
Demands or Requests: If applicable, clearly state any specific demands, requests for action, or proposals for negotiating a resolution to the legal matter.
Confidentiality and Privilege: Include a statement reminding the recipient of the confidentiality and attorney-client privilege associated with the communication.
Signature and Acknowledgment: The letter should be signed by the attorney, confirming their representation of the client and engagement in the legal matter.

Including these elements in a letter of representation helps ensure that the document effectively serves its purpose, clarifies the attorney-client relationship, and provides necessary information for further legal action or communication.

How to Request a Letter of Representation from Your Lawyer

If you require a letter of representation from a lawyer, there are several steps you can follow to request this document:

1. Contact Your Lawyer: Reach out to your lawyer, either through phone, email, or an in-person meeting, to discuss your need for a letter of representation.

2. Describe the Legal Matter: Clearly and concisely explain the legal matter for which you require representation. Provide all pertinent details to assist the lawyer in understanding the scope of representation.

3. Explain Your Expectations: Communicate your expectations regarding the letter of representation, including any specific elements you would like to be included or any particular concerns you want the letter to address.

4. Provide Necessary Documents: If there are any relevant documents, such as court orders, contracts, or correspondence related to your case, provide copies to your lawyer to assist in drafting an accurate and comprehensive letter.

5. Review and Approval: Once the lawyer drafts the letter of representation, carefully review it to verify its accuracy and alignment with your expectations. If necessary, request any changes or additions before granting your approval.

6. Sign and Obtain Copies: Sign the letter of representation, acknowledging your agreement with its content and the attorney’s representation. Request copies of the signed letter for your records and future reference.

By actively engaging in this process and effectively communicating your needs, you can obtain a well-drafted letter of representation from your lawyer that accurately represents your interests and facilitates smooth legal proceedings.

Top Reasons Why Lawyers Send Letters of Representation to Opposing Parties

Lawyers send letters of representation to opposing parties for several reasons, each intended to serve a particular purpose in legal matters. Some of the top reasons why lawyers resort to this communication method include:

1. Formal Introduction: By sending a letter of representation, attorneys formally introduce themselves to the opposing party, providing necessary contact information and conveying their role in the legal matter.

2. Establishing Boundaries: The letter outlines the boundaries of representation, specifying that all communication should occur through the attorney, preventing unauthorized contact and ensuring compliance with ethical and procedural obligations.

3. Asserting Legal Protections: Lawyers use letters of representation to assert legal protections on behalf of their clients, emphasizing their rights and positions in the case, and putting the opposing party on notice that they are represented by legal counsel.

4. Negotiation and Settlement: Attorneys send letters of representation to initiate or respond to negotiation and settlement discussions, outlining their clients’ proposal or response to the opposing party’s offers.

5. Provide Notice of Legal Action: In some instances, a letter of representation serves as a precursor to filing a formal legal action or initiating a legal dispute. It provides advanced notice to the opposing party of imminent legal proceedings and the attorney’s intention to assert their client’s interests in court.

6. Documentation Requirements: Many legal procedures and court rules require the submission of a letter of representation to establish the validity of representation and ensure proper communication and service of documents to the attorneys involved.

7. Preserving Rights and Deadlines: By sending a letter of representation, attorneys protect their clients’ rights and adhere to procedural deadlines by properly documenting their representation, initiating necessary actions, and avoiding potential procedural pitfalls.

A courthouse with a gavel in the foreground

Get Quick Legal Help...

We usually respond in 5 minutes.

“Attorney Letter of Representation” – What should it contain?

Posted on December 18, 2022

You were injured in a car accident and your attorney is preparing a demand letter to send to the at-fault driver’s insurance company. You do not want to speak with the insurance adjuster at all.

Should you tell the insurance company that you have an attorney?

Your lawyer will usually do this for you in an attorney representation letter . This is a legal letter your attorney sends to interested parties informing them that he/she represents you in a legal matter.

An attorney letter of representation usually contains the following:

your attorney’s name and contact information (or the name of the law office/law firm representing you),
the reason for legal representation (for example, personal injury , malpractice , divorce),
a brief summary of the facts of your case,
the extent of your injuries (in an accident case ), and
an inquiry into insurance policy limits (if an accident or personal injury case).

1. Why send a legal representation letter?

The purpose of an attorney representation letter is to let interested parties know that you are represented by legal counsel .

Depending on the facts of your case, “i nterested parties ” may include:

an insurance company,
the opposing party or opposing counsel,
a business, and/or
a government agency.

The letter informs these parties that they should route all communications through your attorney or law firm.

In a personal injury case or accident case, the letter may also serve as an initial step in negotiating a settlement.

Note as well that a representation letter provides a brief summary of the facts in a case. A firm receiving the letter can use these facts to see if there is any conflict of interest in taking on the matter.

2. When does your attorney send one?

While the timing of a letter can vary, your lawyer will typically send the letter:

prior to sending a demand letter to an insurer (if an accident or injury case),
after you decide to file a lawsuit against an adverse party, or
once you hire the lawyer after you receive notice of a legal claim filed against you. 1

Note that your attorney will usually send the letter return receipt so that he/she has proof that the letter was delivered.

3. Is a representation letter the same thing as an engagement letter?

No. An engagement letter is a separate and distinct letter from an attorney representation letter.

An engagement letter is usually a letter that your law firm or attorney will send to you after it decides to represent you.

The letter outlines the terms and conditions of your firm’s representation (including details as to compensation and scope of legal services).

The letter helps solidify the attorney-client relationship.

4. What is a sample attorney representation letter?

The following is an example of a legal representation letter.

December 1, 2022 Mr. John Jones ABC Insurance Company 100 First Ave. Baltimore, MD. 55555 Re: Car Accident Caused by Your Insured (Date of Accident: November 20, 2022) Dear Mr. Jones, Our firm represents John Doe for the injuries he sustained following a motor vehicle accident with your insured, Lisa May. The accident took place on November 20, 2022, after Ms. May failed to stop at a red light. Our firm has surveillance video of the incident so I do not believe there will be a dispute as to who was responsible for the accident. Mr. Doe suffered a lower back injury due to the accident and is still receiving medical care for his injuries. I will forward his medical bills and medical records to your office once he has completed all of his treatment. Please inform me of your insured’s policy limits and the specific type of insurance coverage that she has in place. You can direct all communication to our law office. Sincerely, Lawyer Mike

Legal References:

Note that if you’re thinking about hiring an attorney, please see “ Ten Tips To Think About When Hiring A Lawyer ,” Forbes (2020).

About the Author

Neil shouse.

A former Los Angeles prosecutor, attorney Neil Shouse graduated with honors from UC Berkeley and Harvard Law School (and completed additional graduate studies at MIT). He has been featured on CNN, Good Morning America, Dr Phil, The Today Show and Court TV. Mr Shouse has been recognized by the National Trial Lawyers as one of the Top 100 Criminal and Top 100 Civil Attorneys.

Contact Our Firm

(877) 466-7750

Creating a Representation Letter

Try our Legal AI - it's free while in beta 🚀

Genie's Legal AI can draft , risk-review and negotiate 1000s of legal documents

Note: Want to skip the guide and go straight to the free templates? No problem - scroll to the bottom. Also note: This is not legal advice.

Introduction

Drafting a representation letter is an essential step in the legal process. Failure to do so can lead to a misunderstanding between parties, leaving one or both at risk of potential legal repercussions. Representation letters clearly outline the roles and responsibilities of each party involved and ensure that the individual or business being represented understands their rights, obligations and scope of authority. What’s more, these letters also protect against any legally-binding mistakes made by the representative during the course of their work.

At Genie AI, our team have developed a vast community template library which holds millions of data points which inform our AI as to what constitutes a market-standard representation letter. With our library, anyone can quickly draft and customise high quality legal documents without paying for costly lawyer fees - it’s open source! Our simple yet comprehensive guide provides step-by-step guidance on how to create your own representation letter using our template library; so you can trust you’re getting it right every time.

So if you’re looking for free representation letter templates with no strings attached – Genie AI is here for you. Read on below to get started with our step-by-step guide now and access our template library today!

Definitions (feel free to skip)

Legal Binding: A legally binding agreement is an enforceable agreement between two or more parties, which is legally recognized by a court of law.

Notarization: Notarization is a process that ensures the authenticity of a document and is typically done by a notary public.

Informed Consent: Informed consent is a process in which a person voluntarily agrees to participate in something after being fully informed of the risks, benefits, and other details of the activity.

Enforceable: Enforceable means that a legal agreement or contract is legally binding and can be enforced by the courts.

Explain the purpose of a representation letter and why it is important

Outline the key elements that should be included in the representation letter such as an introduction, a description of the agreement, the responsibilities of each party, the signatures of the parties, and any other details that may be necessary, describe the process of how to write and organize a representation letter, taking into account the legal aspects and the desired outcome, provide guidance on the formatting and layout of a representation letter, explain how to sign and date a representation letter, including the requirements for notarization and other legal measures, discuss how to ensure that the representation letter is legally binding and enforceable, such as by using specific language in the letter, list the documents, evidence and information needed to support a representation letter, such as witness statements or other forms of proof, explain when and how to use a representation letter in legal matters, and the types of situations that require a representation letter, detail the responsibilities of the representative and the individual or company represented, such as the obligations of each party and their rights with respect to the agreement, discuss the potential legal implications of not having a representation letter in place, such as the consequences of not meeting legal requirements, provide recommendations for how to ensure that a representation letter meets all legal requirements, summarize the key points of the article, get started.

Understand what a representation letter is - it is a document that is signed by two parties to confirm the agreement they have made and the rights and responsibilities of each party
Learn why representation letters are important - they provide a legal and binding agreement between the parties involved, and ensure that all parties are aware of the terms of the agreement
Understand the consequences of not using a representation letter - without a representation letter, there is no written record of the agreement, which could lead to disputes and misunderstandings between the parties involved.
Introduction: Introduce the purpose of the representation letter, the parties involved and their roles.
Description of Agreement: Outline the details of the agreement, including the scope of the representation, the terms, and any other relevant information.
Responsibilities of Each Party: Describe the duties and responsibilities that each party has in the agreement.
Signatures of the Parties: Include the signature of each party on the letter.
Other Details: Include any other details that may be necessary to clarify the agreement, such as timelines, deadlines, or any other special conditions.

When you can check this off your list and move on to the next step:

Once all of the key elements have been outlined in the representation letter, you can move on to the next step in the guide.
Start by outlining the scope of the representation. What are the legal rights and responsibilities of each party?
Include an introduction that outlines the purpose of the representation letter and how it will be used.
Identify the parties involved in the agreement.
Provide a full description of the agreement, including any conditions or restrictions.
Identify any potential risks or liabilities associated with the agreement.
List out all the responsibilities of each party, including any obligations or duties.
Include a signature line for each party at the bottom of the letter.
Proofread the letter and make sure all information is correct and accurate.

When you have completed this step, you should have an organized representation letter that clearly outlines the scope of the agreement and the rights and responsibilities of each party.

Begin the letter with the date and the recipient’s name and address
Include a salutation, such as “Dear [Name],”
Write out the purpose of the letter in the opening sentence
Explain the purpose and the desired outcome of the letter in detail
Include any relevant legal information that may be necessary
Make sure to include all of the pertinent facts and evidence to provide clarity
End the letter with a formal closing, such as “Sincerely,”
Sign and date the letter
Make sure to include any additional information, such as a notarization or other legal measures

When you have completed the formatting and layout of your representation letter and it includes the necessary information, you can check this step off your list and move on to the next step.

Have all parties signing the letter present at the same time in front of a notary public
Each party should sign the letter in the presence of the notary
Every signing party should also provide a valid form of identification
The notary should also sign and date the letter
Once all parties have signed and the notary has notarized the letter, it is legally binding
After completing the steps above, you can be sure that the letter is valid and enforceable
Now you can move on to the next step in the guide.
Research the legal requirements and regulations in your jurisdiction to make sure the representation letter is legally binding
Use precise and unambiguous language when drafting the letter, such as stating the exact obligations of each party
Ensure the letter clearly outlines the roles, rights, and obligations of each party
Include a signature line for both parties and make sure each signature is witnessed and notarized
Check that the letter is dated accurately
Once you have completed the steps above, you can be sure that the representation letter is legally binding and enforceable
Gather any documents that will be used as evidence, such as contracts, agreements, or other documents that are relevant to the case.
Collect any witness statements, including any written or verbal statements from people who can provide proof in the case.
Assemble any other forms of proof, such as photographs, recordings, or other physical evidence.
Make sure all information is organized and accessible for use in the representation letter.

Once you have collected all documents, evidence, and information, you can check this step off your list and move on to the next step.

Understand the purpose of a representation letter. It is a document used to enter into an agreement between an individual or company and their representative.
Learn the types of legal matters that require a representation letter. These may include negotiations, contract disputes, court proceedings, and more.
Research the laws and regulations that apply to the specific situation. This will help you know what must be included in the representation letter.
When you have gathered the necessary information and documents, you can proceed to drafting the representation letter.
When the letter is written and signed, it is ready to be used in the legal proceeding.

You will know you have completed this step when you have gathered all the necessary information and documents, and have drafted the representation letter.

Brainstorm and list out all of the responsibilities and obligations that the representative and the individual or company they are representing should fulfill
Make sure to include the individual or company’s rights with respect to the agreement in the representation letter
Review the list of responsibilities and obligations and make sure that all parties involved are comfortable with the terms
Once all parties have agreed to the terms, add the details to the representation letter
When the representation letter is complete, have all parties involved sign it
Once all parties have signed the representation letter, it is legally binding and enforceable
You will know this step is complete when all parties have signed the representation letter and the document is finalized.
Research and understand the legal requirements for the representation letter, and the potential risks and consequences of not meeting these requirements.
Consider the potential risks of not having a representation letter in place, such as enforcement of contract terms, liability for damages, or penalties for breach of contract.
Consult a lawyer or other legal expert to ensure that you are aware of all the potential legal implications of not having a representation letter in place.
Once you have a thorough understanding of the potential legal implications of not having a representation letter in place, move on to the next step.

• Draft the representation letter with a clear and concise legal language, making sure all the parties involved are named and referenced. • Ensure that the agreement is signed by all the parties involved, or their representatives. • Make sure that the agreement contains a specific and detailed description of the services or goods to be provided, including a timeline and payment structure. • Include clauses that detail the legal consequences of a breach of contract and dispute resolution. • Ensure that the letter is written in accordance with the applicable laws of the jurisdiction where the agreement is to be made. • Check that the agreement is clear and unambiguous, with no room for interpretation. • Check that the agreement is legally binding and that all parties have read and understood the contents.

You can check this off your list and move on to the next step once you have completed the above steps to ensure that the representation letter meets all legal requirements.

• Gather all relevant information needed for the representation letter, including the client’s name, address, and the reasons why legal representation is needed. • Make sure that the representation letter is written in a clear and professional manner, with all legal requirements stated clearly. • Ensure that the representation letter adheres to the laws of the state or jurisdiction where the representation letter is being used. • Include all relevant details that are necessary for the document, such as names, signatures, dates, and any other relevant information. • Double check that all the necessary information has been included and that the representation letter meets all legal requirements.

Once you have gathered the necessary information and double checked that the representation letter meets all legal requirements, you can check this off your list and move onto the next step.

Q: What is the difference between a representation letter and a legal opinion?

Asked by Sarah on October 1st, 2022. A: A representation letter is an agreement between two parties, while a legal opinion is an interpretation of the law given by a lawyer. A representation letter typically outlines the responsibilities of both parties, confirms the terms of an agreement, and makes any necessary representations about the accuracy of information or the ability of one party to perform its obligations. A legal opinion, on the other hand, is an analysis of applicable law which assesses the legal risks associated with a particular transaction or situation. It is often used to provide guidance on how to proceed in a certain situation.

Q: When do I need a representation letter?

Asked by James on December 12th, 2022. A: Representation letters are typically used to provide written confirmation that certain terms have been agreed upon between two parties. This can be useful when there may be a dispute in the future as to what was agreed upon. Representation letters can also be used to confirm that all necessary information has been disclosed and that all parties understand each other’s responsibilities. Representation letters can be used in many different contexts including contracts, investments, mergers and acquisitions, and joint ventures.

Q: What should be included in a representation letter?

Asked by Elizabeth on April 4th, 2022. A: A representation letter should include all relevant details about the two parties involved in the agreement and their respective roles and responsibilities. It should also include any representations made by either party about the accuracy of information or their ability to perform their obligations. Additionally, it should clearly state all agreed upon terms and conditions.

Q: How do I draft a representation letter for my business?

Asked by Michael on January 14th, 2022. A: Drafting a representation letter for your business should begin with understanding your specific needs and what you are trying to achieve with your document. You should then consider what types of representations you need to make, who will be involved in the agreement, and what types of terms and conditions need to be included. Once you have these details determined, you can begin drafting your representation letter using templates or software tools available online.

Q: How do I sign a representation letter?

Asked by Jessica on May 9th, 2022. A: The signing process for a representation letter will depend on the specific document requirements set out by your jurisdiction and applicable laws. Generally speaking, both parties must sign the document in order for it to be legally binding. Depending on your jurisdiction and applicable laws, this may require an original signature by each party or simply an electronic signature via an appropriate software tool or service provider.

Q: What are some common pitfalls when creating a representation letter?

Asked by Joshua on August 22nd, 2022. A: One common pitfall when creating a representation letter is not being clear enough about each party’s obligations or expectations from the agreement. It’s important to ensure that all relevant details are explicitly stated in order to avoid any potential misunderstandings or disputes down the road. Additionally, you should ensure that any representations made by either party are accurate and truthful as this could have legal implications if false information is provided. Finally, you should ensure that all applicable laws are taken into account when drafting your document in order to ensure compliance with those laws and regulations.

Q: What are some best practices when creating a representation letter?

Asked by Emily on November 17th, 2022. A: When creating a representation letter it’s important to ensure that all relevant details are explicitly stated so as to avoid any potential misunderstandings or disputes down the road. Additionally, it’s important to ensure that any representations made by either party are accurate and truthful as this could have legal implications if false information is provided. You should also ensure that all applicable laws are taken into account when drafting your document in order to ensure compliance with those laws and regulations. Finally, it’s important to take into account any potential unforeseen circumstances which could arise from your agreement so as to ensure that these situations are covered in your document if they occur in the future.

Q: Is there a difference between UK vs USA vs EU jurisdictions when creating a representation letter?

Asked by Hannah on February 23rd, 2022. A: Yes – there may be differences between jurisdictions when it comes to creating a representation letter depending on which country’s laws apply to your situation or agreement. Generally speaking though there are some common elements which must be included such as clearly stating each party’s obligations and ensuring that all applicable laws are taken into account when drafting your document in order to ensure compliance with those laws and regulations regardless of jurisdiction. Additionally, it’s important to check if there are any specific requirements under local law which must be taken into account when creating your document as well as ensuring that any representations made by either party are accurate and truthful as this could have legal implications if false information is provided regardless of jurisdiction too.

Q: Is it possible for me to create my own representation letter without involving an attorney?

Asked by Matthew on June 28th, 2022. A: Yes – it is possible for you to create your own representation letter without involving an attorney depending on the complexity of your situation or agreement as well as any specific requirements set out under local law which must be taken into account when creating your document. However it’s important to note that using an attorney may provide additional benefits such as providing advice regarding applicable legal risks associated with your particular transaction or situation as well as ensuring that all necessary information has been disclosed accurately and truthfully before signing off on any agreement or contract .

Q: Are there different types of representation letters I can create?

Asked by John on July 12th, 2022 A: Yes – there are different types of representation letters depending on what type of agreement you need for your particular situation or transaction such as contracts, investments, mergers & acquisitions, joint ventures etc… Each type of agreement will require different elements such as outlining each party’s roles & responsibilities as well as confirming all agreed upon terms & conditions etc… It’s important to understand what type of agreement you need before beginning drafting process so as make sure all necessary elements are included in order for it be legally binding if required later down the line .

Q: Can I use online services or software tools available online help me create my own representation letter?

Asked by David on September 18th 2022 A: Yes – there are online services available which can help you create your own representation letter depending on what type of agreement you need for your particular situation or transaction such as contracts, investments mergers & acquisitions , joint ventures etc… These services typically provide templates which allow you fill out relevant details about both parties involved in agreement such their roles & responsibilities , confirm agreed upon terms & conditions etc… Additionally , some services also allow you sign electronically via appropriate software tool or service provider .

Q: Does every industry have its own specific laws regarding creating a representation letter?

Asked by Ashley on March 8th 2022 A: No - not necessarily - while certain industries may have laws specific to them regarding creating a representation Letter , generally speaking most agreements will require same elements such outlining each party’s roles & responsibilities confirming terms & conditions etc… However , it’s important check whether there are any specific industry requirements need taken into account depending upon business model ( e . g . SaaS , technology , B2B ) , sector , jurisdiction etc… before beginning drafting process .

Example dispute

Suing a company over a representation letter.

A plaintiff may sue a company for damages if they believe that the company has made false or misleading representations in a representation letter.
The plaintiff must prove that the representations were false and that the company acted negligently or recklessly.
The plaintiff must also show that the representations caused them to suffer some kind of financial loss or other harm.
The plaintiff may be entitled to damages such as lost profits, attorney’s fees, or other costs associated with the lawsuit.
The plaintiff may also seek an injunction or other equitable relief if the representation letter has caused irreparable harm.
The court may also require the company to issue a corrective representation letter if the company has made false or misleading representations.

Templates available (free to use)

Rule 144 Seller S Representation Letter Non Affiliate Sale Of Restricted Securities Sas 72 Representation Letter

Helpful? Want to know more? Message me on Linkedin

Links to get you started

‍ Our Legal AI Assistant (free while in beta) Contract Template Library Legal Clause Library

Try the world's most advanced AI Legal Assistant, today

What is a Letter of Representation?

Our promise to you.

Founded in 2002, our company has been a trusted resource for readers seeking informative and engaging content. Our dedication to quality remains unwavering—and will never change. We follow a strict editorial policy , ensuring that our content is authored by highly qualified professionals and edited by subject matter experts. This guarantees that everything we publish is objective, accurate, and trustworthy.

Over the years, we've refined our approach to cover a wide range of topics, providing readers with reliable and practical advice to enhance their knowledge and skills. That's why millions of readers turn to us each year. Join us in celebrating the joy of learning, guided by standards you can trust.

Editorial Standards

At MyLawQuestions, we are committed to creating content that you can trust. Our editorial process is designed to ensure that every piece of content we publish is accurate, reliable, and informative.

Our team of experienced writers and editors follows a strict set of guidelines to ensure the highest quality content. We conduct thorough research, fact-check all information, and rely on credible sources to back up our claims. Our content is reviewed by subject-matter experts to ensure accuracy and clarity.

We believe in transparency and maintain editorial independence from our advertisers. Our team does not receive direct compensation from advertisers, allowing us to create unbiased content that prioritizes your interests.

A letter of representation is a formal document informing an individual or company that someone is being represented by legal counsel and that all correspondence should be forwarded to his or her attorney . This document should be used by those who intend to pursue a lawsuit or those who are being sued or tried for a crime themselves. It should be professional in nature and written in the correct format.

An individual can write his or her own letter, as long as it includes important information like the attorney’s contact information and the reason for acquiring the attorney, if applicable. The letter should be professional with correct usage of grammar and legal jargon if needed. Any person who does not feel comfortable writing the letter himself should have the attorney or paralegal handle it. Pre-written forms can also be purchased.

The purpose of a letter of representation is to inform a party that legal representation has been sought. If the person sending the letter is the target of a lawsuit or other matter, then the reason for getting an attorney can be stated briefly. When the party sending the letter intends to pursue a lawsuit, then he may wish to include his intentions in the letter as reason for hiring an attorney. In some cases, this can lead to the offending party coming to an amicable agreement.

Parties who receive such a document are expected to adhere to the request made therein. No direct contact should be made to the person sending the letter if it is advised against in the letter. All questions and arrangements should be sent directly to the attorney’s office. If this request is not adhered to, legal action may or may not be taken, depending on the location and the offending party.

It is generally recommended that anyone involved in a court case provide a letter of representation. The person sending the letter should also adhere to the guidelines stated in the document to avoid incriminating himself or herself and making the case harder to win. No party, particularly a defendant , should speak to police, attorneys, or witnesses without qualified legal counsel being present. This includes face-to-face encounters as well as correspondence via letter, email, or phone. An exception to this rule is a defendant who chooses to represent himself in the case.

What Is a Confidential Letter?
What is an Attorney of Record?
What is an Attorney in Fact?

Our latest articles, guides, and more, delivered daily.

Corporations
Definitions

Letter of Representation: Understanding Attorney Representation Letter

What is a letter of representation ?

Why is an attorney letter of representation used and what’s the purpose?

In what type of cases are representation letters used?

In this article, we will go over all there is to know about a legal representation letter and answer all your questions.

Are you ready?

Let’s dive right in.

Table of Contents

What is a letter of representation

A letter of representation is a document sent by your lawyer to the opposing party in a lawsuit indicating that you are now represented by counsel mandated to represent your interests.

An attorney can represent one person, many people, businesses or legal entities.

Typically, the attorney letter of representation is sent either when you intend to initiate a claim against someone or when you respond to a claim filed against you.

Either way, your attorney signals to the other party that you are now represented.

When is a letter of representation attorney used

When do we use an attorney letter of representation?

What are some examples of legal cases where we can expect to see a letter of representation of attorney letter?

In any legal matter, you can expect to see a legal letter of representation.

For instance, you can have a representation letter sent in the following legal matters:

Letter of representation personal injury cases
Letter of representation attorney family law
Letter of representation business lawsuits
Letter of representation professional malpractice
Letter of representation for car accident letter

We can list so many more types of legal matters out there but you get the point.

The moment you have a lawyer who intends to formally represent you, a legal representation letter is sent to the opposing party to inform them of the identity of the lawyer representing you.

If the other party is represented by a lawyer, the letter of representation to opposing counsel will inform the other party’s lawyer that you are represented by counsel as well.

What is the nature and purpose of a letter of representation

The purpose of a letter of representation is to notify a person or party that you are legally represented by an attorney.

For instance, in the context of a personal injury lawsuit, a letter of representation will be sent to the party who was responsible for the personal injury along with the implicated insurance company.

When a person suffering personal injury retains the services of a personal injury lawyer, the attorney will immediately send a personal injury letter of representation to all the parties against whom a legal application may be filed against.

When the other parties involved become aware that you are represented by a lawyer, they may potentially engage in a negotiation process to settle the matter.

If there are no negotiations or possible settlement, the matter can then be pursued before the court.

At the minimum, letters of representation notify the other party that a person is represented by a lawyer.

In the best-case scenario, a settlement can be reached before the matter goes to court.

What is in the content of a representation letter

The content of a representation letter can vary but will generally convey some key pieces of information.

The legal representation letter will contain:

Name, address and number of the law firm
Name of the attorney representing you
Name and address of the recipient of the letter
The subject-matter
A quick summary of why this letter is being sent
An invitation to the receiving party that they can contact the attorney

In the example of a personal injury claim, you can also find the following additional information:

Date of accident
Place of accident
Name of the insurance company
Insurance claim number
Name of the insured person

With this information, the at-fault party will understand that this is a personal injury representation letter and can act accordingly.

Letter of representation to third-parties

The letter of representation is intended to be sent to the opposing party or a party causing damages for which legal action may be taken.

However, the letter of representation can also be sent to third-parties.

In some cases, third-parties have information important for you and your lawyer to evaluate before filing a legal action in court.

In some states in the United States, the law requires the disclosure of insurance policy and coverage.

This is called the letter of representation to insurance carrier.

For example, in Georgia, a letter of representation can be sent to an insurance company to get insurance coverage details.

In the context of a car accident or a personal injury claim, a lawyer may send a letter of representation to the insurance company to get:

Insurance policy information
Limits of coverage
Details on primary coverage
Excess coverage
Umbrella coverage
Written estimate of damages
Copy of recorded statements
Video or audio tapes

Once the insurance company discloses the insurance coverage details, then the victim of the accident and his or her lawyer can better assess how much can be claimed from the insurance and how much must be claimed directly from the at-fault party.

Benefits of letters of representation

The single most important benefit of a letter of representation is that you notify the other party that you are represented and channel all future communications through your lawyer.

Once your lawyer informs a party that you are legally represented, the other parties should then communicate directly with your attorney.

If they contact you directly, you can simply inform them that you have a lawyer that going forward they should reach out directly to your lawyer.

This gives you an important benefit as your lawyer can speak to the different parties, including the opposing counsel, without saying something harmful to your case.

Template representation letter

A letter of representation may vary depending on who is receiving and the reason why it’s being sent.

Most letter of representation templates will have the following framework:

Recipient name
Recipient address
Subject line
Identification of law firm sending letter
Identification of lawyer sending letter
Description of why the letter is being sent
Any specific demands
Invitation to contact the attorney for questions

A personal injury case, car accident case, family law matter or other legal matters may require that you add additional elements to your legal representation template.

Takeaway

A letter of representation is a formal letter sent by your attorney to another party notifying them that you are legally represented.

Letters of representation generally signal the commencement of legal recourse or claim against someone.

Following the letter of representation, all communication and correspondence should go directly to your counsel.

The purpose of a letter of representation is to inform a person that the services of a legal counsel have been sought and the person receiving the letter is the target in some fashion.

The letter of representation can be used in any type of legal action.

For example, it can be sent in the context of a personal injury case, car accident, business dispute or other.

The letter will identify your attorney, why the letter is being sent and what you are expecting from the party receiving it.

In some cases, the letter of representation helps as a catalyst for the parties to enter into negotiations and settle the matter before a lawsuit is formally filed in court.

Letters of representation can also be sent to third-parties like insurance carriers.

Depending on your jurisdiction, the law may allow a party victim of a personal injury to request insurance coverage details related to the at-fault party.

Lawyers will use a letter of representation to get insurance coverage details to better assess how much can be recovered from the insurance company and how much directly from the person.

We hope this article was useful in helping you better understand an attorney letter of representation.

Have you sent a legal representation letter to someone?

How was your experience?

We would love to hear from you, drop us a comment!

Letter of Representation

What is a disengagement letter and why it’s so important, why an engagement letter is critical to your practice, what is a non-engagement letter and when to use it (overview), most popular, what is a special purpose entity (all you need to know), what is corporate raiding (explained: all you need to know), what are golden shares (explained: all you need to know), what is a targeted repurchase (explained: all you need to know), what is a friendly takeover (explained: all you need to know), editor's picks, what is “be it resolved” in resolutions (explained: all you need to know), what is a management buyout (explained: all you need to know), nature of business (what it is and what you must know), is it cc’d or cc’ed (explained: all you need to know), insufficient funds (meaning: all you need to know).

410-288-5788

What is an attorney letter of representation?

February 1, 2021 February 2, 2021
by Nicholas Del Pizzo

If you’re involved in a personal injury litigation like a car accident or any kind of accident, you’ve probably heard of a document people refer to as an attorney letter of representation. It is one of the documents that an insurance company expects from any person who files a claim against them.

Who writes an attorney letter of representation?

Basically, an attorney letter of representation is a letter written by the lawyer you hired to represent you. The letter will be written on your lawyer’s letterhead and signed by your lawyer. If you hired a law firm, the attorney letter of representation will be signed by the member of the firm who will personally handle your case on behalf of the firm.

To whom is the letter of representation addressed?

The attorney’s letter of representation is addressed to the person that the client will be claiming from or suing. So, for example, if you were in a car accident, the lawyer you hired to represent you will send the attorney letter of representation to the owner of the other vehicle or to the insurance company of the other vehicle’s owner.

What is the purpose of the letter?

In the letter, the attorney introduces himself or herself to the party you are suing. The letter informs the party you are suing that they have been retained as counsel or representative of the party who is suing (you).

It gives the other party the contact details of the lawyer so that communication between them will be easier. More importantly, an attorney letter of representation will name the party they are representing. It will give a brief background description of the matter or the particular set of circumstances that led to the damage or injury for which their client seeks to make a claim or sue.

Why is an attorney letter of representation necessary?

It puts on notice the party you are suing. As your representative, they can ask for documents or information from another party, they can ask for meetings or conferences to try and negotiate a settlement. As a client, it will relieve you of the stress of having to run after the party you are suing because after your attorney sends that attorney letter of representation, the insurance party or whoever you are suing will have to talk to your lawyer instead of you. It begins the process of preparing a lawsuit.

An attorney letter of representation signals to the other party that it is “game on.” If you need assistance and legal advice or if you need representation, you can contact us. We are ready, willing, and able to listen to you, evaluate the facts of your case and assist you in bringing suit if necessary. Call us today.

About The Law Offices of Nicholas J Del Pizzo

A car accident can change your life. At the Law Offices of Nicholas J Del Pizzo , a personal injury law firm in Dundalk , MD, we represent clients injured in auto crashes and hold negligent parties responsible. Our job is to advocate for you while we establish your case. Your job is to recover from your injuries as best as you can. Our preparation will be based on going to trial, even though many car accident cases do settle. We want to show the opposing side that we are determined to achieve the best possible result. That may be at the settlement table, but it could be in the courtroom as well. Let us take some of the pain and stress of off your hands with a free consultation. Fill out the form below to get you started!

We understand personal injury law

why choose us

Full access to your attorney who will handle your case from start to finish

Every attorney personally meets with our clients and promptly responds with calls and emails

Communication is our number one priority

What is a Letter of Representation?

Posted in Personal Injury on April 27, 2021

If you or somebody you care about has been injured due to the careless or negligent actions of another party, you may be able to recover compensation through a personal injury lawsuit. However, securing this compensation can be difficult, and you should seek assistance from a skilled personal injury attorney who can help you with every aspect of your case. An attorney letter of representation is a document that will be sent by your lawyer to the other party in the lawsuit to let them know that they are representing you. A letter of representation will be the initial correspondence that begins the process of seeking compensation or a resolution to the personal injury claim. Here, we want to discuss a letter of representation, why it needs to be sent, and what it will say.

What Goes Into a Letter of Representation?

When an attorney wants to notify other parties that they are representing the client, they will send a short and concise letter to them indicating as such. A letter of representation will be sent on the attorney’s official letterhead and will be written in business format. The letter will list:

The attorney’s name, address, and contact information
The name, address, and contact information of the other party
Any insurance policy numbers associated with the incident
Any claim number associated with the incident
A brief paragraph or two advising the other party about the representation

A letter of representation will typically be sent through certified mail with a return receipt to ensure that the letter is received and so the receiver cannot claim they never received the letter.

What Happens After a Letter of Representation?

When an attorney takes your case, a letter of representation will only be the opening salvo of the process. The reality is that there will be plenty of things going on behind the scenes before and after a letter of representation is sent. An attorney will begin investigating in order to gather the evidence needed to prove liability.

A lawyer will be responsible for handling all communication and negotiation with other parties involved. While the ultimate goal will be to secure full compensation in an out-of-court settlement, that is not always how these cases work. It may be necessary for an attorney to file a personal injury lawsuit on behalf of their client in civil court. When this occurs, an attorney will fully prepare to take the case to trial while still negotiating with the other party to reach a fair settlement.

Contact an Attorney for Help With Your Case

If you or somebody you love has been injured due to the careless or negligent actions of somebody else, you need to contact a Long Beach accident attorney as soon as possible. A skilled lawyer can use their resources to fully investigate every aspect of the claim. This will include uncovering all evidence needed to prove liability. An attorney will handle all negotiations with the other parties involved in order to help their client receive full compensation for their losses.

During the COVID-19 crisis, Harting Simkins & Ryan, LLP attorneys are working and available to discuss your case with you. Click Here to learn more.

Personal Injury Blog

What Is a Letter of Representation?

Personal Injury

When you are filing an insurance claim, you may want to hire a lawyer to represent your case. During this process, your attorney will draft a legal notice called the Letter of Representation and send it to the insurance company. This document informs the insurance carrier that your lawyer will take over your claim and requests valuable information to support your case.

Understanding the Letter of Representation

A letter of representation serves as the first point of communication between the insurance carrier and your personal injury lawyer . In this letter, the attorney has the opportunity to introduce himself or herself, explain that you have obtained legal representation, and make it clear that any communication from the company should be with the attorney rather than you.

Additionally, your attorney will use the letter of representation to confirm coverage for the accident and request important information, such as a copy of the relevant insurance policy. Your lawyer will also provide his or her contact information for the insurance claims adjuster.

The purpose of the letter of representation is to signal to the insurance company that you have obtained a lawyer and are serious about obtaining a settlement. Once your lawyer sends the letter, you do not need to correspond with the claims adjuster. Your attorney will handle all aspects of your claim on your behalf.

If an insurance adjuster does contact you after the letter of representation is sent, simply state that he or she will need to speak with your attorney. Keep your interaction brief and do not answer any questions. Afterwards, contact your attorney and inform him or her that the adjuster contacted you.

Do You Need an Attorney for an Insurance Claim?

When you are involved in an accident, it can be easy to wonder whether you should hire a lawyer. You may believe that the incident was straightforward and that you shouldn’t face any issues while recovering compensation. However, hiring a lawyer can help protect your best interests during this process.

An insurance company’s goal is to protect its bottom line and paying a maximum settlement to each and every claimant does not help achieve this goal. As a result, these companies often search for ways to minimize a potential award.

On the other hand, a lawyer’s job is to protect your interests and help you recover the compensation you deserve. An attorney can provide several benefits to an insurance claim, including the following:

Your attorney can help you navigate the complex claims process and prepare you for each step of your claim.
A lawyer can evaluate all potential avenues to compensation and accurately calculate an estimated settlement, helping you avoid an insufficient offer from the insurance carrier.
During your case, you may encounter bad faith tactics from the insurance company. Your attorney can identify instances of bad faith and take action to protect your claim.
You may need to engage in negotiations with the insurance adjuster. Your lawyer will have the skills to handle these discussions and advocate aggressively for your best interests.

After your accident, seek medical attention as soon as possible and save all relevant evidence. Once you receive treatment, do not speak with the insurance company. Instead, contact a Chicago accident attorney to discuss your case and strategize your next steps.

Randolph Rice
Joseph Murtha
Gregory J. Psoras
Eric S. Lickstein
Austin Cohen
George Psoras, Jr.
Jenna Linn-Rice
Jeffrey M. Solof
Water Park Injuries
Domestic Violence Victims
Nursing Home Abuse
Police Brutality
Sexual Abuse
15 Passenger Van Accidents
ATV Accidents
Auto Accident Deaths
Bus Accidents
Car Accidents
Motorcycle Accidents
Pedestrian Accidents
School Bus Accidents
Taxi Accidents
Truck Accidents
Uber + Lyft Accidents
Car Accident Referrals
Brain Injuries
Spinal Cord Injuries
Birth Injuries
Medication Errors
Hospital Errors
Misdiagnosis Errors
Surgical Errors
Life Insurance Denials
Bicycle Accidents
Boating Accidents
Train Accidents
Airbnb Injuries
Slip and Falls
Product Liability
Benzene Exposure
Chemical Exposure
Construction injuries
Electrocutions
Falls from Heights
Scaffolding Falls
Workers’ Compensation
Workplace Deaths
Wrongful Death
Allegany County
Brooklyn Park
Glen Burnie
Linthicum Heights
Catonsville
Lutherville-Timonium
Middle River
Milford Mill
Owings Mills
Reisterstown
White Marsh
Calvert County
Westminster
Ballenger Creek
Garrett County
Ellicott City
Kent County
Gaithersburg
North Bethesda
Silver Spring
Camp Springs
Hyattsville
Queen Anne’s County
Saint Mary’s County
Wicomico County
Baton Rouge
Testimonials

What Should a Maryland Attorney Letter of Representation Look Like?

What is an attorney letter of representation.

An attorney letter of representation is a document sent from a lawyer (“lawyer”) to an adverse party (“party”) advising that party that the lawyer represents a specific person, persons, or business.

A letter of representation is an initial correspondence to begin seeking damages or the resolution of a matter.

An adverse party is usually the insurance company for the person at fault in the accident. If you are looking for an insurance company or producer in Maryland, you can use this Search Link to find all licenses to conduct business in Maryland .

If you have been injured, you should speak with Baltimore personal injury lawyer Randolph Rice about sending a letter of representation. If you don’t act quickly, you may waive your right to seek damages for your injury or damages.

What Defines a Party in a Legal Matter?

A party can be an individual or a company. For example, if an individual was injured while visiting a friend’s home, the lawyer may send a letter of representation to the homeowner advising of representation.

If the injury occurred in a car accident , the lawyer may send the letter of representation to the insurance company, the party, for the at-fault driver.

When a client hires an attorney to represent them in a personal injury matter, the attorney will typically send a letter of representation or a representation letter to the insurance company for the negligent party.

Why Send an Attorney Representation Letter?

A letter of representation or attorney representation letter is used to notify the insurance company in writing that the lawyer is representing that individual in a pending claim.

That claim may be for injuries sustained in an accident where the insurance company’s insured was at fault or negligent.

The letter is to begin to negotiation process or in an attempt to resolve the dispute in lieu of filing a lawsuit. the letter’s main goal is to put the other person or company on notice that the injured person or business has a lawyer and intends to seek damages.

Example Attorney Representation Letter for Personal Injury Claim

This is an example of a basic letter that we send to insurance companies advising that we represent a client in an accident or personal injury claim :

Law Firm Name, address, and contact information. [Date] Approved Maryland Insurance Company Street Address City, State ZIP Re: Claim for Injuries – Representation Letter Date of Accident: August 15, 2011 My Client: Joe Smith Accident Location: Street Address or location of injury/accident Your Insured: Jane Smith Your Insured’s Policy #: 123456789 Claim Number: 123456789 Dear Sir/Madam: Please be advised that I represent the above-captioned client in his/her claim for injuries and damages resulting from the above-captioned accident. Our investigation of the incident referred to above and the damages resulting therefrom, indicate that the sole proximate cause of same was your insured’s negligence. Thank you for your time and attention to this matter. Please don’t hesitate in contacting me at my office if you have any questions or concerns. Respectfully, {Signature of Attorney} Attorney’s Name cc: Client File

What is Contained Within a Template Representation Letter?

A lawyer representation letter should include:

Address to whom the letter is sent;
The subject of the letter;
Content or body of the letter. Briefly explaining why the lawyer is writing the letter and the general claim and damages.

The letter should be sent certified with a return receipt. This will ensure that the letter is received and the receiver cannot claim they never received the letter.

What should you do if you have been hurt in an accident?

The first thing we tell clients is don’t talk to the insurance company about the person that struck them. That insurance company is going to do everything it can to make you admit or at least try to make you admit that you were at fault for the accident.

If they can get you on a recorded statement to admit that you were at fault, then they can claim you contributed to the accident and you may not able to recover any of your lost wages or medical bills from the accident.

Contact Our Attorneys for Your Car Accident Letter of Representation

If you’ve been hurt in a car accident, contact the Maryland personal injury lawyers at Rice, Murtha & Psoras at (410) 694-7291, or email Mr. Rice for immediate legal help.

You can schedule a free consultation to discuss your case and the possible claim you may have against the driver that struck you and how they can send a representation letter to the adverse insurance company.

Attorney Randolph Rice is a Baltimore personal injury lawyer and car accident attorney and with years of experience fighting for compensation for his clients. He is ranked by Super Lawyers, an Avvo 10 out 10, and Lead Counsel Rated.

Sample Attorney Representation Letter: 4 Templates

It is very necessary to have proper representation in legal matters as they can defend your points properly and also it helps in winning the case as well. You need to write to the lawyers who you think can defend you in court with the issue and your perspective on it.

Also mention all the minute details of the case and who is the opposition. You must mention how important is it for you to win. The lawyer services might be required for daily legal procedures of a business or some issue that is criminal or civil in nature.

Letter Template: 1

Table of Contents

Sample Attorney Representation Letter

The Attorney,

XYZ Lawyer Firms.

Dear Mr.XYZ.

I have been attempting to move toward you through some different channels over the recent weeks yet you appear to be very occupied. After all, being probably the best lawyers around accompanies a ton of obligations.

Sir, I am composing this letter to request your time and your administration. I have chosen to go into business and ensure that it develops later on. I have just set up the area and the idea of my business. I will bargain in “Ladies Clothing”. In spite of the fact that there are a lot of representatives out there managing in a similar business that I am, however, I’ll make a point to furnish my clients with the best dress quality and modest rates.

Sir, I went to the concerning specialists to enlist my image and my area as a legitimate one at the same time, they approached me for some authoritative records that should be given regardless. This is the place I need you, I need you to deal with the entirety of my lawful documentations and my lawful papers empowering you to get me enrolled. The sooner I start my business, the better as the market is blasting at this moment

I trust that you will locate my issue concerning and help me with your range of abilities.

Expressing gratitude toward you,

Regards Richard

Download Template : ( pdf, docs, ODT, RTF, txt, HTML, Epub, Etc )

Letter Template: 2

Mr. James,

ABC Associates,

South Wales.

The expectation is that you will be fine. It is expressed that I have recorded a suit for harm against DBT Co. Inc. by virtue of the tort submitted by them in my stockroom. They had loaned my distribution center on rent for a long time however they began developing structure parts on my property without sending me any notification which is an infringement of the rental contract.

The suit has been documented in District Court. As you are an expert on Contract Law so I need to employ you to arraign my case. I will hang tight for your answer.

Much thanks to you to such an extent.

Yours truly,

Letter Template: 3

Hello Mr. Peterson,

My significant other, John Doe, and I approve your follow-up for our sake in protecting us in the expense matter that we talked about with you a week ago.

The data on the encased diskette incorporates the entirety of our pay records for as long as four years. Likewise encased are receipts, bank proclamations, other budgetary records, and a short outline sheet.

We consent to your charge of $200 every hour. If you don’t mind illuminate us quickly in the event that you are happy to speak to us.

Regards Nikson

Letter Template: 4

Hello Richard,

I welcome the time you spent clarifying my choices in reacting to the legal documents served on me on January 3. I approve you to record a response to the grumbling and to document a counter case mentioning the care of my three youngsters, whose names and birth dates show up beneath.

In the counter case, it would be ideal if you demand that the expenses of the suit be paid by my life partner. It is my understanding that you require a $900 retainer. I further comprehend you charge $l30 every hour for extra filings and court appearances. Encased in the $900 retainer. If it’s not too much trouble affirm that you will speak to me right now.

Letter Template: 5

With respect to our phone discussion of June 11, I approve you to speak to my firm in our case against the Doe Corporation for infringement upon our property. We believe you will have the option to win reasonable pay for their utilization of our easement.

I have encased duplicates of the first deed and plat reports for our property, just as the entirety of our correspondence with Doe, all of which reinforce our case. I consent to the charging terms we talked about on June 11, i.e., $250 every hour. On the off chance that you are as yet ready to speak to me right now, one marked and dated duplicate of this letter and get in touch with me by phone.

Regards Sofia

Letter Template: 6

Respected Williamson,

By this letter, I approve you to go about as John’s lawyer and to document suit against Sam Corporation to recoup harms for copyright encroachment. I have encased a duplicate of our copyright and the letters I composed to Doe concerning their encroachment.

I have encased your $5,000 retainer. I comprehend that you will charge us at the pace of $250 every hour. I additionally need to advise you that I should favor any charging past 100 hours. You review that you said that this case ought not to cost Doe more than $25,000.

On the off chance that you concur with the terms expressed right now, sign it in the space given at the base and return it to me. In the event that you don’t concur, it would be ideal if you call me promptly so we can make different game plans.

21 Sample Attorney Representation Letter Templates

Attorney Representation Letter sample & Templates

Want to write Attorney Representation Letter? When choosing legal representation, it is important to find an attorney who understands your specific needs and can provide the guidance you need to make informed decisions. A sample attorney representation agreement outlines the provisions of an agreement between a client and an attorney.

This document can help clarify the roles and responsibilities of each party, as well as their expectations for the relationship. Anyone considering hiring an attorney should review this agreement to get a better understanding of what to expect. By knowing what is expected up front, you can avoid any misunderstandings or conflicts later on. Speak with a qualified lawyer in your area to discuss your specific situation and get started on finding the right representation for you.

What is Attorney Representation Letter?

Sample Attorney Representation letters are often use by attorneys to provide potential clients with an overview of their qualifications and experience. These letters typically include information on the attorney’s education, court experience, and areas of practice. They may also include a brief description of the attorney’s approach to legal matters.

Sample Attorney Representation letters can be an important tool in helping potential clients choose the right attorney for their needs. However, it is important to remember that these letters are only a snapshot of an attorney’s qualifications and should not be considered a substitute for a personal consultation.

Attorney Representation Letter format

The email format for sending a letter is simple and includes just five essential parts:

Subject line ( How to write a good email subject line That Opened 10x )
Opening line and body

Attorney Representation Letter

Template 1:

Letter Template 2:

Template 3:

Sample Attorney Representation Letter

Letter Template 4:

Template 5:

Letter Template 6:

Related: Sample Letter To Attorney Regarding Case Templates

Sample letter to a lawyer for representation

Template 7:

Letter Template 8:

Template 9:

Sample letter to terminate attorney representation

Letter Template 10:

Template 11:

Letter Template 12:

Related: Sample Attorney Representation Letter

sample legal representation letter

Template 13:

Letter Template 14:

Template 15:

Attorney letter of representation example

Template 16:

Letter Template 17:

Template 18:

Related: Sample Email to Lawyer Requesting Services & Letter Templates

legal representation sample letter to a lawyer for representation

Letter Template 19:

Template 20:

Letter Template 21:

Attorney Representation Letter subject lines

Sample Attorney Representation Letter subject lines can be very useful in getting a positive response from the recipients. It is always best to include the keyword in the subject line so that the recipients will immediately know what the letter is about. Another useful tip is to keep the subject line short and to the point. This will ensure that the recipients will not be overwhelmed by the length of the letter and will be able to understand its purpose quickly.

Finally, it is also helpful to personalize the subject line by including the name of the recipient. This will show that you have taken the time to research the recipient and that you are genuine in your desire to help them. By following these simple tips, you can maximize the chances of getting a positive response to your Sample Letter.

Sample Letters can be found easily online and are a dime a dozen. However, many individuals do not know what goes into a good representation letter. This article will explore 10 subject lines that will get results.

1) “Including Sample Attorney Representation with Every Case” 2) “Don’t Settle for Less – Sample Attorney Representation” 3) “Get the Sample Attorney Representation You Deserve” 4) “You’re Sample Attorney Representation is Our Priority” 5) “Personalized Sample Attorney Representation just for you” 6) “The Sample Attorney Representation You Need to Win” 7) “No case is too big or small for our Sample Attorney Representation” 8) “Quality Sample Attorney Representation at an Affordable Price” 9) “We go the extra mile with Sample Attorney Representation” 10) “Satisfaction Guaranteed with our Sample Attorney Representation”

How to Start Attorney Representation Letter

If you have been contacted by an attorney representing a client who has been injured. It is important to take action as soon as possible to protect your legal rights. By promptly sending a representation letter to the attorney, you can avoid any misunderstandings about the scope of your representation.

The following is a sample representation letter that can be customize to fit your specific situation:

Dear Attorney [insert name],

I am writing to confirm that I am representing [insert client name] in the matter of [insert case description]. Please direct all future correspondence and inquiries regarding this matter to my office.

Thank you for your attention to this matter.

Sincerely, [Your name]

How to END Attorney Representation Letter

You have decided to end your attorney-client relationship with your lawyer. You may be ending the relationship because you have resolve your legal matter. Are dissatisfied with your lawyer’s representation, or for some other reason. Regardless of the reason, there are certain steps you should take to ensure that the transition is smooth and that your rights are protect.

First, if you have an open case, you will need to find a new lawyer to represent you. Be sure to obtain a copy of all documents related to your case from your current lawyer before terminating the relationship. These documents will help your new lawyer understand your case and pick up where your old lawyer left off.

Second, you should give your new lawyer permission to speak with your old lawyer about the case. This will allow for a smooth transition and will ensure that no key information is lost in the process.

Third, be sure to provide your new lawyer with any financial documents related to the case, such as invoices or retainer agreements. These documents will help your new lawyer understand the financial aspects of the case and ensure that you are properly reimbursed for any expenses incurred.

Fourth, keep in mind that you may still be responsible for paying any outstanding fees or costs associated with the case, even if you terminate the attorney-client relationship. Be sure to discuss this with your new lawyer so that you can make arrangements for payment.

Taking these steps will help to ensure a smooth transition when ending an attorney-client relationship. Be sure to consult with a qualified attorney before taking any action so that your rights are protected throughout the process.

Attorney representation letters are an important part of the legal process. By understanding what these letters can and cannot do for you, you can make sure to get the most out of your relationship with your attorney. Have you ever received an attorney representation letter? What was your experience like? Let us know in the comments!

15+ Thank You For Dinner Letter & Email Templates

Want Thank You For Dinner Letter? here are some templates and samples for letters or emails that...

11+ Leaving Early From Work Email & Letters Templates

leaving early from work email is a common occurrence. Whether it’s due to an appointment, sick...

19+ Follow Up Email Samples Templates [Free]

It’s important to follow up after an interview, and there are multiple ways to do so. In this...

13 Condolences On Death Of Mother Letter & Email Samples

Death is never easy, and the death of a parent can be especially difficult. If you need to send...

About the author

Leave standalone software behind

Manage all your cases in one place

Manage your documents

Increase billable time and cashflow

Reach and collaborate with your clients

Grow your client list

Why CARET Legal
Data Security
Integrations

1-30 Employees

30+ Employees

Read all about the latest industry topics

Learn from industry experts

In-depth legal insights

Real perspectives from real people

Get help from our expert support team

See an extensive list of CARET Legal partners

Join CARET Legal's partnership program today

Home » Blog » How to Write an End of Representation Letter to a Client

May 10, 2024

How to Write an End of Representation Letter to a Client

An end of representation letter serves as a professional and ethical marker to indicate the end of a specific attorney-client relationship.

Every legal journey has a beginning and an end. When it comes to closing a case, it’s crucial to formally communicate the end of representation with a closing letter to the client from the attorney. This is where the significance of an end of representation letter, also known as a closing letter to a client from an attorney, or simply a closing letter to a client, comes to the fore. It serves as a professional and ethical marker to indicate the end of a specific attorney-client relationship.

What Is a Termination of Representation Letter?

A termination of representation, or, a closing letter, is a formal document that an attorney sends to their client, marking the termination of their representation on a specific matter. This letter forms an essential component of the attorney-client relationship, offering clear documentation of the case’s conclusion and helping to avoid any potential ambiguity or miscommunication .

More Than Just a Formality

While it may seem like a mere formality, an end of representation letter holds considerable weight in the legal world. It serves several important functions, from providing a formal record of the cessation of a specific attorney-client relationship to preventing potential misunderstandings. Here are some of the key reasons why closing letters to clients are indispensable:

Clear Documentation: It furnishes a formal record of the cessation of a specific attorney-client relationship, which can be beneficial for future reference.
Avoids Miscommunication: It helps circumvent situations where a client might mistakenly believe that you are still representing them.
Client-Centered Experience: It ensures that clients are not left uninformed about the status of their legal matter, thus enhancing their experience.
Potential for Future Representation: Despite marking the end of a specific case, this letter doesn’t necessarily signify the termination of your professional relationship with the client. It leaves room for potential future representation.

Professional Communication

Crafting an end of representation letter is not just about getting the job done. It’s about doing it right. The way you communicate the end of your legal services can reflect on your professionalism and can impact your relationship with the client. So, how do you end an attorney letter to a client? Keep the following best practices in mind to ensure your letter is clear, concise, and consistent:

Timeliness and Consistency: Send the letter as soon as the case concludes and make it a practice to send a closing letter to clients after every case. This prompt and consistent communication shows respect for your client’s time, keeps them well-informed, and establishes your reputation as a reliable and professional legal service provider.
Clarity, Conciseness, and Personalization: Ensure your letter is easy to read and understand. Clear and concise communication coupled with a personalized touch can build trust, make your clients feel valued, and enhance their overall experience.
Positive Language and Appreciation: Use positive language to convey the end of your representation and express your gratitude to the client. This can leave your clients with a favorable impression of your services, increasing the chances of them returning or referring your services to others.
Feedback Request and Follow-Up: Encourage the client to provide feedback and consider following up with them after sending the closing letter. This not only shows your commitment to improving your services but also makes the clients feel that their opinion is valued. It can help you gain insights into your strengths and areas for improvement, guiding your future client interactions.

The way you communicate the end of your legal services can reflect on your professionalism and can impact your relationship with the client.

Essential Components

The process of crafting an end of representation letter should be undertaken with due diligence. Here are some crucial elements to incorporate:

Case Specifics and Status: Clearly state which case you’re referring to—especially if there are multiple matters at hand or if you take on future matters for the client. List the case number and also briefly describe the case in the body of the letter. Also, note that the matter is closed or concluded.
The Date: Date the letter and specify when the case has concluded.
Reason for the End of Representation: Briefly note the reason why you will no longer be representing the client on the matter at hand—whether it’s because the case has concluded or there’s another reason (for example, if your practice is closing).
The Status of Any Client Documents: Let the client know if you will be retaining case documents and files and for how long. If you are returning original client documents with the letter, state that in the letter and specify what’s enclosed.
Next Steps: If applicable, list any actions or next steps that the client needs to take care of or is responsible for. This could include a note regarding the final bill for the matter.
A Feedback Request: Client feedback is key to effective client communication and your law firm’s continued success, so ask for it. This could be as simple as enclosing a feedback questionnaire.
A Note of Appreciation: Thank the client for the opportunity to represent them. Ending the letter on a positive note goes a long way toward making a client feel valued.

End Of Representation Letter Template

Here’s an example of how you could craft an end of representation letter:

Re: Termination of Representation, Case/File #[Case Number]

Dear [Client’s Name],

Subject: Successful Conclusion of [Legal Matter]

I hope this letter finds you well.

I am pleased to inform you that our legal services regarding [brief description of the legal matter] have been successfully concluded as of [date]. This follows the positive resolution of the matter, which we discussed on [date of discussion].

First and foremost, I want to extend our heartfelt thanks for choosing our law firm for your legal needs. It has truly been a privilege to serve you, and we are grateful for the trust you have placed in us. Your collaboration throughout this journey has been invaluable.

As we look to the future, please note that any subsequent legal issues related to this matter or any new legal matters will require a new agreement for our legal services. Should you need further legal assistance, we stand ready and eager to support you. We always look forward to opportunities to serve you again.

We will be keeping all your legal documents related to this matter in our files for a period of [number of years as per the firm’s policy or legal requirement]. After this period, the documents will be securely destroyed. If you wish to have the original documents, please inform us within [time period], and we will organize their transfer to you.

We continually strive to improve our services and your feedback is vital to us. We would greatly appreciate it if you could share your experience with our firm by completing a brief survey [link to survey]. Your insights will go a long way in helping us enhance our services.

In closing, thank you once again for the opportunity to represent you. We truly value the relationship we have built with you and look forward to maintaining it in the future.

Should you have any questions or need further clarification regarding this matter, please feel free to reach out to us.

With warm regards,

[Your Name] [Your Law Firm’s Name]

Leveraging Automation For End To Representation Letters

The task of writing closing letters can be quite demanding, particularly when juggling numerous cases. This is where document automation comes into play, acting as an efficient solution to this challenge. Consider utilizing our practice management software which can convert your existing documents into reusable templates, significantly expediting the process of writing closing letters.

One of the key benefits of document automation is its ability to ensure clarity and uniformity in every letter. This consistency not only bolsters your professional image but also builds trust with your clients. Moreover, legal workflow automation can automatically remind attorneys to send the letter when the case has been marked as concluded, ensuring no important communication is missed.

Turn an end of representation letter into a template that can be used over and over again using document automation

Document automation helps you save precious time by generating letters quickly and efficiently. This means you can send out closing letters promptly, showing respect for your clients’ time and enhancing their overall experience as well as aiding in averting any confusion that could arise from miscommunication, thereby fortifying your client relationships.

With less time spent on administrative tasks, you can focus more on your clients, ensuring your legal services are delivered seamlessly and efficiently. Embracing document automation not only enhances your firm’s professionalism but also contributes to client satisfaction by ensuring clear, consistent, and timely communication. This can be a significant factor in client retention, positive reviews, and referrals .

7 Ways Document Automation Can Boost Your Business

Learn how document automation can impact your law firm’s bottom line in essential areas of case and practice management.

Perfect Your Closing

Drafting a termination of representation letter is an integral part of finalizing a legal matter. It doesn’t just offer transparent documentation but also improves the client’s journey by eliminating ambiguity. Yet, it can be a lengthy process. If you’re ready to reclaim your time and streamline your tasks, it’s time to consider automating your closing letters.

Dive into the era of automation! Experience a demo of CARET Legal today.

Billing, Payments & Accounting
Client Engagement
Document Management
Law Firm Operations
Matter Management
Reporting & Analytics
Security & Compliance
Legal Practice Management Software
Case Management
Document Solutions
Prospect and Contact Management
Client Communication
Billing, Accounting and Payments

Practice areas

Legal Software Solutions
Civil Litigation
Personal Injury
Estate Planning
Intellectual Property
Criminal Law
Immigration Law
Real Estate Law
Employment Law
Insurance Defense
Smaller Firms
Larger Firms

Join CARET Legal’s partnership program today

Select Region or Brand

Charleston, SC
Columbia, SC
Lehigh Valley
Long Island
Massachusetts
Mecklenburg, NC
New Orleans, LA
North Carolina
Oklahoma City, OK
Pennsylvania
Rhode Island
Massachussetts
South Carolina
Milwaukee, WI
Designers Today
Furniture Today
Gifts & Decorative Accessories
Home Accents Today
Home Furnishings News
Home Textiles Today
Manage Print or Online Subscription
Manage Email Subscription

Upcoming Event

Top Projects
Women of Vision
Building Diversity
Builder Breakfast
Builder Breakfast Videos
DJC Event Photos
Community Calendar
My Projects
My Preferences
Post-a-Project
Member Directory
Council Calendar
Public Record
Sub-Bid Requests
DJC People Submissions
BTM Business Connect
Marketing Growth Guide
Editorial and Special Products Calendar
DJC Media Kit
Plaques & Permissions
Leads & Data
Building Permits
Bankruptcies
Add My Business
Digital Edition
Construction
Architecture & Engineering
Real Estate Development
Building Blocks
Building Permits & Land Use Review Intakes
Women Who Lead
Photo Archive
BTM Business Connect Submissions
Project Center
Leads & Data Center
Advertise With Us
Construction Almanac
Skilled Magazine
NAMC Oregon
Email Alerts
Accessibility Statement
New law addresses wholesaling, future listing, buyer representation | Opinion

By: Andrew Mathews and Elizabeth Clampitt // June 4, 2024 //

Share this!

DJC Oregon Daily Newsletter

By signing up you agree to our
Privacy Policy
Automaker lifts curtain on marvel of adaptive reuse
School construction pauses briefly following worker’s death
$2.4 million multifamily project in Portland building permits | June 3, 2024
Portland State University project in Portland land use review intakes | June 3, 2024
Disaster raises alarm for vulnerable infrastructure
Construction company ordered to halt contracting work
Leaking underground storage tanks still pose problems
$13 million in top bidders | May 31, 2024
Design Beyond Borders: Alyeska Resort update
Proposals presented for grand venue in Portland
$2.7 million Press Blocks project in Portland building permits | May 28, 2024
Office building conversion in Portland land use review intakes | May 28, 2024

Jodi Bailey | Emerio Design

Jodi Bailey has joined Emerio Design as its business development manager. She will focus on public a[...]

Andy Morris | Walsh Construction Co.

Superintendent Andy Morris has returned to the Walsh Construction Co. team. He initially joined Wals[...]

Lee Santoyo | Walsh Construction Co.

Lee Santoyo, a seasoned construction professional with more than 24 years in the industry, recently [...]

Eric Ostapenko | Miller Consulting Engineers

Miller Consulting Engineers extends a warm welcome to Eric Ostapenko, the newest member of its struc[...]

Alicia Moore | Energy Trust of Oregon

Alicia Moore is joining Energy Trust of Oregon as its first director of diversity, equity, and inclu[...]

Trent Holden | Pacific Community Design

Pacific Community Design has promoted Trent Holden to senior civil designer. He joined the team in 2[...]

Meagan Jansen | Pacific Community Design

Pacific Community Design has promoted Meagan Jansen to civil designer. She began her journey at PCD [...]

Jacob Halladin | Pacific Community Design

Jacob Halladin has been promoted to civil designer at Pacific Community Design. He joined the team i[...]

April bears chase off March bulls; interest rate cuts still paused | Opinion
To help address labor difficulties, cultivate better bosses | Opinion
Impact of Supreme Court decision in takings clause case is hazy | Opinion
Active transportation is integral to bridge replacement project | Opinion
Coed softball, compliance and consequences: NLRB’s directive unveiled | Opinion

COMMUNITY CALENDAR

Privacy overview.

IMAGES

Letter Of Representation Attorney Sample
Letter Of Representation Template
Legal Representation Sample Letter To A Lawyer For Representation
Sample Attorney Representation Letter
Letter of Representation Template
Sample Attorney Representation Letter

VIDEO

Management Representation letter in Bank Audit
Why Legal Representation Matters
Action after Islamabad high court judges letter
Bank Branch Audit Seminar 2024- Part 3
Recuse an Attorney Foreign Agent Registration Act and International Standard Lawyer Number- Preview

COMMENTS

Attorney Letter of Representation
A good attorney letter of representation should contain the following information: Your attorney's name and contact information. The reason for legal representation. A summary of the facts of your case. An explanation of your injuries (in an accident case), and. An inquiry into insurance policy limits (if an accident or personal injury case).
Sample Attorney Representation Letter
You can also combine your attorney representation letter with your spoliation notice. Sample attorney representation letter. February 12, 2024. Dear Ms. Jones: Please be advised that this office represents the above-named individual for the broken leg, fractured wrist, occipital, and other injuries sustained as a result of an automobile ...
Sample Attorney Representation Letter for an Injury Case
Fredericksburg, VA 22412. Re: Claim for Injuries and Damages - Attorney Representation Letter. Our Client: Bill Smith. Your Insured: John Williams. Your Insured's Policy #: 1357913. Date of Accident: November 1, 2021. Accident Location: Intersection of Jefferson Ave. and Oyster Point Rd. in Newport News. Your Claim #: 246824.
What Is an Attorney Letter of Representation?
An attorney letter of representation is a legal document that lets all the parties involved in a case that an attorney or law firm has been hired to represent a party, group, or business in a legal dispute. It usually details the client being represented and their case to any other relevant attorneys or parties involved.
What Is a Letter of Representation from Lawyer
A letter of representation from a lawyer is a formal document that serves as a written communication between an attorney and another party involved in a legal matter. It is an essential tool used in the legal field to convey important information, assert legal rights and positions, and initiate or respond to legal actions. ...
Representation Agreement: Your Attorney and You
A written fee agreement spells out your legal issue, the nature of the legal representation the attorney will provide, the hourly rate or fixed fee, and any extra fees or costs. Under American Bar Association (ABA) rules, only contingency fee cases must be in writing. But, experienced attorneys and smart clients will put all legal fee ...
Writing a Letter for Legal Representation: A Step-by-Step Guide
Step 1: Research and Identify the Right Attorney: The first step in writing a letter for legal representation is to research and identify the right attorney for your specific needs. Take the time to understand the area of law that pertains to your case and find an attorney who specializes in that field. Look for attorneys with experience, a ...
"Attorney Letter of Representation"
An attorney letter of representation usually contains the following: your attorney's name and contact information (or the name of the law office/law firm representing you), the reason for legal representation (for example, personal injury, malpractice, divorce), a brief summary of the facts of your case, the extent of your injuries (in an ...
Creating a Representation Letter
A: A representation letter is an agreement between two parties, while a legal opinion is an interpretation of the law given by a lawyer. A representation letter typically outlines the responsibilities of both parties, confirms the terms of an agreement, and makes any necessary representations about the accuracy of information or the ability of ...
What is a Letter of Representation?
The purpose of a letter of representation is to inform a party that legal representation has been sought. If the person sending the letter is the target of a lawsuit or other matter, then the reason for getting an attorney can be stated briefly. When the party sending the letter intends to pursue a lawsuit, then he may wish to include his ...
Letter of Representation: Understanding Attorney Representation Letter
A letter of representation is a document sent by your lawyer to the opposing party in a lawsuit indicating that you are now represented by counsel mandated to represent your interests. An attorney can represent one person, many people, businesses or legal entities.
What is an attorney letter of representation?
The letter informs the party you are suing that they have been retained as counsel or representative of the party who is suing (you). It gives the other party the contact details of the lawyer so that communication between them will be easier. More importantly, an attorney letter of representation will name the party they are representing.
What is a Letter of Representation?
An attorney letter of representation is a document that will be sent by your lawyer to the other party in the lawsuit to let them know that they are representing you. A letter of representation will be the initial correspondence that begins the process of seeking compensation or a resolution to the personal injury claim. Here, we want to ...
What Is a Letter of Representation?
A letter of representation serves as the first point of communication between the insurance carrier and your personal injury lawyer. In this letter, the attorney has the opportunity to introduce himself or herself, explain that you have obtained legal representation, and make it clear that any communication from the company should be with the ...
How to Draft a Client Letter Template
Below are some common pieces to include in your legal client letter template: Date and address: This part is straightforward but important. Be sure to include your firm's name, address, the date the letter was sent, as well as the recipient's address. Heading: This should include who the parties are and provide the case details.
What Should a Maryland Attorney Letter of Representation Look Like?
A lawyer representation letter should include: Date; Address to whom the letter is sent; The subject of the letter; Content or body of the letter. Briefly explaining why the lawyer is writing the letter and the general claim and damages. Signature. The letter should be sent certified with a return receipt. This will ensure that the letter is ...
Sample Attorney Representation Letter: 4 Templates
Sample Attorney Representation Letter. To, The Attorney, XYZ Lawyer Firms. Dear Mr.XYZ. I have been attempting to move toward you through some different channels over the recent weeks yet you appear to be very occupied. After all, being probably the best lawyers around accompanies a ton of obligations. Sir, I am composing this letter to request ...
21 Sample Attorney Representation Letter Templates
Attorney Representation Letter. Template 1: Dear FIRST_NAME, I hope this email finds you well. I am writing on behalf of my company [Company Name], a law firm that specializes in _____. We have been following your case and would be honored to provide our legal services at no cost to you.
How to Write a Closing Letter to Clients (with Samples)
The below letter shows one way you could approach a case-closing letter to a client. Note: This sample closing letter is for reference only. You must customize your letter to your firm and your specific clients. September 9, 2023. Re: Termination of Representation, Case/File #0000.
Free Attorney Engagement Letter Template
Rocket Lawyer documents, including the Attorney Engagement Letter template, are vetted by lawyers and legal staff, so you can feel confident when using them to manage your legal matters. To begin, just share more details about the project in a step-by-step interview, and we'll handle the rest. Before you sign your Engagement Letter, you can ...
A Guide to Non-engagement Letters (Sample Included)
Sample Non-Engagement Letter—Example Only. Re: Declination of Service. Dear Ms. Prospective Client: I am writing this letter to confirm, based on our conversation on April 1, 2022, that Example Law Firm will not be representing you in the matter of your medical malpractice claim against Dr. XYZ.
How to Write an End of Representation Letter to a Client
List the case number and also briefly describe the case in the body of the letter. Also, note that the matter is closed or concluded. The Date: Date the letter and specify when the case has concluded. Reason for the End of Representation: Briefly note the reason why you will no longer be representing the client on the matter at hand—whether ...
PDF GUIDEBOOK TO PRACTICE FORMS AND LETTERS Terminating Representation
A client file is closed when the representation ends or the lawyer withdraws, either because a client terminates the relationship or because the work has reached its natural conclusion. Generally, an attorney should send a closing letter to confirm that the representation has terminated and to thank the client for their business.
New law addresses wholesaling, future listing, buyer representation
HB 4058 requires real estate agents to use representation agreements when representing a buyer. This law revises Oregon's real estate agency law. New requirements are placed on real estate licensees representing buyers. Agents representing buyers in residential real estate transactions now must enter representation agreements with the buyer.

Attorney Letter of Representation (Examples & What Should Include?)

Sample Attorney Representation Letter | Miller & Zois

Letter of Representation from Attorney to the Insurance Company

Attorney Letter of Representation

What is an Attorney Letter of Representation?

What is the Representation Letter’s Purpose in Personal Injury Litigation?

What Information Should the Letter of Representation Include?

Example of an Attorney Representation Letter for a Personal Injury Claim

When Should My Attorney Notify the Insurance Company that Counsel Represents me?

Can an Attorney Send a Letter of Representation to the Defendant if the Insurance Company is Unknown?

Contact Us Today for Legal Representation in Your Auto Accident Claim

What Is a Letter of Representation from Lawyer

Understanding the Purpose of a Letter of Representation

How Lawyers Use Letters of Representation in Legal Matters

The Key Elements of a Letter of Representation Explained

When and Why Do You Need a Letter of Representation from a Lawyer?

Exploring the Importance of a Letter of Representation in Legal Proceedings

A Comprehensive Guide to Drafting an Effective Letter of Representation

What Should be Included in a Letter of Representation from a Lawyer?

How to Request a Letter of Representation from Your Lawyer

Top Reasons Why Lawyers Send Letters of Representation to Opposing Parties

Related Posts:

Leave a Comment Cancel reply

Get Quick Legal Help...

“Attorney Letter of Representation” – What should it contain?

1. Why send a legal representation letter?

2. When does your attorney send one?

3. Is a representation letter the same thing as an engagement letter?

4. What is a sample attorney representation letter?

Legal References:

About the Author

Contact Our Firm

Creating a Representation Letter

Introduction

Definitions (feel free to skip)

Explain the purpose of a representation letter and why it is important

Q: What is the difference between a representation letter and a legal opinion?

Q: When do I need a representation letter?

Q: What should be included in a representation letter?

Q: How do I draft a representation letter for my business?

Q: How do I sign a representation letter?

Q: What are some common pitfalls when creating a representation letter?

Q: What are some best practices when creating a representation letter?

Q: Is there a difference between UK vs USA vs EU jurisdictions when creating a representation letter?

Q: Is it possible for me to create my own representation letter without involving an attorney?

Q: Are there different types of representation letters I can create?

Q: Can I use online services or software tools available online help me create my own representation letter?

Q: Does every industry have its own specific laws regarding creating a representation letter?

Example dispute

Templates available (free to use)

Links to get you started

Try the world's most advanced AI Legal Assistant, today

What is a Letter of Representation?

Editorial Standards

Related Articles

Letter of Representation: Understanding Attorney Representation Letter

What is a letter of representation

When is a letter of representation attorney used

What is the nature and purpose of a letter of representation

What is in the content of a representation letter

Letter of representation to third-parties

Benefits of letters of representation

Template representation letter

Takeaway

RELATED ARTICLES

What is an attorney letter of representation?

Who writes an attorney letter of representation?

To whom is the letter of representation addressed?

What is the purpose of the letter?

Why is an attorney letter of representation necessary?

About The Law Offices of Nicholas J Del Pizzo

Recent Posts

What is a Letter of Representation?

What Goes Into a Letter of Representation?

What Happens After a Letter of Representation?

Contact an Attorney for Help With Your Case

Personal Injury Blog

Recent Posts

What Is a Letter of Representation?

Understanding the Letter of Representation