Browse Legal Professionals SECTION 5: Client Communication & Practice Development

The Matter Closing Letter

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The Matter Closing Letter

Draft a matter closing letter.

Matter: [DESCRIBE GENERICALLY]
Outcome: [DESCRIBE]
Work completed: [LIST]
Anything left open or handed back to the client: [LIST]
Fee position at close: [DESCRIBE]

Produce:
1. A short statement that the matter is concluding and what
   was achieved
2. What we did, in plain terms
3. What remains the client's responsibility from here —
   dates, renewals, filings, or steps we are NOT handling
4. Anything time-sensitive the client must diarise, flagged
   prominently
5. The final fee position and any outstanding balance
6. What happens to the file — retention period, return of
   documents, and how to request them later
7. That the engagement is ending and we are not retained for
   anything further unless newly instructed
8. A warm, professional close that leaves the door open

Constraints:
- No legal jargon
- Do NOT calculate limitation or deadline dates — mark them
  [CLIENT TO CONFIRM DATE]
- Do NOT assert what any rule requires about file retention;
  mark as [VERIFY AGAINST LOCAL RULE]

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