The Matter Closing Letter
5 fill-in slots · from The AI Prompt Handbook for Legal Professionals
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0/5 filledThe 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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