Client Termination Practitioner Checklist and Notification Letter
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Client Termination Practitioner Checklist and Notification Letter

25 days ago · 214.4 KB Download

FIRM MEMBER

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There are a variety of reasons why clients are asked to leave the firm. Maybe the client is unprofessional to staff, combative on billing and payment or has other challenges.

Use this checklist to guide you through some important reminders such as removing clients from communication systems, revoking powers of attorney, closing and/or archiving files, etc.

Then, use the client letter to notify the client about the termination of your professional relationship with them and remind them of other unsettled

Download the Client Termination Practitioner Checklist

File name: client-termination-practitioner-checklist.pdf

Download the Client Termination Notification Letter

File name: client-termination-notification-letter.docx

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