CLIENT DISENGAGEMENT / WITHDRAWAL LETTER
Table of Contents
- Letter Header
- Notice of Withdrawal
- Reason for Withdrawal
- Effective Date and Transition Period
- Pending Deadlines and Court Dates
- Return of Client File and Property
- Financial Accounting
- Recommendation to Obtain New Counsel
- Post-Withdrawal Obligations
- Signature Block
- Acknowledgment of Receipt
1. Letter Header
Date: [__/__/____]
SENT VIA: ☐ Certified Mail, Return Receipt Requested ☐ Email (with read receipt) ☐ Hand Delivery ☐ Regular Mail
TO:
[Client Name]
[Client Address]
[City, State, ZIP]
RE: Termination of Attorney-Client Relationship
Matter: [________________________________]
Case No. (if applicable): [________________________________]
FROM:
[Attorney Name]
[Firm Name]
[Firm Address]
[Phone / Email]
[Bar Number]
2. Notice of Withdrawal
Dear [Client Name]:
This letter is to formally notify you that [Firm Name / Attorney Name] is withdrawing from representation in the above-referenced matter, effective [__/__/____].
☐ This withdrawal is at the firm's initiative.
☐ This withdrawal is at the client's request.
☐ This withdrawal is by mutual agreement.
☐ The representation has concluded, and the matter is now closed.
3. Reason for Withdrawal
The basis for this withdrawal is:
☐ The representation has been completed.
☐ The client has requested withdrawal of representation.
☐ The client has failed to fulfill financial obligations after reasonable notice. (MRPC 1.16(b)(5))
☐ The client has failed to cooperate or communicate as necessary. (MRPC 1.16(b)(6))
☐ Irreconcilable differences regarding case strategy. (MRPC 1.16(b)(4))
☐ Continued representation would result in an unreasonable financial burden. (MRPC 1.16(b)(6))
☐ A conflict of interest has arisen that cannot be waived. (MRPC 1.16(a)(1))
☐ Other good cause exists. (MRPC 1.16(b)(7))
4. Effective Date and Transition Period
Effective Date of Withdrawal: [__/__/____]
Court Approval Required: ☐ Yes — Motion to Withdraw filed on [__/__/____] ☐ No — no pending litigation
Transition Period: The firm will remain available for [____] days after the effective date to facilitate an orderly transition to new counsel.
5. Pending Deadlines and Court Dates
The following deadlines and dates are currently pending in your matter:
| Event | Date | Notes |
|---|---|---|
| [________________________________] | [__/__/____] | [________________________________] |
| [________________________________] | [__/__/____] | [________________________________] |
| [________________________________] | [__/__/____] | [________________________________] |
IMPORTANT: These deadlines exist regardless of whether you retain new counsel. Failure to act may result in adverse consequences to your case, including dismissal, default, or waiver of rights. You are strongly encouraged to retain new counsel immediately.
6. Return of Client File and Property
Pursuant to MRPC 1.16(d), the firm will make your file available for retrieval or transfer. The file includes:
☐ All pleadings and court filings
☐ Correspondence
☐ Discovery materials
☐ Client-provided original documents
☐ Attorney work product (to the extent required by your jurisdiction)
☐ Electronic files and digital documents
File Retrieval Method:
☐ Available for pickup at the firm office
☐ Will be mailed to client's address of record
☐ Will be transferred directly to new counsel: [________________________________]
Deadline to Retrieve File: [__/__/____]
7. Financial Accounting
Final billing statement is attached: ☐ Yes ☐ To follow within [____] days
| Item | Amount |
|---|---|
| Total fees billed to date | $[________________________________] |
| Total fees paid to date | $[________________________________] |
| Outstanding balance owed | $[________________________________] |
| Trust account balance | $[________________________________] |
| Refund of unearned fees due to client | $[________________________________] |
Trust Account Refund: Any unearned fees remaining in the trust account will be refunded to you within [____] business days of the effective date of withdrawal, per MRPC 1.15 and 1.16(d).
Outstanding Balance: If an outstanding balance remains, the firm reserves its rights to collect amounts lawfully owed, subject to applicable law.
8. Recommendation to Obtain New Counsel
You are strongly urged to retain new counsel as soon as possible to protect your interests. If you need assistance finding an attorney, you may contact:
☐ [________________________________] State Bar Lawyer Referral Service: [Phone / URL]
☐ Local legal aid organization: [________________________________]
☐ [________________________________]
9. Post-Withdrawal Obligations
After the effective date of withdrawal:
☐ The attorney-client relationship will be terminated.
☐ The firm will have no further obligation to perform legal work on this matter.
☐ Confidentiality obligations under MRPC 1.6 continue indefinitely.
☐ The firm will cooperate reasonably with successor counsel during the transition.
10. Signature Block
Sincerely,
________________________________
[Attorney Name]
[Firm Name]
[Bar Number]
[Date]
11. Acknowledgment of Receipt
I, [________________________________], acknowledge receipt of this withdrawal letter dated [__/__/____]. I understand that [Firm Name] is withdrawing from my representation and that I should retain new counsel promptly.
Client Signature: ________________________________ Date: [__/__/____]
Sources and References
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