File Closing Letter Template

[Date]

[Client Name]
[Client Address]

Re: Conclusion of Representation – [Matter Name/Number]

Dear [Client Name],

1. Conclusion of Services

This letter confirms that our representation regarding the above-referenced matter has concluded effective [Date]. All agreed-upon work has been completed, and no further action will be taken by our firm unless we enter into a new written agreement.

2. Final Deliverables

Enclosed/attached please find the following documents for your records:
- [Final judgment/order/settlement agreement]
- [Executed documents]
- [Closing statement/accounting]
- [Other deliverables]

3. Outstanding Items for Your Attention

• [Describe any follow-up tasks client must complete, such as payments, filings, or deadlines].
• [Provide instructions for monitoring compliance or renewals].
• Please calendar important dates: [List dates].

4. Financial Summary

• Total fees billed: $[Amount]
• Total costs advanced: $[Amount]
• Payments received: $[Amount]
• Balance due/refund enclosed: $[Amount]
  Include final invoice or refund check as applicable.

5. File Retention and Return of Documents

• We will retain a copy of your file for [Number] years after which it may be destroyed unless you request earlier return.
• Originals enclosed: [List]. If you need additional copies in the future, please contact us before the retention period expires.

6. Future Legal Needs

We appreciate the opportunity to serve you. Please contact us if you require assistance with additional legal matters. This letter does not address potential new issues that may arise; we recommend seeking legal advice promptly if new questions develop.

7. Satisfaction Survey (Optional)

We value your feedback. Please complete the enclosed/linked client satisfaction survey to help us improve our services.

8. Closing

Thank you for trusting [Firm Name] with your legal needs. We wish you the best moving forward.

Sincerely,

[Attorney Name]
[Title], [Firm Name]
[Phone]
[Email]

Acknowledgement of Receipt (optional)
I acknowledge receipt of the file closing letter and enclosures listed above.

Client signature: ____ Date: __