Attorney Letter of Representation
(Examples & What Should Include?)

An attorney letter of representation is a document sent from a lawyer to an individual or entity advising that the lawyer represents a party in a legal matter. A letter of representation is an initial correspondence to begin seeking damages or the resolution of a matter (most commonly through the filing of a lawsuit).
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C.L. Mike Schmidt Published by C.L. Mike Schmidt

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Getting a letter from an attorney can feel overwhelming if you’re unfamiliar with what it means for your case. An attorney letter of representation is a formal document that confirms a lawyer is officially managing your legal matter.

This letter outlines the scope of the attorney’s role, ensures all communications about your case are handled professionally, and establishes the attorney-client relationship.

Understanding this document is crucial, as it sets the foundation for your legal proceedings and helps you navigate the process with clarity. Read on to learn what this letter includes and how it impacts your case.

Quick Summary:

  • This formal document notifies involved parties that an attorney is representing you in a legal matter, preventing direct communication with you and ensuring all correspondence is routed through your lawyer.
  • The letter typically includes your attorney's contact information, details of the case, and a request for relevant documents or records.
  • Commonly issued in personal injury cases, insurance disputes, or other legal matters to protect your interests and streamline communication.
  • It helps establish legal representation, reduces misunderstandings, and ensures professional handling of your case.

What Should an Attorney Letter of Representation Include?

A good attorney letter of representation should contain the following information:

  • Your attorney’s name and contact information
  • The reason for legal representation
  • A summary of the facts of your case
  • An explanation of your injuries (in an accident case), and
  • An inquiry into insurance policy limits (if an accident or personal injury case).

Attorney Letter of Representation Example

Here are sample letters of representation tailored to different legal scenarios, along with practical guidelines for drafting effective communication:

Example 1: Personal Injury Case

Date
[Your Name]
[Your Law Firm Name]
[Your Law Firm Address]

Re:
Our Client: [Client's Name]
Your Insured: [Insured's Name]
Date of Accident: [Accident Date]

Dear [Insurance Adjuster's Name],

This is to formally notify you that our office represents [Client's Name], who sustained injuries in an automobile accident involving your insured, [Insured's Name], on [Accident Date]. Witnesses indicate that your insured ran a red light, causing the collision.

We are in the process of gathering medical records and will forward relevant medical bills and reports as they become available. Additionally, we will provide updates on significant developments in my client's treatment.

In the meantime, please provide the policy limits for your insured's coverage and notify us of any other applicable insurance policies. Based on the injuries sustained, this appears to be a policy limits case.

Should you have any questions or require further information, please feel free to contact me directly.

Yours sincerely,
[Your Name]
[Your Title]
[Your Law Firm Name]

Example 2: Business Dispute Case

Date
[Your Name]
[Your Law Firm Name]
[Your Law Firm Address]

Re:
Our Client: [Client's Business Name]
Your Client: [Other Party's Business Name]
Date of Dispute: [Dispute Date]

Dear [Other Party's Attorney's Name],

This letter confirms that our firm represents [Client's Business Name] concerning a dispute with your client, [Other Party's Business Name], regarding [briefly describe dispute, e.g., breach of contract].

We believe resolving this matter amicably is in the best interest of both parties. To facilitate discussions, we request that you provide all relevant documents by [specific date].

We are open to exploring alternative dispute resolution methods if litigation becomes necessary. Please respond promptly to discuss the next steps.

If you have any questions or need clarification, feel free to reach out.

Best regards,
[Your Name]
[Your Title]
[Your Law Firm Name]

Example 3: Employment Law Case

Date
[Your Name]
[Your Law Firm Name]
[Your Law Firm Address]

Re:
Our Client: [Employee's Name]
Employer: [Employer's Company Name]
Date of Incident: [Incident Date]

Dear [HR Manager/Employer's Attorney's Name],

I represent [Employee's Name], who has raised concerns regarding potential employment law violations stemming from their termination on [Incident Date].

My client believes their termination was unjust and potentially discriminatory based on [e.g., age, gender]. We request copies of relevant employment records and any documentation related to the termination process.

We would prefer to resolve this matter without litigation. Kindly respond by [specific date] to discuss potential resolutions.

Thank you for your attention to this matter. If you need additional information, please contact me directly.

Sincerely,
[Your Name]
[Your Title]
[Your Law Firm Name]

Do’s and Don’ts for Writing Attorney Letters of Representation

Do’s:

  • Be Clear and Concise: Clearly state the purpose of the letter without unnecessary jargon.
  • Include Relevant Details: Provide specific case details, including dates and involved parties.
  • Maintain Professionalism: Use formal and respectful language throughout.
  • Request Necessary Information: Clearly outline the documents or actions required from the recipient.

Don’ts:

  • Avoid Emotional Language: Stick to facts and avoid letting emotions influence your tone.
  • Do Not Make Threats: Avoid aggressive or threatening language unless absolutely necessary.
  • Don’t Miss Deadlines: Ensure all response timelines are clearly stated and respected.
  • Don’t Assume Knowledge: Offer enough context to ensure clarity, even if the recipient is familiar with the case.

These examples and tips provide a clear framework for drafting effective attorney letters of representation across various legal contexts.

What Happens After a Letter of Representation?

Once your attorney sends the letter of representation, the process becomes more streamlined.

Here’s a step-by-step breakdown of what you can expect:

1. Attorney Takes Over Communication

  • What to Expect: After the letter is sent, your attorney will handle all communication with the claims adjuster or opposing party.
  • Why It Matters: This ensures that all correspondence is handled professionally and in a way that protects your best interests.

2. No Direct Contact with the Adjuster

  • Your Role: If a claims adjuster contacts you after the letter has been sent, inform them that your attorney is now representing you.
  • What to Say: Politely direct them to your attorney, explaining that all communication regarding the case will go through legal counsel.

3. Streamlined Claims Process

  • Attorney’s Responsibilities: Your attorney will:
    • Negotiate with the adjuster.
    • Gather necessary evidence.
    • Ensure deadlines are met.
  • Benefits for You: You can focus on recovery or other personal matters while your attorney manages the complexities of your case.

What is an Attorney Letter of Non-Representation?

An Attorney letter of non-representation is used to advise an attorney's client and other parties to a transaction or litigation that the attorney represents only the attorney's client and does not represent, and will not provide legal services for, other parties.

What is a Drop Letter?

A drop letter is intended to announce that the relationship is no longer continuing and to refer the client to another attorney. In the disengagement letter, the attorney should warn the client of applicable time limitations, deadlines, and uncompleted investigation or casework.

Common Errors to Avoid in Attorney Letters of Representation

Creating an effective attorney letter of representation requires attention to detail and careful planning. Avoiding these common mistakes can significantly improve the impact and clarity of your communication:

1. Lack of Clarity

  • Error: Ambiguous wording or unclear statements can cause confusion.
  • Solution: Use straightforward language and provide specific examples to ensure your message is understood.

2. Overuse of Legal Jargon

  • Error: Excessive reliance on complex legal terminology can overwhelm the reader.
  • Solution: Prioritize plain English wherever possible to make the letter accessible to all recipients.

3. Poor Organization

  • Error: A disorganized letter can make it difficult to follow your points.
  • Solution: Utilize headings, bullet points, and logical transitions to create a clear and structured layout.

4. Neglecting the Recipient’s Perspective

  • Error: Ignoring the recipient's priorities or potential questions can diminish the letter’s effectiveness.
  • Solution: Tailor your letter to address the recipient's concerns and anticipate their responses.

5. Insufficient Research

  • Error: Weak arguments stemming from inadequate research can undermine credibility.
  • Solution: Ensure thorough research on relevant facts, laws, and regulations before drafting the letter.

6. Skipping Proofreading

  • Error: Typos or formatting errors can make your letter appear unprofessional.
  • Solution: Carefully proofread for grammatical issues and inconsistencies in structure or tone.

7. Failing to Follow Up

  • Error: Neglecting to follow up after sending the letter can delay progress.
  • Solution: Set reminders to check in with the recipient if a response is not received within a reasonable time.

8. Inappropriate Tone

  • Error: A tone that is too aggressive or overly casual can alienate the reader.
  • Solution: Maintain a professional and respectful tone, keeping the focus on the facts and legal merits of the case.

By steering clear of these common pitfalls, you can ensure that your attorney letters of representation are clear, professional, and effective in advancing your legal objectives.

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FAQs

Why is an attorney letter of representation important?

It establishes clear communication lines, ensures that all future correspondence is directed through the attorney, and helps protect the client’s legal interests by preventing direct contact from opposing parties.

When should an attorney send a letter of representation?

An attorney should send the letter as soon as they are officially retained by a client to ensure all parties are aware of the representation and to protect the client’s rights from the outset.

What happens if the opposing party ignores the attorney letter of representation?

If the opposing party ignores the letter, the attorney may follow up with additional correspondence or legal action to ensure compliance and proper communication protocols are maintained.

Can a client revoke an attorney letter of representation?

Yes, a client can revoke the letter of representation if they decide to terminate the attorney’s services. This should be done formally, in writing, to ensure clarity and proper handling of the case moving forward.

How long does an attorney letter of representation remain valid?

An attorney letter of representation remains valid as long as the attorney-client relationship is active. If you decide to end the relationship, the letter may no longer apply, and the attorney will likely notify the opposing party that they no longer represent you.

What should I do if I receive an attorney letter of representation?

If you receive an attorney letter of representation, direct all further communication to the attorney listed in the letter. Avoid discussing the matter directly with their client, as this could breach legal protocols and complicate the situation.

Can multiple attorneys send letters of representation for the same case?

Yes, multiple attorneys can send letters of representation for the same case if they or a legal team is working on your case, each may send a letter of representation. However, they will typically coordinate to avoid duplication, and the primary point of contact should be clearly indicated.

What's the difference between a letter of representation and a retainer agreement?

A letter of representation notifies other parties that an attorney is acting on your behalf, while a retainer agreement is a formal contract between you and your attorney outlining the terms of their legal services, including fees and responsibilities.

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