Matter Closing Letter & File Retention Notice
This letter confirms that our representation of you in the referenced matter has concluded. Please review each section carefully — it summarizes the outcome, the final accounting, the return of your property, and the firm's file retention policy. If anything is unclear, contact us before signing.
Section 1 — Matter Reference
Section 2 — Outcome of the Matter
Disposition (select one):
Summary of the final outcome, terms, and any ongoing obligations:
Section 3 — Post-Closing Deadlines & Client Responsibilities
IMPORTANT: The firm will no longer monitor your calendar or legal deadlines on this matter after the closing date. Any appeal deadline, statute of limitations, filing, renewal, or periodic obligation below is YOUR responsibility.
Appeal deadline (if any):
Other critical dates (tax filings, renewals, post-judgment enforcement, trust / entity filings):
Section 4 — Final Accounting
Total costs and disbursements (USD):
Total amounts paid by Client (USD):
Outstanding balance due (USD):
Trust-account refund to Client (USD):
Please upload the final invoice and trust-account statement:
Section 5 — Return of Property & File Retention
Delivery address for originals (if mailed):
File retention policy — the firm will retain a copy of your file for seven (7) years from the closing date shown above, after which the file will be destroyed in a confidential manner without further notice. If you wish us to retain the file longer, or to receive an additional copy before destruction, please tell us now.
Scheduled destruction date:
Section 6 — End of Representation & Future-Conflicts Notice
As of the closing date above, the attorney-client relationship between you and the firm is CONCLUDED for this matter. The firm will no longer take any action, give any advice, or monitor any deadline on your behalf unless you sign a new engagement letter. Because our representation has ended, the firm may in the future represent other clients whose interests are adverse to yours on unrelated matters. The attorney-client privilege continues to protect our prior communications.
If new legal issues arise — including questions about this matter — please contact us to discuss a new engagement. Do not assume that sending an email about a new matter creates an attorney-client relationship.
Section 7 — Your Feedback (optional)
How satisfied were you with the firm's representation?
Comments on communication, responsiveness, and results:
Section 8 — Client Acknowledgment
It has been a privilege to represent you. We wish you the very best and remain available should you need legal services in the future.