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Attorney Client Services

General Letter of Representation

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About This Template

Establishing a clear and professional relationship is the foundation of effective client management. This template provides a concise and professional Letter of Representation to formally notify opposing counsel or third parties that your firm has been retained. Using this standardized document ensures immediate, clear communication, confirming the attorney-client relationship and outlining the scope of representation. This efficiency tool saves time on routine correspondence, allowing legal staff to assert your client's legal position quickly and professionally.

Letter of Representation

Jurisdiction Notes

While this is a general communication template, it must be used in a manner that complies with the Rules of Professional Conduct in your jurisdiction, particularly regarding communication with represented and unrepresented parties. In some specific jurisdictions, the rules concerning communication with corporate parties or government agencies may require special attention.

Always ensure the notification adheres to any specific rules regarding the commencement of representation in your court (e.g., formal Notice of Appearance requirements).

What is this template?

This is a formal notification letter issued by an attorney to an opposing party, their counsel, or a relevant third party (like an insurance company or debt collector). The Letter of Representation template confirms that the law firm has been retained by the client, demands that all future communication be directed through the firm, and outlines the general scope of the matter. It is a standard practice tool used to formally assert the attorney-client privilege and control the flow of information in a legal matter.

How to Customize

With Clio Draft

If this template is available in your region, you can activate it in your Clio Draft account. It will then be pre-filled with information from your contacts and matters, helping you save time.

  1. Click Request Template, and complete the Request Information form.
  2. Open the activation email to activate the template in Clio Draft.
  3. In Clio Draft, go to Library and select the Court forms subtab.
  4. Select a category to view all the court forms associated with that category.
  5. Find the form that you need. You can use the search bar to search by form number or form title.
  6. Click the Actions dropdown and then select Create form template.
  7. At this stage, you can configure any fields on the template that will remain consistent across multiple matters and specific practice areas.
    • Purple fields: These fields are highlighted in purple because they are connected to linked fields that will automatically insert information entered on the Populate page. If you fill in a purple field, the data in that field will always populate when you draft a document from this form template and will not be overwritten by text entered on the populate page.
    • Blue fields: These fields are highlighted in blue because they are unique to a specific matter. You will enter this information after you generate the form template, on the Populate page.

For detailed instructions for drafting form templates and more information about Clio Draft, see Clio Draft: Form Templates and Clio Draft: Draft and Manage Documents.